GeoWealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

GeoWealth Management’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	$1M	Buy	5,789 +5,667	+4,645%	+$952K	0.03%	325
2026 Q1	$19.4K	Sell	122 -772	-86%	-$122K	﹤0.01%	827
2025 Q4	$129K	Sell	894 -4,015	-82%	-$550K	﹤0.01%	706
2025 Q3	$629K	Sell	4,909 -1,106	-18%	-$136K	0.02%	398
2025 Q2	$687K	Buy	6,015 +384	+7%	+$42K	0.03%	334
2025 Q1	$620K	Buy	5,631 +5,554	+7,213%	+$611K	0.02%	377
2024 Q4	$8.49K	Buy	+77	New	+$8.43K	﹤0.01%	1504
2024 Q3	–	Hold	0	–	–	–	1686
2023 Q3	–	Sell	-3,877	Closed	-$323K	–	494
2023 Q2	$323K	Buy	+3,877	New	+$295K	0.03%	208

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

GeoWealth Management's DXJ Position: Q2 2026 in Review

GeoWealth Management increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 4,645% in Q2 2026, buying an estimated $952K and bringing the position to 5,789 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #325.

GeoWealth Management first reported a position in DXJ in Q2 2023 and has held it in 8 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

GeoWealth Management held 5,789 shares of WisdomTree Japan Hedged Equity Fund worth $1M as of Q2 2026.
GeoWealth Management bought 5,667 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $952K.
WisdomTree Japan Hedged Equity Fund made up 0.03% of GeoWealth Management's portfolio in Q2 2026, its #325 holding.
GeoWealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2023 and has held it in 8 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.