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 Q2	–	Sell	-1,200	Closed	-$63.4K	–	169
2026 Q1	$63.4K	Hold	1,200	–	–	0.05%	166
2025 Q4	$57.7K	Hold	1,200	–	–	0.04%	181
2025 Q3	$51.2K	Hold	1,200	–	–	0.04%	197
2025 Q2	$45.7K	Buy	+1,200	New	+$43.7K	0.03%	213
2024 Q3	$60.6K	Hold	1,716	–	–	0.05%	169
2024 Q2	$64.5K	Buy	+1,716	New	+$62.1K	0.06%	155
2023 Q3	$50.5K	Hold	1,716	–	–	0.05%	170
2023 Q2	$47.6K	Buy	+1,716	New	+$43.5K	0.05%	173
2023 Q1	–	Sell	-1,716	Closed	-$36.8K	–	156
2022 Q4	$36.8K	Buy	+1,716	New	+$37.7K	0.03%	222
2022 Q3	–	Sell	-1,716	Closed	-$36K	–	164
2022 Q2	$36K	Buy	+1,716	New	+$36.4K	0.03%	182

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

WFA of San Diego's DXJ Position: Q2 2026 in Review

WFA of San Diego sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026, closing a stake of 1,200 shares — an estimated $63.4K sold.

WFA of San Diego first reported a position in DXJ in Q2 2022 and held it in 10 quarters. The position peaked at $64.5K in Q2 2024. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

WFA of San Diego reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 1,200 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $63.4K.
WFA of San Diego first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2022 and held it in 10 quarters.
WFA of San Diego's WisdomTree Japan Hedged Equity Fund position peaked at $64.5K in Q2 2024.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.