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 Q3	$15M	Buy	248,445 +20,223	+9%	+$1.2M	2.3%	6
2026 Q2	$13.2M	Buy	228,222 +17,364	+8%	+$973K	2.2%	9
2026 Q1	$11.1M	Buy	210,858 +39,405	+23%	+$2.07M	2.23%	10
2025 Q4	$8.24M	Buy	171,453 +31,020	+22%	+$1.42M	1.73%	13
2025 Q3	$5.99M	Buy	140,433 +47,910	+52%	+$1.96M	1.32%	19
2025 Q2	$3.52M	Buy	+92,523	New	+$3.37M	0.86%	27

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

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

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Precedent Wealth Partners's DXJ Position: Q3 2026 in Review

Precedent Wealth Partners increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 8.9% in Q3 2026, buying an estimated $1.2M and bringing the position to 248,445 shares worth $15M. The position accounts for 2.3% of the portfolio, ranked #6.

Precedent Wealth Partners first reported a position in DXJ in Q2 2025 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

Precedent Wealth Partners held 248,445 shares of WisdomTree Japan Hedged Equity Fund worth $15M as of Q3 2026.
Precedent Wealth Partners bought 20,223 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $1.2M.
WisdomTree Japan Hedged Equity Fund made up 2.3% of Precedent Wealth Partners's portfolio in Q3 2026, its #6 holding.
Precedent Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2025 and has held it in 6 quarters since.
90 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.