XY Planning Network’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

XY Planning Network’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	$3.46M	Buy	19,946 +25	+0.1%	+$4.2K	0.43%	51
2026 Q1	$3.23M	Hold	19,921	–	–	0.52%	45
2025 Q4	$2.87M	Sell	19,921 -2,916	-13%	-$400K	0.5%	48
2025 Q3	$2.61M	Hold	22,837	–	–	0.89%	33
2025 Q2	$2.61M	Buy	+22,837	New	+$2.5M	0.89%	33

Other funds holding DXJ

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Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Chemistry Wealth Management New York $622M AUM 19.32% 1-Year Est. Return

Oxinas Partners Wealth Management Jeffersonville, Indiana $254M AUM 31.6% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return