Evernest Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Evernest Financial Advisors’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	$11.4M	Buy	65,507 +2,241	+4%	+$377K	2.38%	12
2026 Q1	$10.2M	Buy	63,266 +3,574	+6%	+$564K	2.11%	15
2025 Q4	$9.85M	Sell	59,692 -1,181	-2%	-$162K	2.07%	15
2025 Q3	$7.79M	Sell	60,873 -266	-0.4%	-$32.6K	2.18%	12
2025 Q2	$6.99M	Sell	61,139 -31,664	-34%	-$3.46M	2.26%	11
2025 Q1	$10.2M	Sell	92,803 -606	-0.6%	-$66.6K	3.67%	5
2024 Q4	$10.3M	Buy	93,409 +834	+0.9%	+$91.3K	2.67%	11
2024 Q3	$9.81M	Sell	92,575 -699	-0.7%	-$74.2K	2.65%	12
2024 Q2	$10.5M	Buy	93,274 +4,931	+6%	+$536K	4.72%	6
2024 Q1	$9.31M	Buy	88,343 +2,200	+3%	+$219K	4.41%	7
2023 Q4	$7.58M	Buy	+86,143	New	+$7.62M	3.84%	6
2021 Q4	$8.57M	Buy	+87,208	New	+$5.48M	4.44%	7

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

Evernest Financial Advisors's DXJ Position: Q2 2026 in Review

Evernest Financial Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 3.5% in Q2 2026, buying an estimated $377K and bringing the position to 65,507 shares worth $11.4M. The position accounts for 2.38% of the portfolio, ranked #12.

Evernest Financial Advisors first reported a position in DXJ in Q4 2021 and has held it in 12 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Evernest Financial Advisors held 65,507 shares of WisdomTree Japan Hedged Equity Fund worth $11.4M as of Q2 2026.
Evernest Financial Advisors bought 2,241 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $377K.
WisdomTree Japan Hedged Equity Fund made up 2.38% of Evernest Financial Advisors's portfolio in Q2 2026, its #12 holding.
Evernest Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2021 and has held it in 12 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.