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

Arkadios 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	$845K	Sell	14,613 -1,965	-12%	-$110K	0.01%	876
2026 Q1	$876K	Sell	16,578 -9,294	-36%	-$489K	0.01%	851
2025 Q4	$1.24M	Buy	25,872 +6,372	+33%	+$291K	0.02%	611
2025 Q3	$832K	Buy	19,500 +12,891	+195%	+$527K	0.02%	720
2025 Q2	$252K	Buy	6,609 +369	+6%	+$13.4K	0.01%	1120
2025 Q1	$229K	Buy	+6,240	New	+$229K	0.01%	1004

Other funds holding DXJ

JP Morgan Chase New York $1.84T AUM 33.86% 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 $468B AUM 17.69% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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 $4.41B AUM

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

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

Arkadios Wealth Advisors reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 12% in Q2 2026, selling an estimated $110K and leaving 14,613 shares worth $845K. The position accounts for 0.01% of the portfolio, ranked #876.

Arkadios Wealth Advisors first reported a position in DXJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.24M in Q4 2025. 425 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Arkadios Wealth Advisors held 14,613 shares of WisdomTree Japan Hedged Equity Fund worth $845K as of Q2 2026.
Arkadios Wealth Advisors sold 1,965 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $110K.
WisdomTree Japan Hedged Equity Fund made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #876 holding.
Arkadios Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2025 and has held it in 6 quarters since.
Arkadios Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $1.24M in Q4 2025.
425 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.