COMPASS FINANCIAL MANAGEMENT LLC’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$2.13M	Buy	+12,260	New	+$2.06M	0.26%	109

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return

AIC

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's DXJ Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 12,260 shares worth $2.13M. The stake represents 0.26% of the portfolio and ranks #109 among its holdings.

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

COMPASS FINANCIAL MANAGEMENT LLC held 12,260 shares of WisdomTree Japan Hedged Equity Fund worth $2.13M as of Q2 2026.
WisdomTree Japan Hedged Equity Fund was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.26% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #109 holding.
313 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.