Cathy Pareto & Associates’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Cathy Pareto & Associates’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	$495K	Sell	8,559 -606	-7%	-$34K	0.29%	54
2026 Q1	$484K	Buy	9,165 +129	+1%	+$6.79K	0.33%	54
2025 Q4	$434K	Sell	9,036 -786	-8%	-$35.9K	0.3%	59
2025 Q3	$419K	Sell	9,822 -90	-0.9%	-$3.68K	0.32%	56
2025 Q2	$378K	Sell	9,912 -1,161	-10%	-$42.3K	0.31%	61
2025 Q1	$407K	Buy	11,073 +1,347	+14%	+$49.4K	0.36%	48
2024 Q4	$358K	Buy	+9,726	New	+$355K	0.33%	54

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Cathy Pareto & Associates's DXJ Position: Q2 2026 in Review

Cathy Pareto & Associates reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 6.6% in Q2 2026, selling an estimated $34K and leaving 8,559 shares worth $495K. The position accounts for 0.29% of the portfolio, ranked #54.

Cathy Pareto & Associates first reported a position in DXJ in Q4 2024 and has held it in 7 quarters since. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Cathy Pareto & Associates held 8,559 shares of WisdomTree Japan Hedged Equity Fund worth $495K as of Q2 2026.
Cathy Pareto & Associates sold 606 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $34K.
WisdomTree Japan Hedged Equity Fund made up 0.29% of Cathy Pareto & Associates's portfolio in Q2 2026, its #54 holding.
Cathy Pareto & Associates first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.