Great Valley Advisor Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Great Valley Advisor Group’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 Q3	$3.4M	Buy	56,481 +6,135	+12%	+$363K	0.05%	325
2026 Q2	$2.91M	Buy	50,346 +4,623	+10%	+$259K	0.05%	322
2026 Q1	$2.42M	Buy	45,723 +13,902	+44%	+$731K	0.04%	337
2025 Q4	$1.53M	Buy	+31,821	New	+$1.45M	0.03%	397
2025 Q3	–	Sell	-69,792	Closed	-$2.66M	–	932
2025 Q2	$2.66M	Sell	69,792 -1,053	-1%	-$38.4K	0.06%	268
2025 Q1	$2.6M	Sell	70,845 -900	-1%	-$33K	0.06%	265
2024 Q4	$2.64M	Sell	71,745 -1,014	-1%	-$37K	0.06%	274
2024 Q3	$2.57M	Sell	72,759 -75,645	-51%	-$2.68M	0.06%	275
2024 Q2	$5.58M	Buy	148,404 +49,356	+50%	+$1.79M	0.16%	142
2024 Q1	$3.58M	Buy	99,048 +43,200	+77%	+$1.44M	0.11%	197
2023 Q4	$1.64M	Buy	55,848 +5,019	+10%	+$148K	0.06%	270
2023 Q3	$1.5M	Buy	50,829 +30,135	+146%	+$856K	0.06%	258
2023 Q2	$574K	Buy	+20,694	New	+$525K	0.02%	414

Other funds holding DXJ

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $864M AUM 33.29% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Great Valley Advisor Group's DXJ Position: Q3 2026 in Review

Great Valley Advisor Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 12% in Q3 2026, buying an estimated $363K and bringing the position to 56,481 shares worth $3.4M. The position accounts for 0.05% of the portfolio, ranked #325.

Great Valley Advisor Group first reported a position in DXJ in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.58M in Q2 2024. 260 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

Great Valley Advisor Group held 56,481 shares of WisdomTree Japan Hedged Equity Fund worth $3.4M as of Q3 2026.
Great Valley Advisor Group bought 6,135 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $363K.
WisdomTree Japan Hedged Equity Fund made up 0.05% of Great Valley Advisor Group's portfolio in Q3 2026, its #325 holding.
Great Valley Advisor Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2023 and has held it in 13 quarters since.
Great Valley Advisor Group's WisdomTree Japan Hedged Equity Fund position peaked at $5.58M in Q2 2024.
260 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.