Western Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Western Wealth Management’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	$973K	Sell	5,607 -1,779	-24%	-$299K	0.03%	484
2026 Q1	$1.17M	Buy	7,386 +2,094	+40%	+$331K	0.04%	396
2025 Q4	$763K	Sell	5,292 -103	-2%	-$14.1K	0.04%	413
2025 Q3	$691K	Buy	5,395 +105	+2%	+$12.9K	0.04%	381
2025 Q2	$604K	Buy	5,290 +691	+15%	+$75.5K	0.04%	374
2025 Q1	$507K	Sell	4,599 -1,581	-26%	-$174K	0.03%	387
2024 Q4	$682K	Buy	6,180 +1,544	+33%	+$169K	0.04%	373
2024 Q3	$491K	Buy	4,636 +2,097	+83%	+$223K	0.03%	472
2024 Q2	$286K	Buy	2,539 +35	+1%	+$3.8K	0.02%	517
2024 Q1	$272K	Buy	+2,504	New	+$250K	0.02%	534
2022 Q4	–	Sell	-4,289	Closed	-$267K	–	647
2022 Q3	$267K	Buy	4,289 +4	+0.1%	+$257	0.02%	663
2022 Q2	$269K	Buy	+4,285	New	+$273K	0.02%	645

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Western Wealth Management's DXJ Position: Q2 2026 in Review

Western Wealth Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 24% in Q2 2026, selling an estimated $299K and leaving 5,607 shares worth $973K. The position accounts for 0.03% of the portfolio, ranked #484.

Western Wealth Management first reported a position in DXJ in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.17M in Q1 2026. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Western Wealth Management held 5,607 shares of WisdomTree Japan Hedged Equity Fund worth $973K as of Q2 2026.
Western Wealth Management sold 1,779 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $299K.
WisdomTree Japan Hedged Equity Fund made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #484 holding.
Western Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2022 and has held it in 12 quarters since.
Western Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $1.17M in Q1 2026.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

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