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 Q2	$704K	Hold	4,059	–	–	0.01%	402
2026 Q1	$644K	Sell	4,059 -34	-0.8%	-$5.37K	0.01%	397
2025 Q4	$590K	Hold	4,093	–	–	0.01%	425
2025 Q3	$524K	Buy	4,093 +1,100	+37%	+$135K	0.01%	451
2025 Q2	$342K	Hold	2,993	–	–	﹤0.01%	510
2025 Q1	$330K	Buy	2,993 +486	+19%	+$53.5K	﹤0.01%	498
2024 Q4	$276K	Sell	2,507 -2,000	-44%	-$219K	﹤0.01%	530
2024 Q3	$478K	Buy	4,507 +1,879	+71%	+$200K	0.01%	423
2024 Q2	$296K	Hold	2,628	–	–	﹤0.01%	478
2024 Q1	$285K	Buy	+2,628	New	+$262K	﹤0.01%	489
2023 Q4	–	Sell	-3,626	Closed	-$320K	–	530
2023 Q3	$320K	Buy	+3,626	New	+$309K	0.01%	441
2014 Q2	–	Sell	-4,509	Closed	-$213K	–	64
2014 Q1	$213K	Buy	+4,509	New	+$215K	0.08%	58

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

Modera Wealth Management's DXJ Position: Q2 2026 in Review

Modera Wealth Management held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 4,059 shares worth $704K. 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 12 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Modera Wealth Management held 4,059 shares of WisdomTree Japan Hedged Equity Fund worth $704K as of Q2 2026.
Modera Wealth Management left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.01% of Modera Wealth Management's portfolio in Q2 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 12 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.