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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

NLP

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 65 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.
65 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.