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 Q3	$277K	Hold	4,599	–	–	0.13%	93
2026 Q2	$266K	Buy	4,599 +4,368	+1,891%	+$245K	0.15%	70
2026 Q1	$12.2K	Sell	231 -4,599	-95%	-$242K	0.01%	387
2025 Q4	$232K	Hold	4,830	–	–	0.12%	81
2025 Q3	$206K	Hold	4,830	–	–	0.12%	81
2025 Q2	$184K	Hold	4,830	–	–	0.11%	92
2025 Q1	$177K	Buy	+4,830	New	+$177K	0.13%	84

Other funds holding DXJ

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Wealth Preservation Advisors's DXJ Position: Q3 2026 in Review

Wealth Preservation Advisors held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q3 2026 at 4,599 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #93.

Wealth Preservation Advisors first reported a position in DXJ in Q1 2025 and has held it in 7 quarters since. 317 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

Wealth Preservation Advisors held 4,599 shares of WisdomTree Japan Hedged Equity Fund worth $277K as of Q3 2026.
Wealth Preservation Advisors left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q3 2026.
WisdomTree Japan Hedged Equity Fund made up 0.13% of Wealth Preservation Advisors's portfolio in Q3 2026, its #93 holding.
Wealth Preservation Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2025 and has held it in 7 quarters since.
317 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Wealth Preservation Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.