Foundations Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Foundations Investment 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	$27.6M	Buy	476,337 +8,136	+2%	+$456K	0.28%	84
2026 Q1	$24.7M	Buy	468,201 +89,133	+24%	+$4.69M	0.31%	82
2025 Q4	$18.2M	Sell	379,068 -18,810	-5%	-$860K	0.24%	93
2025 Q3	$17M	Sell	397,878 -9,519	-2%	-$389K	0.25%	95
2025 Q2	$15.5M	Sell	407,397 -11,313	-3%	-$412K	0.25%	102
2025 Q1	$15.4M	Buy	418,710 +27,048	+7%	+$992K	0.28%	89
2024 Q4	$14.4M	Buy	391,662 +16,989	+5%	+$620K	0.28%	83
2024 Q3	$13.2M	Sell	374,673 -1,878	-0.5%	-$66.5K	0.28%	82
2024 Q2	$14.2M	Buy	376,551 +26,367	+8%	+$955K	0.34%	66
2024 Q1	$12.7M	Buy	350,184 +70,194	+25%	+$2.33M	0.33%	64
2023 Q4	$8.99M	Buy	279,990 +151,251	+117%	+$4.46M	0.24%	83
2023 Q3	$3.79M	Buy	128,739 +121,224	+1,613%	+$3.45M	0.12%	143
2023 Q2	$209K	Buy	+7,515	New	+$190K	0.01%	541
2020 Q1	–	Sell	-132,744	Closed	-$2.38M	–	122
2019 Q4	$2.38M	Buy	132,744 +1,296	+1%	+$23.1K	0.29%	30
2019 Q3	$2.15M	Buy	131,448 +37,938	+41%	+$612K	0.28%	31
2019 Q2	$1.55M	Buy	+93,510	New	+$1.55M	0.23%	37

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

Foundations Investment Advisors's DXJ Position: Q2 2026 in Review

Foundations Investment Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 1.7% in Q2 2026, buying an estimated $456K and bringing the position to 476,337 shares worth $27.6M. The position accounts for 0.28% of the portfolio, ranked #84.

Foundations Investment Advisors first reported a position in DXJ in Q2 2019 and has held it in 16 quarters since. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Foundations Investment Advisors held 476,337 shares of WisdomTree Japan Hedged Equity Fund worth $27.6M as of Q2 2026.
Foundations Investment Advisors bought 8,136 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $456K.
WisdomTree Japan Hedged Equity Fund made up 0.28% of Foundations Investment Advisors's portfolio in Q2 2026, its #84 holding.
Foundations Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2019 and has held it in 16 quarters since.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.