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LifeSteps Financial’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

LifeSteps Financial’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 		$21.7K Buy
+125
New +$21K 0.01% 299
2024
Q2 		– Sell
-91
Closed -$9.87K – 177
2024
Q1 		$9.87K Buy
+91
New +$9.07K 0.01% 296

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LifeSteps Financial's DXJ Position: Q2 2026 in Review

LifeSteps Financial opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 125 shares worth $21.7K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in DXJ as recently as Q1 2024.

LifeSteps Financial first reported a position in DXJ in Q1 2024 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • LifeSteps Financial held 125 shares of WisdomTree Japan Hedged Equity Fund worth $21.7K as of Q2 2026.
  • WisdomTree Japan Hedged Equity Fund was a new LifeSteps Financial position in Q2 2026.
  • WisdomTree Japan Hedged Equity Fund made up 0.01% of LifeSteps Financial's portfolio in Q2 2026, its #299 holding.
  • LifeSteps Financial first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and has held it in 2 quarters since.
  • 421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.