BFC Planning, Inc.’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

BFC Planning, Inc.’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	$918K	Buy	15,864 +888	+6%	+$49.7K	0.04%	426
2026 Q1	$792K	Buy	14,976 +2,997	+25%	+$158K	0.04%	427
2025 Q4	$576K	Buy	11,979 +474	+4%	+$21.7K	0.03%	512
2025 Q3	$491K	Buy	11,505 +1,761	+18%	+$72K	0.04%	391
2025 Q2	$371K	Buy	9,744 +474	+5%	+$17.3K	0.03%	432
2025 Q1	$340K	Buy	9,270 +1,032	+13%	+$37.8K	0.03%	433
2024 Q4	$303K	Buy	+8,238	New	+$301K	0.03%	472

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

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B 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 $59.5B AUM 15.92% 1-Year Est. Return

BFC Planning, Inc.'s DXJ Position: Q2 2026 in Review

BFC Planning, Inc. increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 5.9% in Q2 2026, buying an estimated $49.7K and bringing the position to 15,864 shares worth $918K. The position accounts for 0.04% of the portfolio, ranked #426.

BFC Planning, Inc. first reported a position in DXJ in Q4 2024 and has held it in 7 quarters since. 424 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

BFC Planning, Inc. held 15,864 shares of WisdomTree Japan Hedged Equity Fund worth $918K as of Q2 2026.
BFC Planning, Inc. bought 888 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $49.7K.
WisdomTree Japan Hedged Equity Fund made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #426 holding.
BFC Planning, Inc. first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
424 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.