Strait & Sound Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Strait & Sound Wealth Management’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	$982K	Sell	5,661 -119	-2%	-$20K	0.34%	69
2026 Q1	$917K	Buy	5,780 +202	+4%	+$31.9K	0.34%	67
2025 Q4	$804K	Buy	5,578 +245	+5%	+$33.6K	0.3%	70
2025 Q3	$683K	Buy	5,333 +156	+3%	+$19.1K	0.26%	76
2025 Q2	$592K	Buy	5,177 +405	+8%	+$44.3K	0.25%	76
2025 Q1	$526K	Buy	+4,772	New	+$525K	0.24%	80

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Strait & Sound Wealth Management's DXJ Position: Q2 2026 in Review

Strait & Sound Wealth Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2.1% in Q2 2026, selling an estimated $20K and leaving 5,661 shares worth $982K. The position accounts for 0.34% of the portfolio, ranked #69.

Strait & Sound Wealth Management first reported a position in DXJ in Q1 2025 and has held it in 6 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Strait & Sound Wealth Management held 5,661 shares of WisdomTree Japan Hedged Equity Fund worth $982K as of Q2 2026.
Strait & Sound Wealth Management sold 119 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $20K.
WisdomTree Japan Hedged Equity Fund made up 0.34% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #69 holding.
Strait & Sound Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2025 and has held it in 6 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.