Precedent Wealth Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Precedent Wealth Partners’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	$13.2M	Buy	76,074 +5,788	+8%	+$973K	2.2%	9
2026 Q1	$11.1M	Buy	70,286 +13,135	+23%	+$2.07M	2.23%	10
2025 Q4	$8.24M	Buy	57,151 +10,340	+22%	+$1.42M	1.73%	13
2025 Q3	$5.99M	Buy	46,811 +15,970	+52%	+$1.96M	1.32%	19
2025 Q2	$3.52M	Buy	+30,841	New	+$3.37M	0.86%	27

Other funds holding DXJ

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return

Sharper & Granite El Segundo, California $323M AUM 18.94% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $160M AUM

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

XPN

XY Planning Network Bozeman, Montana $797M AUM 18.89% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Precedent Wealth Partners's DXJ Position: Q2 2026 in Review

Precedent Wealth Partners increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 8.2% in Q2 2026, buying an estimated $973K and bringing the position to 76,074 shares worth $13.2M. The position accounts for 2.2% of the portfolio, ranked #9.

Precedent Wealth Partners first reported a position in DXJ in Q2 2025 and has held it in 5 quarters since. 82 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Precedent Wealth Partners held 76,074 shares of WisdomTree Japan Hedged Equity Fund worth $13.2M as of Q2 2026.
Precedent Wealth Partners bought 5,788 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $973K.
WisdomTree Japan Hedged Equity Fund made up 2.2% of Precedent Wealth Partners's portfolio in Q2 2026, its #9 holding.
Precedent Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2025 and has held it in 5 quarters since.
82 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Precedent Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.