SAG
DXJ icon

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

SageView Advisory Group’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
Q1 		– Sell
-1,272
Closed -$61.1K – 1100
2025
Q4 		$61.1K Buy
+1,272
New +$58.1K ﹤0.01% 997

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SageView Advisory Group's DXJ Position: Q1 2026 in Review

SageView Advisory Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2026, closing a stake of 1,272 shares — an estimated $61.1K sold.

SageView Advisory Group first reported a position in DXJ in Q4 2025 and held it in 1 quarter. The position peaked at $61.1K in Q4 2025. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

  • SageView Advisory Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,272 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $61.1K.
  • SageView Advisory Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's WisdomTree Japan Hedged Equity Fund position peaked at $61.1K in Q4 2025.
  • 394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.