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

Medallion 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 Q1	$4.82K	Hold	30	–	–	﹤0.01%	878
2025 Q4	$4.38K	Hold	30	–	–	﹤0.01%	885
2025 Q3	$3.88K	Hold	30	–	–	﹤0.01%	896
2025 Q2	$3.44K	Hold	30	–	–	﹤0.01%	893
2025 Q1	$3.27K	Hold	30	–	–	﹤0.01%	852
2024 Q4	$3.3K	Buy	+30	New	+$3.29K	﹤0.01%	795

Other funds holding DXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Medallion Wealth Advisors's DXJ Position: Q1 2026 in Review

Medallion Wealth Advisors held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q1 2026 at 30 shares worth $4.82K. The position accounts for ﹤0.01% of the portfolio, ranked #878.

Medallion Wealth Advisors first reported a position in DXJ in Q4 2024 and has held it in 6 quarters since. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Medallion Wealth Advisors held 30 shares of WisdomTree Japan Hedged Equity Fund worth $4.82K as of Q1 2026.
Medallion Wealth Advisors left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q1 2026.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #878 holding.
Medallion Wealth Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and has held it in 6 quarters since.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.