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

BigSur Wealth Management’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	$31.2K	Hold	180	–	–	0.01%	167
2026 Q1	$28.5K	Hold	180	–	–	0.01%	162
2025 Q4	$25.9K	Hold	180	–	–	0.01%	159
2025 Q3	$23K	Buy	+180	New	+$22.1K	0.01%	158
2019 Q2	–	Sell	-4,196	Closed	-$212K	–	104
2019 Q1	$212K	Buy	+4,196	New	+$209K	0.14%	98
2018 Q4	–	Sell	-4,196	Closed	-$243K	–	99
2018 Q3	$243K	Sell	4,196 -345	-8%	-$18.9K	0.15%	91
2018 Q2	$245K	Hold	4,541	–	–	0.18%	84
2018 Q1	$254K	Buy	4,541 +254	+6%	+$14.8K	0.18%	95
2017 Q4	$254K	Hold	4,287	–	–	0.25%	78
2017 Q3	$234K	Hold	4,287	–	–	0.24%	84
2017 Q2	$227K	Hold	4,287	–	–	0.23%	81
2017 Q1	$226K	Buy	4,287 +170	+4%	+$8.66K	0.24%	78
2016 Q4	$204K	Buy	+4,117	New	+$193K	0.27%	75

Other funds holding DXJ

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

BigSur Wealth Management's DXJ Position: Q2 2026 in Review

BigSur Wealth Management held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 180 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #167.

BigSur Wealth Management first reported a position in DXJ in Q4 2016 and has held it in 13 quarters since. The position peaked at $254K in Q1 2018. 84 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

BigSur Wealth Management held 180 shares of WisdomTree Japan Hedged Equity Fund worth $31.2K as of Q2 2026.
BigSur Wealth Management left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.01% of BigSur Wealth Management's portfolio in Q2 2026, its #167 holding.
BigSur Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and has held it in 13 quarters since.
BigSur Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $254K in Q1 2018.
84 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on BigSur Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.