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

Copia 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	$3.06M	Buy	17,623 +1,342	+8%	+$226K	1.84%	14
2026 Q1	$2.58M	Buy	16,281 +6,722	+70%	+$1.06M	1.77%	16
2025 Q4	$1.38M	Buy	9,559 +1,776	+23%	+$243K	0.98%	26
2025 Q3	$996K	Sell	7,783 -219	-3%	-$26.9K	0.74%	35
2025 Q2	$914K	Sell	8,002 -37	-0.5%	-$4.04K	0.77%	35
2025 Q1	$886K	Sell	8,039 -486	-6%	-$53.5K	0.82%	32
2024 Q4	$940K	Buy	+8,525	New	+$933K	0.89%	30

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

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

Copia Wealth Management increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 8.2% in Q2 2026, buying an estimated $226K and bringing the position to 17,623 shares worth $3.06M. The position accounts for 1.84% of the portfolio, ranked #14.

Copia Wealth Management first reported a position in DXJ in Q4 2024 and has held it in 7 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Copia Wealth Management held 17,623 shares of WisdomTree Japan Hedged Equity Fund worth $3.06M as of Q2 2026.
Copia Wealth Management bought 1,342 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $226K.
WisdomTree Japan Hedged Equity Fund made up 1.84% of Copia Wealth Management's portfolio in Q2 2026, its #14 holding.
Copia Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.