Arete Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Arete Wealth Advisors’s Portfolio DXJ Stock Details DXJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.31M	Buy	+40,011	New	+$2.24M	0.15%	151
2026 Q1	–	Sell	-32,418	Closed	-$1.56M	–	335
2025 Q4	$1.56M	Buy	32,418 +9,708	+43%	+$444K	0.11%	190
2025 Q3	$969K	Buy	+22,710	New	+$929K	0.06%	280
2019 Q3	–	Sell	-133,878	Closed	-$2.17M	–	416
2019 Q2	$2.17M	Sell	133,878 -26,118	-16%	-$434K	0.42%	59
2019 Q1	$2.7M	Buy	159,996 +7,689	+5%	+$128K	0.56%	41
2018 Q4	$2.36M	Buy	152,307 +2,067	+1%	+$36K	0.57%	49
2018 Q3	$2.9M	Buy	150,240 +19,548	+15%	+$358K	0.64%	38
2018 Q2	$2.35M	Buy	130,692 +5,337	+4%	+$101K	0.56%	46
2018 Q1	$2.34M	Buy	125,355 +111,636	+814%	+$2.17M	0.78%	29
2017 Q4	$271K	Buy	13,719 +111	+0.8%	+$2.14K	0.09%	255
2017 Q3	$248K	Sell	13,608 -342	-2%	-$5.98K	0.1%	223
2017 Q2	$242K	Buy	13,950 +297	+2%	+$5.06K	0.11%	202
2017 Q1	$230K	Buy	+13,653	New	+$232K	0.1%	172

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Arete Wealth Advisors's DXJ Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 40,011 shares worth $2.31M. The stake represents 0.15% of the portfolio and ranks #151 among its holdings. This is a return to the name: Arete Wealth Advisors previously reported a position in DXJ as recently as Q4 2025.

Arete Wealth Advisors first reported a position in DXJ in Q1 2017 and has held it in 13 quarters since. The position peaked at $2.9M in Q3 2018. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Arete Wealth Advisors held 40,011 shares of WisdomTree Japan Hedged Equity Fund worth $2.31M as of Q2 2026.
WisdomTree Japan Hedged Equity Fund was a new Arete Wealth Advisors position in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.15% of Arete Wealth Advisors's portfolio in Q2 2026, its #151 holding.
Arete Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2017 and has held it in 13 quarters since.
Arete Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $2.9M in Q3 2018.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.