VestGen Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

VestGen Advisors’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	$1.17M	Sell	6,722 -341	-5%	-$57.3K	0.03%	420
2026 Q1	$1.19M	Buy	+7,063	New	+$1.11M	0.03%	411
2025 Q4	–	Sell	-1,829	Closed	-$234K	–	780
2025 Q3	$234K	Sell	1,829 -9,687	-84%	-$1.19M	0.01%	653
2025 Q2	$1.32M	Sell	11,516 -1,372	-11%	-$150K	0.05%	281
2025 Q1	$1.42M	Buy	+12,888	New	+$1.42M	0.06%	259

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

VestGen Advisors's DXJ Position: Q2 2026 in Review

VestGen Advisors reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 4.8% in Q2 2026, selling an estimated $57.3K and leaving 6,722 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #420.

VestGen Advisors first reported a position in DXJ in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.42M in Q1 2025. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

VestGen Advisors held 6,722 shares of WisdomTree Japan Hedged Equity Fund worth $1.17M as of Q2 2026.
VestGen Advisors sold 341 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $57.3K.
WisdomTree Japan Hedged Equity Fund made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #420 holding.
VestGen Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2025 and has held it in 5 quarters since.
VestGen Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $1.42M in Q1 2025.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.