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

Summit Financial’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	$5.39M	Buy	31,049 +1,408	+5%	+$237K	0.06%	326
2026 Q1	$4.7M	Buy	29,641 +4,290	+17%	+$677K	0.06%	334
2025 Q4	$3.65M	Sell	25,351 -102	-0.4%	-$14K	0.05%	333
2025 Q3	$3.26M	Sell	25,453 -5,594	-18%	-$687K	0.05%	355
2025 Q2	$3.55M	Sell	31,047 -193,660	-86%	-$21.2M	0.08%	209
2025 Q1	$24.8M	Buy	224,707 +191,857	+584%	+$21.1M	0.69%	27
2024 Q4	$3.62M	Buy	+32,850	New	+$3.6M	0.13%	137
2023 Q4	–	Sell	-9,898	Closed	-$873K	–	356
2023 Q3	$873K	Buy	+9,898	New	+$844K	0.06%	175

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

Summit Financial's DXJ Position: Q2 2026 in Review

Summit Financial increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 4.8% in Q2 2026, buying an estimated $237K and bringing the position to 31,049 shares worth $5.39M. The position accounts for 0.06% of the portfolio, ranked #326.

Summit Financial first reported a position in DXJ in Q3 2023 and has held it in 8 quarters since. The position peaked at $24.8M in Q1 2025. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Summit Financial held 31,049 shares of WisdomTree Japan Hedged Equity Fund worth $5.39M as of Q2 2026.
Summit Financial bought 1,408 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $237K.
WisdomTree Japan Hedged Equity Fund made up 0.06% of Summit Financial's portfolio in Q2 2026, its #326 holding.
Summit Financial first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and has held it in 8 quarters since.
Summit Financial's WisdomTree Japan Hedged Equity Fund position peaked at $24.8M in Q1 2025.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.