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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
Q3 		– Sell
-4,899
Closed -$283K – 574
2026
Q2 		$283K Buy
4,899
+585
+14% +$32.8K 0.03% 437
2026
Q1 		$228K Buy
+4,314
New +$227K 0.03% 463

Other funds holding DXJ

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
JBGlobal.com
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

United Advisor Group's DXJ Position: Q3 2026 in Review

United Advisor Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2026, closing a stake of 4,899 shares — an estimated $283K sold.

United Advisor Group first reported a position in DXJ in Q1 2026 and held it in 2 quarters. The position peaked at $283K in Q2 2026. 227 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

  • United Advisor Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2026 after selling out during the quarter.
  • United Advisor Group sold 4,899 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $283K.
  • United Advisor Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2026 and held it in 2 quarters.
  • United Advisor Group's WisdomTree Japan Hedged Equity Fund position peaked at $283K in Q2 2026.
  • 227 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.