Sequoia Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Sequoia Financial Advisors’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	$5.64M	Buy	97,584 +375	+0.4%	+$21K	0.03%	333
2026 Q1	$5.14M	Sell	97,209 -213	-0.2%	-$11.2K	0.03%	318
2025 Q4	$4.68M	Buy	97,422 +2,430	+3%	+$111K	0.03%	341
2025 Q3	$4.05M	Sell	94,992 -10,146	-10%	-$415K	0.02%	346
2025 Q2	$4M	Buy	105,138 +3,480	+3%	+$127K	0.03%	320
2025 Q1	$3.73M	Sell	101,658 -2,976	-3%	-$109K	0.03%	316
2024 Q4	$3.85M	Buy	104,634 +870	+0.8%	+$31.8K	0.04%	291
2024 Q3	$3.67M	Buy	103,764 +3,108	+3%	+$110K	0.04%	261
2024 Q2	$3.79M	Buy	100,656 +3,570	+4%	+$129K	0.05%	222
2024 Q1	$3.51M	Buy	+97,086	New	+$3.23M	0.04%	239
2016 Q2	–	Sell	-39,690	Closed	-$578K	–	260
2016 Q1	$578K	Buy	39,690 +132	+0.3%	+$1.94K	0.19%	92
2015 Q4	$660K	Hold	39,558	–	–	0.27%	76
2015 Q3	$642K	Buy	39,558 +18,018	+84%	+$325K	0.28%	74
2015 Q2	$411K	Buy	+21,540	New	+$416K	0.17%	108

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Sequoia Financial Advisors's DXJ Position: Q2 2026 in Review

Sequoia Financial Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.39% in Q2 2026, buying an estimated $21K and bringing the position to 97,584 shares worth $5.64M. The position accounts for 0.03% of the portfolio, ranked #333.

Sequoia Financial Advisors first reported a position in DXJ in Q2 2015 and has held it in 14 quarters since. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Sequoia Financial Advisors held 97,584 shares of WisdomTree Japan Hedged Equity Fund worth $5.64M as of Q2 2026.
Sequoia Financial Advisors bought 375 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $21K.
WisdomTree Japan Hedged Equity Fund made up 0.03% of Sequoia Financial Advisors's portfolio in Q2 2026, its #333 holding.
Sequoia Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2015 and has held it in 14 quarters since.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.