Independent Advisor Alliance’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Independent Advisor Alliance’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	$606K	Sell	3,491 -1,146	-25%	-$193K	0.01%	603
2026 Q1	$735K	Buy	4,637 +767	+20%	+$121K	0.01%	973
2025 Q4	$558K	Sell	3,870 -447	-10%	-$61.3K	0.01%	616
2025 Q3	$553K	Sell	4,317 -4,827	-53%	-$592K	0.01%	591
2025 Q2	$1.04M	Buy	9,144 +5,462	+148%	+$597K	0.03%	412
2025 Q1	$406K	Sell	3,682 -1,326	-26%	-$146K	0.01%	578
2024 Q4	$552K	Buy	+5,008	New	+$548K	0.01%	933
2020 Q1	–	Sell	-8,267	Closed	-$445K	–	503
2019 Q4	$445K	Buy	+8,267	New	+$441K	0.02%	557

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

Independent Advisor Alliance's DXJ Position: Q2 2026 in Review

Independent Advisor Alliance reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 25% in Q2 2026, selling an estimated $193K and leaving 3,491 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #603.

Independent Advisor Alliance first reported a position in DXJ in Q4 2019 and has held it in 8 quarters since. The position peaked at $1.04M in Q2 2025. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Independent Advisor Alliance held 3,491 shares of WisdomTree Japan Hedged Equity Fund worth $606K as of Q2 2026.
Independent Advisor Alliance sold 1,146 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $193K.
WisdomTree Japan Hedged Equity Fund made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #603 holding.
Independent Advisor Alliance first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2019 and has held it in 8 quarters since.
Independent Advisor Alliance's WisdomTree Japan Hedged Equity Fund position peaked at $1.04M in Q2 2025.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.