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

Mount Yale 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	$25M	Buy	144,188 +41,455	+40%	+$6.97M	0.46%	44
2026 Q1	$16.3M	Buy	102,733 +1,082	+1%	+$171K	0.38%	54
2025 Q4	$14.7M	Buy	101,651 +52,354	+106%	+$7.18M	0.71%	30
2025 Q3	$6.31M	Buy	+49,297	New	+$6.05M	0.44%	46
2018 Q4	–	Sell	-620	Closed	-$34K	–	436
2018 Q3	$34K	Hold	620	–	–	0.01%	678
2018 Q2	$33K	Sell	620 -40	-6%	-$2.26K	0.01%	709
2018 Q1	$37K	Buy	+660	New	+$38.4K	0.01%	676

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Mount Yale Investment Advisors's DXJ Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 40% in Q2 2026, buying an estimated $6.97M and bringing the position to 144,188 shares worth $25M. The position accounts for 0.46% of the portfolio, ranked #44.

Mount Yale Investment Advisors first reported a position in DXJ in Q1 2018 and has held it in 7 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Mount Yale Investment Advisors held 144,188 shares of WisdomTree Japan Hedged Equity Fund worth $25M as of Q2 2026.
Mount Yale Investment Advisors bought 41,455 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $6.97M.
WisdomTree Japan Hedged Equity Fund made up 0.46% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #44 holding.
Mount Yale Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2018 and has held it in 7 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.