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

Merit Financial Group’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	$416K	Sell	2,398 -448	-16%	-$75.3K	﹤0.01%	1609
2026 Q1	$451K	Buy	2,846 +102	+4%	+$16.1K	﹤0.01%	1424
2025 Q4	$396K	Sell	2,744 -765	-22%	-$105K	﹤0.01%	1422
2025 Q3	$449K	Sell	3,509 -6,673	-66%	-$819K	﹤0.01%	1239
2025 Q2	$1.16M	Buy	10,182 +35	+0.3%	+$3.83K	0.01%	719
2025 Q1	$1.12M	Sell	10,147 -1,270	-11%	-$140K	0.02%	621
2024 Q4	$1.26M	Sell	11,417 -200	-2%	-$21.9K	0.02%	450
2024 Q3	$1.23M	Sell	11,617 -242	-2%	-$25.7K	0.03%	370
2024 Q2	$1.34M	Buy	11,859 +1	+0%	+$109	0.03%	344
2024 Q1	$1.28M	Buy	11,858 +4,499	+61%	+$449K	0.03%	343
2023 Q4	$647K	Buy	+7,359	New	+$651K	0.02%	427

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

Merit Financial Group's DXJ Position: Q2 2026 in Review

Merit Financial Group reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 16% in Q2 2026, selling an estimated $75.3K and leaving 2,398 shares worth $416K. The position accounts for ﹤0.01% of the portfolio, ranked #1609.

Merit Financial Group first reported a position in DXJ in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q2 2024. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Merit Financial Group held 2,398 shares of WisdomTree Japan Hedged Equity Fund worth $416K as of Q2 2026.
Merit Financial Group sold 448 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $75.3K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1609 holding.
Merit Financial Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and has held it in 11 quarters since.
Merit Financial Group's WisdomTree Japan Hedged Equity Fund position peaked at $1.34M in Q2 2024.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

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