Dala Group
DXJ icon

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
Q3 		$2.24M Buy
37,221
+3,789
+11% +$224K 1.66% 13
2026
Q2 		$1.93M Sell
33,432
-6,549
-16% -$367K 1.59% 12
2026
Q1 		$2.11M Sell
39,981
-9,699
-20% -$510K 1.77% 12
2025
Q4 		$2.39M Buy
+49,680
New +$2.27M 2.07% 15

Other funds holding DXJ

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
JBGlobal.com
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return
Berkeley Inc
Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return
Nvest Wealth Strategies
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Dala Group's DXJ Position: Q3 2026 in Review

Dala Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 11% in Q3 2026, buying an estimated $224K and bringing the position to 37,221 shares worth $2.24M. The position accounts for 1.66% of the portfolio, ranked #13.

Dala Group first reported a position in DXJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.39M in Q4 2025. 153 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

  • Dala Group held 37,221 shares of WisdomTree Japan Hedged Equity Fund worth $2.24M as of Q3 2026.
  • Dala Group bought 3,789 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $224K.
  • WisdomTree Japan Hedged Equity Fund made up 1.66% of Dala Group's portfolio in Q3 2026, its #13 holding.
  • Dala Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's WisdomTree Japan Hedged Equity Fund position peaked at $2.39M in Q4 2025.
  • 153 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.