WJ Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

WJ Financial 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	$347K	Hold	5,997	–	–	0.25%	91
2026 Q1	$317K	Hold	5,997	–	–	0.26%	96
2025 Q4	$288K	Sell	5,997 -81	-1%	-$3.7K	0.26%	89
2025 Q3	$259K	Buy	+6,078	New	+$249K	0.25%	97

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

WJ Financial Advisors's DXJ Position: Q2 2026 in Review

WJ Financial Advisors held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 5,997 shares worth $347K. The position accounts for 0.25% of the portfolio, ranked #91.

WJ Financial Advisors first reported a position in DXJ in Q3 2025 and has held it in 4 quarters since. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

WJ Financial Advisors held 5,997 shares of WisdomTree Japan Hedged Equity Fund worth $347K as of Q2 2026.
WJ Financial Advisors left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.25% of WJ Financial Advisors's portfolio in Q2 2026, its #91 holding.
WJ Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2025 and has held it in 4 quarters since.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on WJ Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.