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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
-276,954
Closed -$14.6M – 75
2026
Q1 		$14.6M Buy
276,954
+1,410
+0.5% +$74.2K 3.07% 5
2025
Q4 		$13.2M Buy
+275,544
New +$12.6M 2.94% 7

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
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
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

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 276,954 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. 422 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 276,954 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.
  • 422 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.