OFC Financial Planning’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

OFC Financial Planning’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	$201K	Buy	+1,160	New	+$195K	0.18%	56

Other funds holding DXJ

LPL Financial San Diego, California $445B AUM 25.58% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

AlTi Global New York $4.84B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

OFC Financial Planning's DXJ Position: Q2 2026 in Review

OFC Financial Planning opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 1,160 shares worth $201K. The stake represents 0.18% of the portfolio and ranks #56 among its holdings.

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

OFC Financial Planning held 1,160 shares of WisdomTree Japan Hedged Equity Fund worth $201K as of Q2 2026.
WisdomTree Japan Hedged Equity Fund was a new OFC Financial Planning position in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.18% of OFC Financial Planning's portfolio in Q2 2026, its #56 holding.
252 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on OFC Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.