Concurrent Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Concurrent Investment Advisors’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	$557K	Buy	3,212 +325	+11%	+$54.6K	﹤0.01%	1340
2026 Q1	$458K	Buy	2,887 +1,195	+71%	+$189K	0.01%	1256
2025 Q4	$244K	Sell	1,692 -17,207	-91%	-$2.36M	﹤0.01%	1517
2025 Q3	$2.42M	Sell	18,899 -3,354	-15%	-$412K	0.04%	416
2025 Q2	$2.54M	Buy	22,253 +9,751	+78%	+$1.07M	0.05%	370
2025 Q1	$1.38M	Buy	12,502 +10,628	+567%	+$1.17M	0.03%	455
2024 Q4	$207K	Sell	1,874 -9,362	-83%	-$1.03M	0.01%	980
2024 Q3	$1.19M	Buy	11,236 +481	+4%	+$51.1K	0.04%	424
2024 Q2	$1.21M	Sell	10,755 -4,676	-30%	-$508K	0.04%	387
2024 Q1	$1.67M	Buy	15,431 +7,279	+89%	+$726K	0.07%	274
2023 Q4	$717K	Buy	+8,152	New	+$721K	0.03%	403

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

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

MIH

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

Concurrent Investment Advisors's DXJ Position: Q2 2026 in Review

Concurrent Investment Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 11% in Q2 2026, buying an estimated $54.6K and bringing the position to 3,212 shares worth $557K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Concurrent Investment Advisors first reported a position in DXJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.54M in Q2 2025. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Concurrent Investment Advisors held 3,212 shares of WisdomTree Japan Hedged Equity Fund worth $557K as of Q2 2026.
Concurrent Investment Advisors bought 325 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $54.6K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1340 holding.
Concurrent Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $2.54M in Q2 2025.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.