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 Q2	$5.37M	Sell	30,939 -9,214	-23%	-$1.55M	2.6%	12
2026 Q1	$6.37M	Buy	40,153 +5,724	+17%	+$903K	3.01%	11
2025 Q4	$4.96M	Buy	34,429 +2,708	+9%	+$371K	2.42%	14
2025 Q3	$4.06M	Buy	31,721 +756	+2%	+$92.8K	2.02%	17
2025 Q2	$3.54M	Buy	30,965 +2,785	+10%	+$304K	2.02%	17
2025 Q1	$3.1M	Buy	28,180 +1,435	+5%	+$158K	2.11%	14
2024 Q4	$2.95M	Buy	26,745 +1,856	+7%	+$203K	2.1%	13
2024 Q3	$2.64M	Sell	24,889 -4,109	-14%	-$436K	1.87%	16
2024 Q2	$3.27M	Sell	28,998 -3,221	-10%	-$350K	2.54%	14
2024 Q1	$3.5M	Buy	32,219 +4,772	+17%	+$476K	2.81%	15
2023 Q4	$2.41M	Buy	+27,447	New	+$2.43M	2.39%	12

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

APTFM

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

Avid Wealth Partners's DXJ Position: Q2 2026 in Review

Avid Wealth Partners reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 23% in Q2 2026, selling an estimated $1.55M and leaving 30,939 shares worth $5.37M. The position accounts for 2.6% of the portfolio, ranked #12.

Avid Wealth Partners first reported a position in DXJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.37M in Q1 2026. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Avid Wealth Partners held 30,939 shares of WisdomTree Japan Hedged Equity Fund worth $5.37M as of Q2 2026.
Avid Wealth Partners sold 9,214 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $1.55M.
WisdomTree Japan Hedged Equity Fund made up 2.6% of Avid Wealth Partners's portfolio in Q2 2026, its #12 holding.
Avid Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and has held it in 11 quarters since.
Avid Wealth Partners's WisdomTree Japan Hedged Equity Fund position peaked at $6.37M in Q1 2026.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Avid Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.