Comprehensive Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Comprehensive Wealth 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	$1.9M	Buy	10,927 +6,941	+174%	+$1.17M	0.87%	19
2026 Q1	$632K	Sell	3,986 -658	-14%	-$104K	0.32%	36
2025 Q4	$669K	Sell	4,644 -410	-8%	-$56.2K	0.39%	36
2025 Q3	$647K	Sell	5,054 -221	-4%	-$27.1K	0.46%	34
2025 Q2	$603K	Sell	5,275 -2,364	-31%	-$258K	0.49%	32
2025 Q1	$842K	Buy	7,639 +1,166	+18%	+$128K	0.59%	24
2024 Q4	$714K	Buy	6,473 +288	+5%	+$31.5K	0.53%	21
2024 Q3	$656K	Buy	6,185 +1,039	+20%	+$110K	0.43%	20
2024 Q2	$581K	Buy	+5,146	New	+$559K	0.42%	19

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

Comprehensive Wealth Management's DXJ Position: Q2 2026 in Review

Comprehensive Wealth Management increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 174% in Q2 2026, buying an estimated $1.17M and bringing the position to 10,927 shares worth $1.9M. The position accounts for 0.87% of the portfolio, ranked #19.

Comprehensive Wealth Management first reported a position in DXJ in Q2 2024 and has held it in 9 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Comprehensive Wealth Management held 10,927 shares of WisdomTree Japan Hedged Equity Fund worth $1.9M as of Q2 2026.
Comprehensive Wealth Management bought 6,941 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $1.17M.
WisdomTree Japan Hedged Equity Fund made up 0.87% of Comprehensive Wealth Management's portfolio in Q2 2026, its #19 holding.
Comprehensive Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2024 and has held it in 9 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

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