Merit Financial Group
DXJ icon

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
Q3 		$439K Buy
7,299
+105
+1% +$6.21K ﹤0.01% 1650
2026
Q2 		$416K Sell
7,194
-1,344
-16% -$75.3K ﹤0.01% 1609
2026
Q1 		$451K Buy
8,538
+306
+4% +$16.1K ﹤0.01% 1424
2025
Q4 		$396K Sell
8,232
-2,295
-22% -$105K ﹤0.01% 1422
2025
Q3 		$449K Sell
10,527
-20,019
-66% -$819K ﹤0.01% 1239
2025
Q2 		$1.16M Buy
30,546
+105
+0.3% +$3.82K 0.01% 719
2025
Q1 		$1.12M Sell
30,441
-3,810
-11% -$140K 0.02% 621
2024
Q4 		$1.26M Sell
34,251
-600
-2% -$21.9K 0.02% 450
2024
Q3 		$1.23M Sell
34,851
-726
-2% -$25.7K 0.03% 370
2024
Q2 		$1.34M Buy
35,577
+3
+0% +$109 0.03% 344
2024
Q1 		$1.28M Buy
35,574
+13,497
+61% +$449K 0.03% 343
2023
Q4 		$647K Buy
+22,077
New +$651K 0.02% 427

Other funds holding DXJ

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Rice Partnership
Rice Partnership Honolulu, Hawaii $864M AUM 33.29% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Merit Financial Group's DXJ Position: Q3 2026 in Review

Merit Financial Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 1.5% in Q3 2026, buying an estimated $6.21K and bringing the position to 7,299 shares worth $439K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Merit Financial Group first reported a position in DXJ in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.34M in Q2 2024. 252 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

  • Merit Financial Group held 7,299 shares of WisdomTree Japan Hedged Equity Fund worth $439K as of Q3 2026.
  • Merit Financial Group bought 105 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $6.21K.
  • WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Merit Financial Group's portfolio in Q3 2026, its #1650 holding.
  • Merit Financial Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and has held it in 12 quarters since.
  • Merit Financial Group's WisdomTree Japan Hedged Equity Fund position peaked at $1.34M in Q2 2024.
  • 252 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Merit Financial Group's 13F filing for Q3 2026, filed 6 Nov 2026.