Lugano Financial Advisors SA (LFA)’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Lugano Financial Advisors SA (LFA)’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	$140K	Buy	2,415 +1,455	+152%	+$81.5K	0.08%	102
2026 Q1	$50.7K	Hold	960	–	–	0.03%	146
2025 Q4	$46.1K	Hold	960	–	–	0.02%	157
2025 Q3	$41K	Hold	960	–	–	0.02%	156
2025 Q2	$36.6K	Hold	960	–	–	0.02%	151
2025 Q1	$35.3K	Hold	960	–	–	0.02%	141
2024 Q4	$35.3K	Sell	960 -180	-16%	-$6.57K	0.02%	154
2024 Q3	$40.3K	Hold	1,140	–	–	0.03%	151
2024 Q2	$42.9K	Hold	1,140	–	–	0.03%	140
2024 Q1	$41.2K	Hold	1,140	–	–	0.03%	135
2023 Q4	$33.4K	Hold	1,140	–	–	0.03%	120
2023 Q3	$33.5K	Hold	1,140	–	–	0.03%	125
2023 Q2	$31.6K	Hold	1,140	–	–	0.02%	143
2023 Q1	$26.9K	Hold	1,140	–	–	0.02%	98
2022 Q4	$24.4K	Hold	1,140	–	–	0.02%	104
2022 Q3	$23K	Hold	1,140	–	–	0.02%	97
2022 Q2	$23K	Sell	1,140 -129	-10%	-$2.74K	0.02%	105
2022 Q1	$27K	Hold	1,269	–	–	0.02%	89
2021 Q4	$26K	Hold	1,269	–	–	0.02%	102
2021 Q3	$27K	Hold	1,269	–	–	0.02%	91
2021 Q2	$26K	Hold	1,269	–	–	0.02%	91
2021 Q1	$26K	Hold	1,269	–	–	0.02%	87
2020 Q4	$23K	Hold	1,269	–	–	0.02%	96
2020 Q3	$21K	Hold	1,269	–	–	0.02%	100
2020 Q2	$20K	Hold	1,269	–	–	0.02%	103
2020 Q1	$22K	Hold	1,269	–	–	0.02%	114
2019 Q4	$23K	Buy	+1,269	New	+$22.6K	0.02%	122
2019 Q2	$59K	Sell	3,624 -900	-20%	-$15K	0.04%	102
2019 Q1	$76K	Sell	4,524 -28,884	-86%	-$480K	0.05%	98
2018 Q4	$645K	Hold	33,408	–	–	0.45%	39
2018 Q3	$645K	Buy	33,408 +2,634	+9%	+$48.2K	0.45%	39
2018 Q2	$550K	Buy	+30,774	New	+$580K	0.53%	41

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

Lugano Financial Advisors SA (LFA)'s DXJ Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 152% in Q2 2026, buying an estimated $81.5K and bringing the position to 2,415 shares worth $140K. The position accounts for 0.08% of the portfolio, ranked #102.

Lugano Financial Advisors SA (LFA) first reported a position in DXJ in Q2 2018 and has held it in 32 quarters since. The position peaked at $645K in Q4 2018. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Lugano Financial Advisors SA (LFA) held 2,415 shares of WisdomTree Japan Hedged Equity Fund worth $140K as of Q2 2026.
Lugano Financial Advisors SA (LFA) bought 1,455 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $81.5K.
WisdomTree Japan Hedged Equity Fund made up 0.08% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #102 holding.
Lugano Financial Advisors SA (LFA) first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2018 and has held it in 32 quarters since.
Lugano Financial Advisors SA (LFA)'s WisdomTree Japan Hedged Equity Fund position peaked at $645K in Q4 2018.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.