EverSource Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

EverSource Wealth 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	$2.45K	Hold	42	–	–	﹤0.01%	3646
2026 Q1	$2.23K	Hold	42	–	–	﹤0.01%	3607
2025 Q4	$2.02K	Buy	+42	New	+$1.92K	﹤0.01%	3495
2025 Q1	–	Sell	-147	Closed	-$5.35K	–	4068
2024 Q4	$5.35K	Buy	147 +6	+4%	+$219	﹤0.01%	2313
2024 Q3	$5.01K	Sell	141 -273	-66%	-$9.66K	﹤0.01%	2220
2024 Q2	$15.2K	Buy	414 +273	+194%	+$9.88K	﹤0.01%	1642
2024 Q1	$5.1K	Hold	141	–	–	﹤0.01%	2045
2023 Q4	$4.13K	Hold	141	–	–	﹤0.01%	1932
2023 Q3	$4.15K	Hold	141	–	–	﹤0.01%	1774
2023 Q2	$3.91K	Hold	141	–	–	﹤0.01%	1827
2023 Q1	$3.32K	Buy	+141	New	+$3.22K	﹤0.01%	1776

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

EverSource Wealth Advisors's DXJ Position: Q2 2026 in Review

EverSource Wealth Advisors held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 42 shares worth $2.45K. The position accounts for ﹤0.01% of the portfolio, ranked #3646.

EverSource Wealth Advisors first reported a position in DXJ in Q1 2023 and has held it in 11 quarters since. The position peaked at $15.2K in Q2 2024. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

EverSource Wealth Advisors held 42 shares of WisdomTree Japan Hedged Equity Fund worth $2.45K as of Q2 2026.
EverSource Wealth Advisors left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3646 holding.
EverSource Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2023 and has held it in 11 quarters since.
EverSource Wealth Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $15.2K in Q2 2024.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.