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

IAM 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	$222K	Buy	1,278 +8	+0.6%	+$1.34K	0.04%	100
2026 Q1	$201K	Buy	+1,270	New	+$200K	0.05%	95

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

IAM Advisory's DXJ Position: Q2 2026 in Review

IAM Advisory increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.63% in Q2 2026, buying an estimated $1.34K and bringing the position to 1,278 shares worth $222K. The position accounts for 0.04% of the portfolio, ranked #100.

IAM Advisory first reported a position in DXJ in Q1 2026 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

IAM Advisory held 1,278 shares of WisdomTree Japan Hedged Equity Fund worth $222K as of Q2 2026.
IAM Advisory bought 8 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $1.34K.
WisdomTree Japan Hedged Equity Fund made up 0.04% of IAM Advisory's portfolio in Q2 2026, its #100 holding.
IAM Advisory first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2026 and has held it in 2 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on IAM Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.