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 Q3	$32.5K	Hold	540	–	–	0.01%	164
2026 Q2	$31.2K	Hold	540	–	–	0.01%	167
2026 Q1	$28.5K	Hold	540	–	–	0.01%	162
2025 Q4	$25.9K	Hold	540	–	–	0.01%	159
2025 Q3	$23K	Buy	+540	New	+$22.1K	0.01%	158
2019 Q2	–	Sell	-12,588	Closed	-$212K	–	104
2019 Q1	$212K	Buy	+12,588	New	+$209K	0.14%	98
2018 Q4	–	Sell	-12,588	Closed	-$243K	–	99
2018 Q3	$243K	Sell	12,588 -1,035	-8%	-$18.9K	0.15%	91
2018 Q2	$245K	Hold	13,623	–	–	0.18%	84
2018 Q1	$254K	Buy	13,623 +762	+6%	+$14.8K	0.18%	95
2017 Q4	$254K	Hold	12,861	–	–	0.25%	78
2017 Q3	$234K	Hold	12,861	–	–	0.24%	84
2017 Q2	$227K	Hold	12,861	–	–	0.23%	81
2017 Q1	$226K	Buy	12,861 +510	+4%	+$8.66K	0.24%	78
2016 Q4	$204K	Buy	+12,351	New	+$193K	0.27%	75

Other funds holding DXJ

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

BigSur Wealth Management's DXJ Position: Q3 2026 in Review

BigSur Wealth Management held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q3 2026 at 540 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #164.

BigSur Wealth Management first reported a position in DXJ in Q4 2016 and has held it in 14 quarters since. The position peaked at $254K in Q1 2018. 104 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

BigSur Wealth Management held 540 shares of WisdomTree Japan Hedged Equity Fund worth $32.5K as of Q3 2026.
BigSur Wealth Management left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q3 2026.
WisdomTree Japan Hedged Equity Fund made up 0.01% of BigSur Wealth Management's portfolio in Q3 2026, its #164 holding.
BigSur Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and has held it in 14 quarters since.
BigSur Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $254K in Q1 2018.
104 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on BigSur Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.