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 Q1	$228K	Buy	+1,438	New	+$227K	0.03%	463

Other funds holding DXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

United Advisor Group's DXJ Position: Q1 2026 in Review

United Advisor Group opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2026: 1,438 shares worth $228K. The stake represents 0.03% of the portfolio and ranks #463 among its holdings.

394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

United Advisor Group held 1,438 shares of WisdomTree Japan Hedged Equity Fund worth $228K as of Q1 2026.
WisdomTree Japan Hedged Equity Fund was a new United Advisor Group position in Q1 2026.
WisdomTree Japan Hedged Equity Fund made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #463 holding.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.