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

Wealth Preservation 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	$266K	Buy	1,533 +1,456	+1,891%	+$245K	0.15%	70
2026 Q1	$12.2K	Sell	77 -1,533	-95%	-$242K	0.01%	387
2025 Q4	$232K	Hold	1,610	–	–	0.12%	81
2025 Q3	$206K	Hold	1,610	–	–	0.12%	81
2025 Q2	$184K	Hold	1,610	–	–	0.11%	92
2025 Q1	$177K	Buy	+1,610	New	+$177K	0.13%	84

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

Wealth Preservation Advisors's DXJ Position: Q2 2026 in Review

Wealth Preservation Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 1,891% in Q2 2026, buying an estimated $245K and bringing the position to 1,533 shares worth $266K. The position accounts for 0.15% of the portfolio, ranked #70.

Wealth Preservation Advisors first reported a position in DXJ in Q1 2025 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Wealth Preservation Advisors held 1,533 shares of WisdomTree Japan Hedged Equity Fund worth $266K as of Q2 2026.
Wealth Preservation Advisors bought 1,456 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $245K.
WisdomTree Japan Hedged Equity Fund made up 0.15% of Wealth Preservation Advisors's portfolio in Q2 2026, its #70 holding.
Wealth Preservation Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2025 and has held it in 6 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.