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

Ethos Financial 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 Q2	$2.06M	Buy	11,864 +7,718	+186%	+$1.3M	0.14%	143
2026 Q1	$657K	Sell	4,146 -644	-13%	-$102K	0.05%	270
2025 Q4	$691K	Buy	4,790 +2,110	+79%	+$289K	0.05%	250
2025 Q3	$343K	Sell	2,680 -128	-5%	-$15.7K	0.03%	339
2025 Q2	$321K	Sell	2,808 -465	-14%	-$50.8K	0.03%	328
2025 Q1	$361K	Hold	3,273	–	–	0.03%	291
2024 Q4	$361K	Buy	+3,273	New	+$358K	0.05%	198
2024 Q2	–	Sell	-2,778	Closed	-$301K	–	298
2024 Q1	$301K	Sell	2,778 -4,245	-60%	-$423K	0.06%	203
2023 Q4	$618K	Sell	7,023 -3,904	-36%	-$345K	0.13%	116
2023 Q3	$1.02M	Buy	+10,927	New	+$932K	0.26%	56
2023 Q1	–	Sell	-98,847	Closed	-$6.35M	–	195
2022 Q4	$6.35M	Buy	+98,847	New	+$6.51M	2.15%	20

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

Ethos Financial Group's DXJ Position: Q2 2026 in Review

Ethos Financial Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 186% in Q2 2026, buying an estimated $1.3M and bringing the position to 11,864 shares worth $2.06M. The position accounts for 0.14% of the portfolio, ranked #143.

Ethos Financial Group first reported a position in DXJ in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.35M in Q4 2022. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Ethos Financial Group held 11,864 shares of WisdomTree Japan Hedged Equity Fund worth $2.06M as of Q2 2026.
Ethos Financial Group bought 7,718 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $1.3M.
WisdomTree Japan Hedged Equity Fund made up 0.14% of Ethos Financial Group's portfolio in Q2 2026, its #143 holding.
Ethos Financial Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2022 and has held it in 11 quarters since.
Ethos Financial Group's WisdomTree Japan Hedged Equity Fund position peaked at $6.35M in Q4 2022.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.