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Dala Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Dala Group’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
Q1 		$2.11M Sell
13,327
-3,233
-20% -$510K 1.77% 12
2025
Q4 		$2.39M Buy
+16,560
New +$2.27M 2.07% 15

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dala Group's DXJ Position: Q1 2026 in Review

Dala Group reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 20% in Q1 2026, selling an estimated $510K and leaving 13,327 shares worth $2.11M. The position accounts for 1.77% of the portfolio, ranked #12.

Dala Group first reported a position in DXJ in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.39M in Q4 2025. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

  • Dala Group held 13,327 shares of WisdomTree Japan Hedged Equity Fund worth $2.11M as of Q1 2026.
  • Dala Group sold 3,233 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $510K.
  • WisdomTree Japan Hedged Equity Fund made up 1.77% of Dala Group's portfolio in Q1 2026, its #12 holding.
  • Dala Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2025 and has held it in 2 quarters since.
  • Dala Group's WisdomTree Japan Hedged Equity Fund position peaked at $2.39M in Q4 2025.
  • 394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Dala Group's 13F filing for Q1 2026, filed 1 Jun 2026.