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 Q2	$2.91M	Buy	16,782 +1,541	+10%	+$259K	0.05%	322
2026 Q1	$2.42M	Buy	15,241 +4,634	+44%	+$731K	0.04%	337
2025 Q4	$1.53M	Buy	+10,607	New	+$1.45M	0.03%	397
2025 Q3	–	Sell	-23,264	Closed	-$2.66M	–	932
2025 Q2	$2.66M	Sell	23,264 -351	-1%	-$38.4K	0.06%	268
2025 Q1	$2.6M	Sell	23,615 -300	-1%	-$33K	0.06%	265
2024 Q4	$2.64M	Sell	23,915 -338	-1%	-$37K	0.06%	274
2024 Q3	$2.57M	Sell	24,253 -25,215	-51%	-$2.68M	0.06%	275
2024 Q2	$5.58M	Buy	49,468 +16,452	+50%	+$1.79M	0.16%	142
2024 Q1	$3.58M	Buy	33,016 +14,400	+77%	+$1.44M	0.11%	197
2023 Q4	$1.64M	Buy	18,616 +1,673	+10%	+$148K	0.06%	270
2023 Q3	$1.5M	Buy	16,943 +10,045	+146%	+$856K	0.06%	258
2023 Q2	$574K	Buy	+6,898	New	+$525K	0.02%	414

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

Great Valley Advisor Group's DXJ Position: Q2 2026 in Review

Great Valley Advisor Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 10% in Q2 2026, buying an estimated $259K and bringing the position to 16,782 shares worth $2.91M. The position accounts for 0.05% of the portfolio, ranked #322.

Great Valley Advisor Group first reported a position in DXJ in Q2 2023 and has held it in 12 quarters since. The position peaked at $5.58M in Q2 2024. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Great Valley Advisor Group held 16,782 shares of WisdomTree Japan Hedged Equity Fund worth $2.91M as of Q2 2026.
Great Valley Advisor Group bought 1,541 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $259K.
WisdomTree Japan Hedged Equity Fund made up 0.05% of Great Valley Advisor Group's portfolio in Q2 2026, its #322 holding.
Great Valley Advisor Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2023 and has held it in 12 quarters since.
Great Valley Advisor Group's WisdomTree Japan Hedged Equity Fund position peaked at $5.58M in Q2 2024.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.