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	2,853 -202	-7%	-$34K	0.29%	54
2026 Q1	$484K	Buy	3,055 +43	+1%	+$6.79K	0.33%	54
2025 Q4	$434K	Sell	3,012 -262	-8%	-$35.9K	0.3%	59
2025 Q3	$419K	Sell	3,274 -30	-0.9%	-$3.68K	0.32%	56
2025 Q2	$378K	Sell	3,304 -387	-10%	-$42.3K	0.31%	61
2025 Q1	$407K	Buy	3,691 +449	+14%	+$49.4K	0.36%	48
2024 Q4	$358K	Buy	+3,242	New	+$355K	0.33%	54

Other funds holding DXJ

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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