Cape Investment Advisory’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Cape Investment Advisory’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	$868	Buy	+5	New	+$840	﹤0.01%	1354

Other funds holding DXJ

Mirae Asset Global Investments

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

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

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

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

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

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

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

Nvest Wealth Strategies Powell, Ohio $160M AUM

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

Cape Investment Advisory's DXJ Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 5 shares worth $868. The stake represents ﹤0.01% of the portfolio and ranks #1354 among its holdings.

100 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Cape Investment Advisory held 5 shares of WisdomTree Japan Hedged Equity Fund worth $868 as of Q2 2026.
WisdomTree Japan Hedged Equity Fund was a new Cape Investment Advisory position in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1354 holding.
100 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.