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

FRG Family 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 Q1	$441K	Hold	2,780	–	–	0.07%	118
2025 Q4	$401K	Hold	2,780	–	–	0.06%	120
2025 Q3	$356K	Hold	2,780	–	–	0.06%	124
2025 Q2	$318K	Hold	2,780	–	–	0.06%	130
2025 Q1	$306K	Sell	2,780 -225	-7%	-$24.7K	0.06%	127
2024 Q4	$331K	Buy	3,005 +225	+8%	+$24.6K	0.06%	120
2024 Q3	$295K	Hold	2,780	–	–	0.05%	132
2024 Q2	$256K	Hold	2,780	–	–	0.05%	130
2024 Q1	$302K	Hold	2,780	–	–	0.06%	120
2023 Q4	$245K	Buy	+2,780	New	+$246K	0.05%	132

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FRG Family Wealth Advisors's DXJ Position: Q1 2026 in Review

FRG Family Wealth Advisors held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q1 2026 at 2,780 shares worth $441K. The position accounts for 0.07% of the portfolio, ranked #118.

FRG Family Wealth Advisors first reported a position in DXJ in Q4 2023 and has held it in 10 quarters since. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

FRG Family Wealth Advisors held 2,780 shares of WisdomTree Japan Hedged Equity Fund worth $441K as of Q1 2026.
FRG Family Wealth Advisors left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q1 2026.
WisdomTree Japan Hedged Equity Fund made up 0.07% of FRG Family Wealth Advisors's portfolio in Q1 2026, its #118 holding.
FRG Family Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and has held it in 10 quarters since.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.