United Advisor Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

United Advisor 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	$283K	Buy	1,633 +195	+14%	+$32.8K	0.03%	437
2026 Q1	$228K	Buy	+1,438	New	+$227K	0.03%	463

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

United Advisor Group's DXJ Position: Q2 2026 in Review

United Advisor Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 14% in Q2 2026, buying an estimated $32.8K and bringing the position to 1,633 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #437.

United Advisor Group first reported a position in DXJ in Q1 2026 and has held it in 2 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

United Advisor Group held 1,633 shares of WisdomTree Japan Hedged Equity Fund worth $283K as of Q2 2026.
United Advisor Group bought 195 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $32.8K.
WisdomTree Japan Hedged Equity Fund made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #437 holding.
United Advisor Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2026 and has held it in 2 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.