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Garton & Associates Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Garton & Associates Financial 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 		– Sell
-211
Closed -$30.4K – 283
2025
Q4 		$30.4K Buy
+211
New +$28.9K 0.02% 509

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Garton & Associates Financial Advisors's DXJ Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2026, closing a stake of 211 shares — an estimated $30.4K sold.

Garton & Associates Financial Advisors first reported a position in DXJ in Q4 2025 and held it in 1 quarter. The position peaked at $30.4K in Q4 2025. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 211 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $30.4K.
  • Garton & Associates Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $30.4K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.