RFG Advisory’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

RFG Advisory’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	$211K	Buy	+3,504	New	+$207K	﹤0.01%	1143
2025 Q4	–	Sell	-15,702	Closed	-$670K	–	1000
2025 Q3	$670K	Buy	15,702 +327	+2%	+$13.4K	0.01%	575
2025 Q2	$586K	Buy	15,375 +2,802	+22%	+$102K	0.01%	573
2025 Q1	$462K	Sell	12,573 -1,392	-10%	-$51K	0.01%	588
2024 Q4	$513K	Sell	13,965 -870	-6%	-$31.8K	0.01%	517
2024 Q3	$524K	Buy	+14,835	New	+$525K	0.02%	506
2023 Q1	–	Sell	-21,000	Closed	-$478K	–	639
2022 Q4	$478K	Sell	21,000 -37,959	-64%	-$834K	0.02%	416
2022 Q3	$1.3M	Sell	58,959 -26,208	-31%	-$562K	0.07%	208
2022 Q2	$1.82M	Buy	+85,167	New	+$1.81M	0.11%	152
2015 Q3	–	Sell	-88,221	Closed	-$1.68M	–	77
2015 Q2	$1.68M	Buy	+88,221	New	+$1.71M	0.76%	20

Other funds holding DXJ

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

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

Rice Partnership Honolulu, Hawaii $864M AUM 33.29% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

RFG Advisory's DXJ Position: Q3 2026 in Review

RFG Advisory opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2026: 3,504 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #1143 among its holdings. This is a return to the name: RFG Advisory previously reported a position in DXJ as recently as Q3 2025.

RFG Advisory first reported a position in DXJ in Q2 2015 and has held it in 10 quarters since. The position peaked at $1.82M in Q2 2022. 249 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

RFG Advisory held 3,504 shares of WisdomTree Japan Hedged Equity Fund worth $211K as of Q3 2026.
WisdomTree Japan Hedged Equity Fund was a new RFG Advisory position in Q3 2026.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of RFG Advisory's portfolio in Q3 2026, its #1143 holding.
RFG Advisory first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2015 and has held it in 10 quarters since.
RFG Advisory's WisdomTree Japan Hedged Equity Fund position peaked at $1.82M in Q2 2022.
249 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on RFG Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.