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

Moulton 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	$2.57M	Buy	14,622 +2,896	+25%	+$487K	1.69%	14
2026 Q1	$1.88M	Buy	+11,726	New	+$1.85M	1.28%	22
2025 Q4	–	Sell	-18,122	Closed	-$2.32M	–	42
2025 Q3	$2.32M	Sell	18,122 -492	-3%	-$60.4K	1.69%	14
2025 Q2	$2.14M	Buy	18,614 +10,106	+119%	+$1.1M	1.62%	15
2025 Q1	$937K	Buy	+8,508	New	+$936K	0.71%	24
2024 Q3	–	Sell	-35,906	Closed	-$4.22M	–	40
2024 Q2	$4.22M	Sell	35,906 -735	-2%	-$79.8K	3.82%	5
2024 Q1	$3.98M	Buy	+36,641	New	+$3.65M	4.17%	4

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

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

Moulton Wealth Management increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 25% in Q2 2026, buying an estimated $487K and bringing the position to 14,622 shares worth $2.57M. The position accounts for 1.69% of the portfolio, ranked #14.

Moulton Wealth Management first reported a position in DXJ in Q1 2024 and has held it in 7 quarters since. The position peaked at $4.22M in Q2 2024. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Moulton Wealth Management held 14,622 shares of WisdomTree Japan Hedged Equity Fund worth $2.57M as of Q2 2026.
Moulton Wealth Management bought 2,896 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $487K.
WisdomTree Japan Hedged Equity Fund made up 1.69% of Moulton Wealth Management's portfolio in Q2 2026, its #14 holding.
Moulton Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and has held it in 7 quarters since.
Moulton Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $4.22M in Q2 2024.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Moulton Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.