IFP Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $297K | Buy |
4,932
+906
| +23% | +$53.6K | 0.01% | 1305 |
|
|
2026
Q2 | $233K | Buy |
4,026
+3,423
| +568% | +$192K | ﹤0.01% | 1434 |
|
|
2026
Q1 | $31.9K | Sell |
603
-108
| -15% | -$5.68K | ﹤0.01% | 2512 |
|
|
2025
Q4 | $34.2K | Sell |
711
-948
| -57% | -$43.3K | ﹤0.01% | 2410 |
|
|
2025
Q3 | $70.8K | Hold |
1,659
| – | – | ﹤0.01% | 1893 |
|
|
2025
Q2 | $63.2K | Buy |
1,659
+1,056
| +175% | +$38.5K | ﹤0.01% | 1920 |
|
|
2025
Q1 | $22.1K | Sell |
603
-273
| -31% | -$10K | ﹤0.01% | 2253 |
|
|
2024
Q4 | $32.2K | Sell |
876
-585
| -40% | -$21.4K | ﹤0.01% | 2043 |
|
|
2024
Q3 | $51.6K | Sell |
1,461
-22,077
| -94% | -$782K | ﹤0.01% | 1718 |
|
|
2024
Q2 | $885K | Buy |
23,538
+12,135
| +106% | +$439K | 0.04% | 477 |
|
|
2024
Q1 | $413K | Buy |
11,403
+10,818
| +1,849% | +$360K | 0.02% | 677 |
|
|
2023
Q4 | $17.2K | Buy |
585
+33
| +6% | +$972 | ﹤0.01% | 1976 |
|
|
2023
Q3 | $16.2K | Buy |
552
+198
| +56% | +$5.63K | ﹤0.01% | 2043 |
|
|
2023
Q2 | $9.8K | Sell |
354
-81
| -19% | -$2.05K | ﹤0.01% | 2310 |
|
|
2023
Q1 | $8.85K | Buy |
435
+126
| +41% | +$2.88K | ﹤0.01% | 2340 |
|
|
2022
Q4 | $6K | Sell |
309
-39
| -11% | -$857 | ﹤0.01% | 3678 |
|
|
2022
Q3 | $6K | Hold |
348
| – | – | ﹤0.01% | 3924 |
|
|
2022
Q2 | $6K | Hold |
348
| – | – | ﹤0.01% | 3675 |
|
|
2022
Q1 | $6K | Buy |
+348
| New | +$7.28K | ﹤0.01% | 3673 |
|
|
2020
Q4 | – | Sell |
-234
| Closed | -$4.03K | – | 2984 |
|
|
2020
Q3 | $4K | Sell |
234
-261
| -53% | -$4.17K | ﹤0.01% | 2258 |
|
|
2020
Q2 | $8K | Sell |
495
-444
| -47% | -$6.73K | ﹤0.01% | 1893 |
|
|
2020
Q1 | $14K | Sell |
939
-114
| -11% | -$1.87K | ﹤0.01% | 1632 |
|
|
2019
Q4 | $19K | Buy |
1,053
+888
| +538% | +$15.8K | ﹤0.01% | 1625 |
|
|
2019
Q3 | $3K | Buy |
+165
| New | +$2.66K | ﹤0.01% | 2524 |
|
|
2019
Q1 | $56K | Buy |
3,261
+918
| +39% | +$15.2K | 0.01% | 919 |
|
|
2018
Q4 | $37K | Buy |
2,343
+432
| +23% | +$7.51K | ﹤0.01% | 1780 |
|
|
2018
Q3 | $37K | Sell |
1,911
-4,182
| -69% | -$76.5K | ﹤0.01% | 2060 |
|
|
2018
Q2 | $110K | Sell |
6,093
-10,395
| -63% | -$196K | ﹤0.01% | 1422 |
|
|
2018
Q1 | $326K | Hold |
16,488
| – | – | 0.01% | 790 |
|
|
2017
Q4 | $326K | Buy |
16,488
+4,743
| +40% | +$91.2K | 0.01% | 790 |
|
|
2017
Q3 | $214K | Sell |
11,745
-4,287
| -27% | -$75K | 0.01% | 1100 |
|
|
2017
Q2 | $278K | Buy |
16,032
+381
| +2% | +$6.5K | 0.01% | 943 |
|
|
2017
Q1 | $264K | Sell |
15,651
-3,303
| -17% | -$56.1K | 0.01% | 970 |
|
|
2016
Q4 | $313K | Sell |
18,954
-6,258
| -25% | -$98K | 0.02% | 832 |
|
|
2016
Q3 | $361K | Buy |
25,212
+10,653
| +73% | +$148K | 0.02% | 716 |
|
|
2016
Q2 | $188K | Buy |
14,559
+11,298
| +346% | +$159K | 0.01% | 1000 |
|
|
2016
Q1 | $56K | Sell |
3,261
-35,805
| -92% | -$527K | 0.01% | 923 |
|
|
2015
Q4 | $652K | Buy |
+39,066
| New | +$693K | 0.04% | 419 |
|
Other funds holding DXJ
IFP Advisors's DXJ Position: Q3 2026 in Review
IFP Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 23% in Q3 2026, buying an estimated $53.6K and bringing the position to 4,932 shares worth $297K. The position accounts for 0.01% of the portfolio, ranked #1305.
IFP Advisors first reported a position in DXJ in Q4 2015 and has held it in 38 quarters since. The position peaked at $885K in Q2 2024. 271 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.
- IFP Advisors held 4,932 shares of WisdomTree Japan Hedged Equity Fund worth $297K as of Q3 2026.
- IFP Advisors bought 906 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $53.6K.
- WisdomTree Japan Hedged Equity Fund made up 0.01% of IFP Advisors's portfolio in Q3 2026, its #1305 holding.
- IFP Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2015 and has held it in 38 quarters since.
- IFP Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $885K in Q2 2024.
- 271 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.
Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.