Compass Financial Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Compass Financial Management’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

Morgan Stanley New York $1.89T AUM 35.08% 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

Goldman Sachs New York $1.15T AUM 47.82% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Compass Financial Management's DXJ Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.26% of Compass Financial Management's portfolio in Q2 2026, its #109 holding.
398 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.