Gladstone Institutional Advisory’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Gladstone Institutional Advisory’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	$8.3M	Buy	47,812 +2,442	+5%	+$410K	0.26%	78
2026 Q1	$7.19M	Buy	45,370 +38,827	+593%	+$6.13M	0.27%	80
2025 Q4	$943K	Buy	6,543 +2,429	+59%	+$333K	0.04%	378
2025 Q3	$527K	Buy	4,114 +2,017	+96%	+$248K	0.02%	505
2025 Q2	$240K	Buy	2,097 +2	+0.1%	+$219	0.01%	660
2025 Q1	$231K	Sell	2,095 -300	-13%	-$33K	0.01%	650
2024 Q4	$264K	Sell	2,395 -44	-2%	-$4.82K	0.01%	621
2024 Q3	$259K	Sell	2,439 -67,923	-97%	-$7.21M	0.01%	595
2024 Q2	$7.94M	Buy	70,362 +65,282	+1,285%	+$7.09M	0.41%	56
2024 Q1	$551K	Buy	5,080 +2,637	+108%	+$263K	0.03%	390
2023 Q4	$215K	Buy	2,443 +4	+0.2%	+$354	0.01%	612
2023 Q3	$215K	Buy	+2,439	New	+$208K	0.01%	564

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B 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 $58.2B AUM 22.78% 1-Year Est. Return

Gladstone Institutional Advisory's DXJ Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 5.4% in Q2 2026, buying an estimated $410K and bringing the position to 47,812 shares worth $8.3M. The position accounts for 0.26% of the portfolio, ranked #78.

Gladstone Institutional Advisory first reported a position in DXJ in Q3 2023 and has held it in 12 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Gladstone Institutional Advisory held 47,812 shares of WisdomTree Japan Hedged Equity Fund worth $8.3M as of Q2 2026.
Gladstone Institutional Advisory bought 2,442 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $410K.
WisdomTree Japan Hedged Equity Fund made up 0.26% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #78 holding.
Gladstone Institutional Advisory first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and has held it in 12 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.