Wealth Enhancement Trust Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Wealth Enhancement Trust Services’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	$16.8M	Sell	97,030 -3,094	-3%	-$520K	1.87%	10
2026 Q1	$15.9M	Sell	100,124 -17,494	-15%	-$2.76M	1.92%	9
2025 Q4	$17M	Buy	+117,618	New	+$16.1M	2.14%	9

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

RAM

Robinhood Asset Management Menlo Park, California $1.87B AUM

Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wealth Enhancement Trust Services's DXJ Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 3.1% in Q2 2026, selling an estimated $520K and leaving 97,030 shares worth $16.8M. The position accounts for 1.87% of the portfolio, ranked #10.

Wealth Enhancement Trust Services first reported a position in DXJ in Q4 2025 and has held it in 3 quarters since. The position peaked at $17M in Q4 2025. 313 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Wealth Enhancement Trust Services held 97,030 shares of WisdomTree Japan Hedged Equity Fund worth $16.8M as of Q2 2026.
Wealth Enhancement Trust Services sold 3,094 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $520K.
WisdomTree Japan Hedged Equity Fund made up 1.87% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #10 holding.
Wealth Enhancement Trust Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2025 and has held it in 3 quarters since.
Wealth Enhancement Trust Services's WisdomTree Japan Hedged Equity Fund position peaked at $17M in Q4 2025.
313 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.