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

Diversify 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	$232K	Sell	3,924 -99	-2%	-$5.55K	﹤0.01%	1144
2026 Q1	$216K	Sell	4,023 -21	-0.5%	-$1.1K	﹤0.01%	1069
2025 Q4	$207K	Sell	4,044 -58,149	-93%	-$2.66M	0.01%	592
2025 Q3	$2.81M	Buy	62,193 +786	+1%	+$32.2K	0.16%	155
2025 Q2	$2.56M	Buy	61,407 +1,467	+2%	+$53.4K	0.16%	157
2025 Q1	$2.18M	Buy	+59,940	New	+$2.2M	0.16%	159

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

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

Diversify Wealth Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2.5% in Q2 2026, selling an estimated $5.55K and leaving 3,924 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1144.

Diversify Wealth Management first reported a position in DXJ in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.81M in Q3 2025. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Diversify Wealth Management held 3,924 shares of WisdomTree Japan Hedged Equity Fund worth $232K as of Q2 2026.
Diversify Wealth Management sold 99 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $5.55K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1144 holding.
Diversify Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2025 and has held it in 6 quarters since.
Diversify Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $2.81M in Q3 2025.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.