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

Consultiva 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	$199K	Hold	1,147	–	–	0.45%	30
2026 Q1	$182K	Hold	1,147	–	–	0.53%	28
2025 Q4	$165K	Hold	1,147	–	–	0.46%	32
2025 Q3	$147K	Hold	1,147	–	–	0.41%	43
2025 Q2	$131K	Hold	1,147	–	–	0.4%	41
2025 Q1	$126K	Hold	1,147	–	–	0.43%	42
2024 Q4	$127K	Buy	+1,147	New	+$126K	0.63%	25

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

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

Consultiva Wealth Management held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 1,147 shares worth $199K. The position accounts for 0.45% of the portfolio, ranked #30.

Consultiva Wealth Management first reported a position in DXJ in Q4 2024 and has held it in 7 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Consultiva Wealth Management held 1,147 shares of WisdomTree Japan Hedged Equity Fund worth $199K as of Q2 2026.
Consultiva Wealth Management left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.45% of Consultiva Wealth Management's portfolio in Q2 2026, its #30 holding.
Consultiva Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

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