Modera Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Modera Wealth Management’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	$715K	Sell	11,877 -300	-2%	-$17.7K	0.01%	402
2026 Q2	$704K	Hold	12,177	–	–	0.01%	402
2026 Q1	$644K	Sell	12,177 -102	-0.8%	-$5.37K	0.01%	397
2025 Q4	$590K	Hold	12,279	–	–	0.01%	425
2025 Q3	$524K	Buy	12,279 +3,300	+37%	+$135K	0.01%	451
2025 Q2	$342K	Hold	8,979	–	–	﹤0.01%	510
2025 Q1	$330K	Buy	8,979 +1,458	+19%	+$53.4K	﹤0.01%	498
2024 Q4	$276K	Sell	7,521 -6,000	-44%	-$219K	﹤0.01%	530
2024 Q3	$478K	Buy	13,521 +5,637	+71%	+$200K	0.01%	423
2024 Q2	$296K	Hold	7,884	–	–	﹤0.01%	478
2024 Q1	$285K	Buy	+7,884	New	+$262K	﹤0.01%	489
2023 Q4	–	Sell	-10,878	Closed	-$320K	–	530
2023 Q3	$320K	Buy	+10,878	New	+$309K	0.01%	441
2014 Q2	–	Sell	-13,527	Closed	-$213K	–	64
2014 Q1	$213K	Buy	+13,527	New	+$215K	0.08%	58

Other funds holding DXJ

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Modera Wealth Management's DXJ Position: Q3 2026 in Review

Modera Wealth Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2.5% in Q3 2026, selling an estimated $17.7K and leaving 11,877 shares worth $715K. The position accounts for 0.01% of the portfolio, ranked #402.

Modera Wealth Management first reported a position in DXJ in Q1 2014 and has held it in 13 quarters since. 141 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

Modera Wealth Management held 11,877 shares of WisdomTree Japan Hedged Equity Fund worth $715K as of Q3 2026.
Modera Wealth Management sold 300 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $17.7K.
WisdomTree Japan Hedged Equity Fund made up 0.01% of Modera Wealth Management's portfolio in Q3 2026, its #402 holding.
Modera Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2014 and has held it in 13 quarters since.
141 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.