Dynamic Advisor Solutions’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Dynamic Advisor Solutions’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	$615K	Buy	3,545 +26	+0.7%	+$4.37K	0.02%	619
2026 Q1	$558K	Buy	3,519 +28	+0.8%	+$4.42K	0.02%	619
2025 Q4	$503K	Sell	3,491 -25	-0.7%	-$3.43K	0.02%	631
2025 Q3	$450K	Buy	3,516 +466	+15%	+$57.2K	0.01%	662
2025 Q2	$349K	Buy	3,050 +97	+3%	+$10.6K	0.01%	696
2025 Q1	$325K	Buy	+2,953	New	+$325K	0.01%	683
2024 Q4	–	Sell	-2,593	Closed	-$275K	–	701
2024 Q3	$275K	Buy	2,593 +770	+42%	+$81.8K	0.01%	783
2024 Q2	$206K	Buy	+1,823	New	+$198K	0.01%	873
2014 Q3	–	Sell	-16,306	Closed	-$805K	–	201
2014 Q2	$805K	Buy	+16,306	New	+$772K	0.48%	61

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XY Planning Network Bozeman, Montana $797M AUM 18.73% 1-Year Est. Return

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return