Stonebridge Financial Planning Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Stonebridge Financial Planning 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 Q2	$1.19M	Buy	6,841 +156	+2%	+$26.2K	0.38%	73
2026 Q1	$1.06M	Buy	6,685 +414	+7%	+$65.3K	0.39%	79
2025 Q4	$904K	Sell	6,271 -79	-1%	-$10.8K	0.33%	89
2025 Q3	$813K	Sell	6,350 -2,110	-25%	-$259K	0.31%	92
2025 Q2	$967K	Sell	8,460 -1,053	-11%	-$115K	0.4%	74
2025 Q1	$1.05M	Sell	9,513 -808	-8%	-$88.9K	0.48%	64
2024 Q4	$1.14M	Buy	10,321 +947	+10%	+$104K	0.51%	61
2024 Q3	$994K	Buy	9,374 +4,140	+79%	+$440K	0.47%	60
2024 Q2	$591K	Buy	+5,234	New	+$568K	0.3%	92

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

Stonebridge Financial Planning Group's DXJ Position: Q2 2026 in Review

Stonebridge Financial Planning Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2.3% in Q2 2026, buying an estimated $26.2K and bringing the position to 6,841 shares worth $1.19M. The position accounts for 0.38% of the portfolio, ranked #73.

Stonebridge Financial Planning Group first reported a position in DXJ in Q2 2024 and has held it in 9 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Stonebridge Financial Planning Group held 6,841 shares of WisdomTree Japan Hedged Equity Fund worth $1.19M as of Q2 2026.
Stonebridge Financial Planning Group bought 156 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $26.2K.
WisdomTree Japan Hedged Equity Fund made up 0.38% of Stonebridge Financial Planning Group's portfolio in Q2 2026, its #73 holding.
Stonebridge Financial Planning Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2024 and has held it in 9 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2026, filed 31 Jul 2026.