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

Avion Wealth’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	–	Sell	-6	Closed	–	–	1486
2026 Q2	$0	Hold	6	–	–	﹤0.01%	1505
2026 Q1	$0	Hold	6	–	–	﹤0.01%	1330
2025 Q4	$0	Hold	6	–	–	﹤0.01%	1323
2025 Q3	$0	Buy	+6	New	+$245	﹤0.01%	1279

Other funds holding DXJ

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Rice Partnership Honolulu, Hawaii $864M AUM 33.29% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Avion Wealth's DXJ Position: Q3 2026 in Review

Avion Wealth sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2026, closing a stake of 6 shares.

Avion Wealth first reported a position in DXJ in Q3 2025 and held it in 4 quarters. The position peaked at $0 in Q2 2026. 271 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

Avion Wealth reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2026 after selling out during the quarter.
Avion Wealth sold 6 WisdomTree Japan Hedged Equity Fund shares in Q3 2026.
Avion Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2025 and held it in 4 quarters.
Avion Wealth's WisdomTree Japan Hedged Equity Fund position peaked at $0 in Q2 2026.
271 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.