Innovative Advisory Group, LLC’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Innovative Advisory Group, LLC’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	$3.06M	Buy	+17,642	New	+$2.97M	2.32%	6

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

Innovative Advisory Group, LLC's DXJ Position: Q2 2026 in Review

Innovative Advisory Group, LLC opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 17,642 shares worth $3.06M. The stake represents 2.32% of the portfolio and ranks #6 among its holdings.

422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Innovative Advisory Group, LLC held 17,642 shares of WisdomTree Japan Hedged Equity Fund worth $3.06M as of Q2 2026.
WisdomTree Japan Hedged Equity Fund was a new Innovative Advisory Group, LLC position in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 2.32% of Innovative Advisory Group, LLC's portfolio in Q2 2026, its #6 holding.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q2 2026, filed 22 Sep 2026.