Occidental Asset Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Occidental Asset 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	$227K	Hold	1,306	–	–	0.02%	287
2026 Q1	$207K	Buy	+1,306	New	+$206K	0.02%	262

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

Occidental Asset Management's DXJ Position: Q2 2026 in Review

Occidental Asset Management held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 1,306 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #287.

Occidental Asset Management first reported a position in DXJ in Q1 2026 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Occidental Asset Management held 1,306 shares of WisdomTree Japan Hedged Equity Fund worth $227K as of Q2 2026.
Occidental Asset Management left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.02% of Occidental Asset Management's portfolio in Q2 2026, its #287 holding.
Occidental Asset Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2026 and has held it in 2 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.