MMBG Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

MMBG Investment 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 Q2	–	Sell	-35,417	Closed	-$5.62M	–	178
2026 Q1	$5.62M	Hold	35,417	–	–	0.52%	36
2025 Q4	$5.11M	Sell	35,417 -4,960	-12%	-$680K	0.43%	42
2025 Q3	$5.17M	Hold	40,377	–	–	0.46%	39
2025 Q2	$4.61M	Sell	40,377 -3,535	-8%	-$386K	0.46%	40
2025 Q1	$4.84M	Sell	43,912 -1,900	-4%	-$209K	0.55%	40
2024 Q4	$5.05M	Sell	45,812 -885	-2%	-$96.9K	0.54%	38
2024 Q3	$4.95M	Sell	46,697 -2,750	-6%	-$292K	0.52%	41
2024 Q2	$5.58M	Hold	49,447	–	–	0.6%	37
2024 Q1	$5.1M	Hold	49,447	–	–	0.54%	38
2023 Q4	$4.35M	Sell	49,447 -2,265	-4%	-$200K	0.51%	43
2023 Q3	$4.56M	Sell	51,712 -2,230	-4%	-$190K	0.58%	39
2023 Q2	$4.48M	Hold	53,942	–	–	0.54%	40
2023 Q1	$3.81M	Hold	53,942	–	–	0.48%	48
2022 Q4	$3.47M	Hold	53,942	–	–	0.46%	53
2022 Q3	$3.33M	Sell	53,942 -880	-2%	-$56.6K	0.45%	50
2022 Q2	$3.42M	Hold	54,822	–	–	0.42%	50
2022 Q1	$3.51M	Hold	54,822	–	–	0.37%	54
2021 Q4	$3.43M	Buy	+54,822	New	+$3.44M	0.33%	56

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

MMBG Investment Advisors's DXJ Position: Q2 2026 in Review

MMBG Investment Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026, closing a stake of 35,417 shares — an estimated $5.62M sold.

MMBG Investment Advisors first reported a position in DXJ in Q4 2021 and held it in 18 quarters. The position peaked at $5.62M in Q1 2026. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

MMBG Investment Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2026 after selling out during the quarter.
MMBG Investment Advisors sold 35,417 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $5.62M.
MMBG Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2021 and held it in 18 quarters.
MMBG Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $5.62M in Q1 2026.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.