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Vision Retirement’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Vision Retirement’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 		$9.6K Hold
55
– – ﹤0.01% 440
2026
Q1 		$8.74K Buy
55
+20
+57% +$3.16K ﹤0.01% 429
2025
Q4 		$5.06K Buy
+35
New +$4.8K ﹤0.01% 478

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vision Retirement's DXJ Position: Q2 2026 in Review

Vision Retirement held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 55 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #440.

Vision Retirement first reported a position in DXJ in Q4 2025 and has held it in 3 quarters since. 398 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • Vision Retirement held 55 shares of WisdomTree Japan Hedged Equity Fund worth $9.6K as of Q2 2026.
  • Vision Retirement left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
  • WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #440 holding.
  • Vision Retirement first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2025 and has held it in 3 quarters since.
  • 398 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.