Kingswood Wealth Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Kingswood Wealth Advisors’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	$844K	Buy	4,863 +297	+7%	+$49.9K	0.03%	451
2026 Q1	$724K	Buy	4,566 +391	+9%	+$61.7K	0.03%	453
2025 Q4	$602K	Sell	4,175 -1,388	-25%	-$190K	0.03%	478
2025 Q3	$712K	Buy	5,563 +760	+16%	+$93.3K	0.04%	386
2025 Q2	$549K	Buy	4,803 +1,995	+71%	+$218K	0.04%	387
2025 Q1	$309K	Buy	+2,808	New	+$309K	0.03%	539
2024 Q2	–	Sell	-3,633	Closed	-$394K	–	673
2024 Q1	$394K	Buy	+3,633	New	+$362K	0.05%	409

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

Kingswood Wealth Advisors's DXJ Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 6.5% in Q2 2026, buying an estimated $49.9K and bringing the position to 4,863 shares worth $844K. The position accounts for 0.03% of the portfolio, ranked #451.

Kingswood Wealth Advisors first reported a position in DXJ in Q1 2024 and has held it in 7 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Kingswood Wealth Advisors held 4,863 shares of WisdomTree Japan Hedged Equity Fund worth $844K as of Q2 2026.
Kingswood Wealth Advisors bought 297 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $49.9K.
WisdomTree Japan Hedged Equity Fund made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #451 holding.
Kingswood Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and has held it in 7 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.