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

Ascent 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	$382K	Buy	+2,174	New	+$365K	0.44%	43

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

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 $58.2B AUM 22.78% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Ascent Advisors's DXJ Position: Q2 2026 in Review

Ascent Advisors opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 2,174 shares worth $382K. The stake represents 0.44% of the portfolio and ranks #43 among its holdings.

419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Ascent Advisors held 2,174 shares of WisdomTree Japan Hedged Equity Fund worth $382K as of Q2 2026.
WisdomTree Japan Hedged Equity Fund was a new Ascent Advisors position in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.44% of Ascent Advisors's portfolio in Q2 2026, its #43 holding.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Ascent Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.