Avid Wealth Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Avid Wealth Partners’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	$5.73M	Buy	95,253 +2,436	+3%	+$144K	2.62%	13
2026 Q2	$5.37M	Sell	92,817 -27,642	-23%	-$1.55M	2.6%	12
2026 Q1	$6.37M	Buy	120,459 +17,172	+17%	+$903K	3.01%	11
2025 Q4	$4.96M	Buy	103,287 +8,124	+9%	+$371K	2.42%	14
2025 Q3	$4.06M	Buy	95,163 +2,268	+2%	+$92.8K	2.02%	17
2025 Q2	$3.54M	Buy	92,895 +8,355	+10%	+$304K	2.02%	17
2025 Q1	$3.1M	Buy	84,540 +4,305	+5%	+$158K	2.11%	14
2024 Q4	$2.95M	Buy	80,235 +5,568	+7%	+$203K	2.1%	13
2024 Q3	$2.64M	Sell	74,667 -12,327	-14%	-$436K	1.87%	16
2024 Q2	$3.27M	Sell	86,994 -9,663	-10%	-$350K	2.54%	14
2024 Q1	$3.5M	Buy	96,657 +14,316	+17%	+$476K	2.81%	15
2023 Q4	$2.41M	Buy	+82,341	New	+$2.43M	2.39%	12

Other funds holding DXJ

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

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

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

Almanack Investment Partners Wayne, Pennsylvania $833M AUM 25.48% 1-Year Est. Return

Avid Wealth Partners's DXJ Position: Q3 2026 in Review

Avid Wealth Partners increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2.6% in Q3 2026, buying an estimated $144K and bringing the position to 95,253 shares worth $5.73M. The position accounts for 2.62% of the portfolio, ranked #13.

Avid Wealth Partners first reported a position in DXJ in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.37M in Q1 2026. 182 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

Avid Wealth Partners held 95,253 shares of WisdomTree Japan Hedged Equity Fund worth $5.73M as of Q3 2026.
Avid Wealth Partners bought 2,436 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $144K.
WisdomTree Japan Hedged Equity Fund made up 2.62% of Avid Wealth Partners's portfolio in Q3 2026, its #13 holding.
Avid Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and has held it in 12 quarters since.
Avid Wealth Partners's WisdomTree Japan Hedged Equity Fund position peaked at $6.37M in Q1 2026.
182 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Avid Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.