OneAscent Family Office’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

OneAscent Family Office’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	–	Sell	-5,331	Closed	-$845K	–	255
2026 Q1	$845K	Sell	5,331 -7,950	-60%	-$1.25M	0.59%	38
2025 Q4	$1.91M	Buy	13,281 +33	+0.2%	+$4.52K	1.3%	19
2025 Q3	$1.7M	Buy	13,248 +151	+1%	+$18.5K	1.38%	14
2025 Q2	$1.5M	Buy	13,097 +8,200	+167%	+$896K	1.42%	14
2025 Q1	$540K	Sell	4,897 -73	-1%	-$8.03K	0.5%	61
2024 Q4	$548K	Buy	+4,970	New	+$544K	1%	17

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

OneAscent Family Office's DXJ Position: Q2 2026 in Review

OneAscent Family Office sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026, closing a stake of 5,331 shares — an estimated $845K sold.

OneAscent Family Office first reported a position in DXJ in Q4 2024 and held it in 6 quarters. The position peaked at $1.91M in Q4 2025. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

OneAscent Family Office reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2026 after selling out during the quarter.
OneAscent Family Office sold 5,331 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $845K.
OneAscent Family Office first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and held it in 6 quarters.
OneAscent Family Office's WisdomTree Japan Hedged Equity Fund position peaked at $1.91M in Q4 2025.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.