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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
Q1 		$24.7M Buy
156,067
+29,711
+24% +$4.69M 0.31% 82
2025
Q4 		$18.2M Sell
126,356
-6,270
-5% -$860K 0.24% 93
2025
Q3 		$17M Sell
132,626
-3,173
-2% -$389K 0.25% 95
2025
Q2 		$15.5M Sell
135,799
-3,771
-3% -$412K 0.25% 102
2025
Q1 		$15.4M Buy
139,570
+9,016
+7% +$992K 0.28% 89
2024
Q4 		$14.4M Buy
130,554
+5,663
+5% +$620K 0.28% 83
2024
Q3 		$13.2M Sell
124,891
-626
-0.5% -$66.5K 0.28% 82
2024
Q2 		$14.2M Buy
125,517
+8,789
+8% +$955K 0.34% 66
2024
Q1 		$12.7M Buy
116,728
+23,398
+25% +$2.33M 0.33% 64
2023
Q4 		$8.99M Buy
93,330
+50,417
+117% +$4.46M 0.24% 83
2023
Q3 		$3.79M Buy
42,913
+40,408
+1,613% +$3.45M 0.12% 143
2023
Q2 		$209K Buy
+2,505
New +$190K 0.01% 541
2020
Q1 		– Sell
-44,248
Closed -$2.38M – 122
2019
Q4 		$2.38M Buy
44,248
+432
+1% +$23.1K 0.29% 30
2019
Q3 		$2.15M Buy
43,816
+12,646
+41% +$612K 0.28% 31
2019
Q2 		$1.55M Buy
+31,170
New +$1.55M 0.23% 37

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Foundations Investment Advisors's DXJ Position: Q1 2026 in Review

Foundations Investment Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 24% in Q1 2026, buying an estimated $4.69M and bringing the position to 156,067 shares worth $24.7M. The position accounts for 0.31% of the portfolio, ranked #82.

Foundations Investment Advisors first reported a position in DXJ in Q2 2019 and has held it in 15 quarters since. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

  • Foundations Investment Advisors held 156,067 shares of WisdomTree Japan Hedged Equity Fund worth $24.7M as of Q1 2026.
  • Foundations Investment Advisors bought 29,711 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $4.69M.
  • WisdomTree Japan Hedged Equity Fund made up 0.31% of Foundations Investment Advisors's portfolio in Q1 2026, its #82 holding.
  • Foundations Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2019 and has held it in 15 quarters since.
  • 394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.