Asset Dedication LLC
DXJ icon

Asset Dedication LLC’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Asset Dedication LLC’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
Q3 		$12.6K Buy
+210
New +$12.4K ﹤0.01% 751
2019
Q2 		– Sell
-309
Closed -$5K – 592
2019
Q1 		$5K Buy
+309
New +$5.13K ﹤0.01% 519

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AGUR Provident & Training Funds Management
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
JBGlobal.com
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

Asset Dedication LLC's DXJ Position: Q3 2026 in Review

Asset Dedication LLC opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2026: 210 shares worth $12.6K. The stake represents ﹤0.01% of the portfolio and ranks #751 among its holdings. This is a return to the name: Asset Dedication LLC previously reported a position in DXJ as recently as Q1 2019.

Asset Dedication LLC first reported a position in DXJ in Q1 2019 and has held it in 2 quarters since. 227 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

  • Asset Dedication LLC held 210 shares of WisdomTree Japan Hedged Equity Fund worth $12.6K as of Q3 2026.
  • WisdomTree Japan Hedged Equity Fund was a new Asset Dedication LLC position in Q3 2026.
  • WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Asset Dedication LLC's portfolio in Q3 2026, its #751 holding.
  • Asset Dedication LLC first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2019 and has held it in 2 quarters since.
  • 227 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Asset Dedication LLC's 13F filing for Q3 2026, filed 3 Nov 2026.