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 Q3	$3.6M	Buy	59,874 +36	+0.1%	+$2.13K	0.39%	58
2026 Q2	$3.46M	Buy	59,838 +75	+0.1%	+$4.2K	0.43%	51
2026 Q1	$3.23M	Hold	59,763	–	–	0.52%	45
2025 Q4	$2.87M	Sell	59,763 -8,748	-13%	-$400K	0.5%	48
2025 Q3	$2.61M	Hold	68,511	–	–	0.89%	33
2025 Q2	$2.61M	Buy	+68,511	New	+$2.5M	0.89%	33

Other funds holding DXJ

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

XY Planning Network's DXJ Position: Q3 2026 in Review

XY Planning Network increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.06% in Q3 2026, buying an estimated $2.13K and bringing the position to 59,874 shares worth $3.6M. The position accounts for 0.39% of the portfolio, ranked #58.

XY Planning Network first reported a position in DXJ in Q2 2025 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

XY Planning Network held 59,874 shares of WisdomTree Japan Hedged Equity Fund worth $3.6M as of Q3 2026.
XY Planning Network bought 36 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $2.13K.
WisdomTree Japan Hedged Equity Fund made up 0.39% of XY Planning Network's portfolio in Q3 2026, its #58 holding.
XY Planning Network first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2025 and has held it in 6 quarters since.
104 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.