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

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

XY Planning Network's DXJ Position: Q2 2026 in Review

XY Planning Network increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.13% in Q2 2026, buying an estimated $4.2K and bringing the position to 19,946 shares worth $3.46M. The position accounts for 0.43% of the portfolio, ranked #51.

XY Planning Network first reported a position in DXJ in Q2 2025 and has held it in 5 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

XY Planning Network held 19,946 shares of WisdomTree Japan Hedged Equity Fund worth $3.46M as of Q2 2026.
XY Planning Network bought 25 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $4.2K.
WisdomTree Japan Hedged Equity Fund made up 0.43% of XY Planning Network's portfolio in Q2 2026, its #51 holding.
XY Planning Network first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2025 and has held it in 5 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.