Beacon Harbor Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Beacon Harbor Wealth 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	–	Sell	-92,318	Closed	-$14.6M	–	75
2026 Q1	$14.6M	Buy	92,318 +470	+0.5%	+$74.2K	3.07%	5
2025 Q4	$13.2M	Buy	+91,848	New	+$12.6M	2.94%	7

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Beacon Harbor Wealth Advisors's DXJ Position: Q2 2026 in Review

Beacon Harbor Wealth Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026, closing a stake of 92,318 shares — an estimated $14.6M sold.

Beacon Harbor Wealth Advisors first reported a position in DXJ in Q4 2025 and held it in 2 quarters. The position peaked at $14.6M in Q1 2026. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Beacon Harbor Wealth Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2026 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 92,318 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $14.6M.
Beacon Harbor Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2025 and held it in 2 quarters.
Beacon Harbor Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $14.6M in Q1 2026.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.