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

Barry Investment 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 		$278K Hold
1,602
– – 0.06% 79
2026
Q1 		$254K Hold
1,602
– – 0.06% 81
2025
Q4 		$231K Hold
1,602
– – 0.05% 86
2025
Q3 		$205K Buy
+1,602
New +$197K 0.05% 101
2021
Q3 		– Sell
-6,561
Closed -$400K – 123
2021
Q2 		$400K Buy
6,561
+8
+0.1% +$487 0.11% 80
2021
Q1 		$402K Hold
6,553
– – 0.11% 78
2020
Q4 		$357K Buy
+6,553
New +$338K 0.11% 80
2019
Q2 		– Sell
-280,246
Closed -$14.2M – 70
2019
Q1 		$14.2M Sell
280,246
-9,509
-3% -$474K 4.44% 4
2018
Q4 		$13.4M Sell
289,755
-2,988
-1% -$156K 5.03% 4
2018
Q3 		$17M Sell
292,743
-10,960
-4% -$602K 5.7% 4
2018
Q2 		$16.4M Sell
303,703
-4,465
-1% -$253K 6.28% 3
2018
Q1 		$17.3M Sell
308,168
-12,798
-4% -$745K 6.55% 3
2017
Q4 		$19M Sell
320,966
-6,260
-2% -$361K 7.07% 3
2017
Q3 		$17.9M Sell
327,226
-11,845
-3% -$621K 6.6% 3
2017
Q2 		$17.6M Sell
339,071
-6,119
-2% -$313K 6.65% 3
2017
Q1 		$17.5M Sell
345,190
-89,648
-21% -$4.57M 6.48% 3
2016
Q4 		$21.5M Buy
434,838
+2,011
+0.5% +$94.5K 7.54% 3
2016
Q3 		$18.6M Buy
432,827
+5,492
+1% +$228K 6.39% 3
2016
Q2 		$16.6M Sell
427,335
-6,704
-2% -$283K 6.45% 2
2016
Q1 		$19M Buy
434,039
+2,264
+0.5% +$99.9K 6.04% 4
2015
Q4 		$21.6M Buy
431,775
+865
+0.2% +$46K 7.04% 4
2015
Q3 		$21M Sell
430,910
-2,621
-0.6% -$142K 6.72% 4
2015
Q2 		$0 Sell
433,531
-5,708
-1% -$331K ﹤0.01% 50
2015
Q1 		$24.2M Buy
439,239
+19,979
+5% +$1.04M 7.4% 3
2014
Q4 		$20.6M Buy
+419,260
New +$21.9M 6.7% 2

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
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

Barry Investment Advisors's DXJ Position: Q2 2026 in Review

Barry Investment Advisors held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 1,602 shares worth $278K. The position accounts for 0.06% of the portfolio, ranked #79.

Barry Investment Advisors first reported a position in DXJ in Q4 2014 and has held it in 25 quarters since. The position peaked at $24.2M in Q1 2015. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • Barry Investment Advisors held 1,602 shares of WisdomTree Japan Hedged Equity Fund worth $278K as of Q2 2026.
  • Barry Investment Advisors left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
  • WisdomTree Japan Hedged Equity Fund made up 0.06% of Barry Investment Advisors's portfolio in Q2 2026, its #79 holding.
  • Barry Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and has held it in 25 quarters since.
  • Barry Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $24.2M in Q1 2015.
  • 419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.