Birchbrook’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Birchbrook’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	$9.99K	Buy	58 +20	+53%	+$3.36K	﹤0.01%	205
2026 Q1	$6.06K	Hold	38	–	–	﹤0.01%	221
2025 Q4	$5.51K	Hold	38	–	–	﹤0.01%	237
2025 Q3	$4.88K	Hold	38	–	–	﹤0.01%	216
2025 Q2	$4.35K	Hold	38	–	–	﹤0.01%	222
2025 Q1	$4.15K	Hold	38	–	–	﹤0.01%	218
2024 Q4	$4.15K	Buy	38 +1	+3%	+$109	﹤0.01%	237
2024 Q3	$3.89K	Hold	37	–	–	﹤0.01%	221
2024 Q2	$4.13K	Buy	37 +16	+76%	+$1.74K	﹤0.01%	221
2024 Q1	$2.33K	Hold	21	–	–	﹤0.01%	245
2023 Q4	$1.88K	Buy	+21	New	+$1.86K	﹤0.01%	273

Other funds holding DXJ

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

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

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

Nvest Wealth Strategies Powell, Ohio $159M AUM

XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return