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 Q3	$1.25M	Sell	20,793 -19,029	-48%	-$1.13M	0.02%	526
2026 Q2	$2.3M	Buy	39,822 +108	+0.3%	+$6.05K	0.04%	385
2026 Q1	$2.1M	Buy	39,714 +405	+1%	+$21.3K	0.04%	368
2025 Q4	$1.89M	Buy	39,309 +51	+0.1%	+$2.33K	0.03%	386
2025 Q3	$1.68M	Buy	39,258 +19,050	+94%	+$779K	0.03%	389
2025 Q2	$770K	Buy	20,208 +228	+1%	+$8.31K	0.02%	550
2025 Q1	$734K	Hold	19,980	–	–	0.02%	524
2024 Q4	$709K	Buy	19,980 +15	+0.1%	+$547	0.02%	535
2024 Q3	$705K	Buy	+19,965	New	+$707K	0.02%	520
2018 Q2	–	Sell	-1,884	Closed	-$35K	–	332
2018 Q1	$35K	Buy	+1,884	New	+$36.6K	0.01%	361

Other funds holding DXJ

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Perigon Wealth Management's DXJ Position: Q3 2026 in Review

Perigon Wealth Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 48% in Q3 2026, selling an estimated $1.13M and leaving 20,793 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #526.

Perigon Wealth Management first reported a position in DXJ in Q1 2018 and has held it in 10 quarters since. The position peaked at $2.3M in Q2 2026. 102 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

Perigon Wealth Management held 20,793 shares of WisdomTree Japan Hedged Equity Fund worth $1.25M as of Q3 2026.
Perigon Wealth Management sold 19,029 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $1.13M.
WisdomTree Japan Hedged Equity Fund made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #526 holding.
Perigon Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2018 and has held it in 10 quarters since.
Perigon Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $2.3M in Q2 2026.
102 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.