Perigon Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Perigon Wealth 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	$2.3M	Buy	13,274 +36	+0.3%	+$6.05K	0.04%	385
2026 Q1	$2.1M	Buy	13,238 +135	+1%	+$21.3K	0.04%	368
2025 Q4	$1.89M	Buy	13,103 +17	+0.1%	+$2.33K	0.03%	386
2025 Q3	$1.68M	Buy	13,086 +6,350	+94%	+$779K	0.03%	389
2025 Q2	$770K	Buy	6,736 +76	+1%	+$8.31K	0.02%	550
2025 Q1	$734K	Hold	6,660	–	–	0.02%	524
2024 Q4	$709K	Buy	6,660 +5	+0.1%	+$547	0.02%	535
2024 Q3	$705K	Buy	+6,655	New	+$707K	0.02%	520
2018 Q2	–	Sell	-628	Closed	-$35K	–	332
2018 Q1	$35K	Buy	+628	New	+$36.6K	0.01%	361

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

Perigon Wealth Management's DXJ Position: Q2 2026 in Review

Perigon Wealth Management increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.27% in Q2 2026, buying an estimated $6.05K and bringing the position to 13,274 shares worth $2.3M. The position accounts for 0.04% of the portfolio, ranked #385.

Perigon Wealth Management first reported a position in DXJ in Q1 2018 and has held it in 9 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Perigon Wealth Management held 13,274 shares of WisdomTree Japan Hedged Equity Fund worth $2.3M as of Q2 2026.
Perigon Wealth Management bought 36 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $6.05K.
WisdomTree Japan Hedged Equity Fund made up 0.04% of Perigon Wealth Management's portfolio in Q2 2026, its #385 holding.
Perigon Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2018 and has held it in 9 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

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