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Nvest Wealth Strategies’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Nvest Wealth Strategies’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 		$6.69M Buy
38,553
+991
+3% +$167K 4.18% 8
2026
Q1 		$5.96M Buy
37,562
+5,040
+15% +$795K 4.17% 9
2025
Q4 		$4.69M Buy
+32,522
New +$4.46M 3.44% 10

Other funds holding DXJ

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
RP
Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
AG
AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Nvest Wealth Strategies's DXJ Position: Q2 2026 in Review

Nvest Wealth Strategies increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2.6% in Q2 2026, buying an estimated $167K and bringing the position to 38,553 shares worth $6.69M. The position accounts for 4.18% of the portfolio, ranked #8.

Nvest Wealth Strategies first reported a position in DXJ in Q4 2025 and has held it in 3 quarters since. 243 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • Nvest Wealth Strategies held 38,553 shares of WisdomTree Japan Hedged Equity Fund worth $6.69M as of Q2 2026.
  • Nvest Wealth Strategies bought 991 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $167K.
  • WisdomTree Japan Hedged Equity Fund made up 4.18% of Nvest Wealth Strategies's portfolio in Q2 2026, its #8 holding.
  • Nvest Wealth Strategies first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • 243 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.