WFA of San Diego’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

WFA of San Diego’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 Q1	$63.4K	Hold	400	–	–	0.05%	166
2025 Q4	$57.7K	Hold	400	–	–	0.04%	181
2025 Q3	$51.2K	Hold	400	–	–	0.04%	197
2025 Q2	$45.7K	Buy	+400	New	+$43.7K	0.03%	213
2024 Q3	$60.6K	Hold	572	–	–	0.05%	169
2024 Q2	$64.5K	Buy	+572	New	+$62.1K	0.06%	155
2023 Q3	$50.5K	Hold	572	–	–	0.05%	170
2023 Q2	$47.6K	Buy	+572	New	+$43.5K	0.05%	173
2023 Q1	–	Sell	-572	Closed	-$36.8K	–	156
2022 Q4	$36.8K	Buy	+572	New	+$37.7K	0.03%	222
2022 Q3	–	Sell	-572	Closed	-$36K	–	164
2022 Q2	$36K	Buy	+572	New	+$36.4K	0.03%	182

Other funds holding DXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WFA of San Diego's DXJ Position: Q1 2026 in Review

WFA of San Diego held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q1 2026 at 400 shares worth $63.4K. The position accounts for 0.05% of the portfolio, ranked #166.

WFA of San Diego first reported a position in DXJ in Q2 2022 and has held it in 10 quarters since. The position peaked at $64.5K in Q2 2024. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

WFA of San Diego held 400 shares of WisdomTree Japan Hedged Equity Fund worth $63.4K as of Q1 2026.
WFA of San Diego left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q1 2026.
WisdomTree Japan Hedged Equity Fund made up 0.05% of WFA of San Diego's portfolio in Q1 2026, its #166 holding.
WFA of San Diego first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2022 and has held it in 10 quarters since.
WFA of San Diego's WisdomTree Japan Hedged Equity Fund position peaked at $64.5K in Q2 2024.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.