WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
US ˙ ARCA ˙ US97717W8516

SecurityDXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership201 shares
Latest Disclosed Value $ 31,875
IFP Advisors, Inc reports 15.19% decrease in ownership of DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 201 shares of WisdomTree Trust - WisdomTree Japan Hedged Equity Fund (US:DXJ) valued at $31,875 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 237 shares of WisdomTree Trust - WisdomTree Japan Hedged Equity Fund. This represents a change in shares of -15.19% during the quarter. The current value of the position is $34,019 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F WISDOMTREE TR cs 97717W851 201 -36 -15.19 32 -8.82 0.0007
2026-02-06 2025-12-31 13F WISDOMTREE TR cs 97717W851 237 -316 -57.14 34 -51.43 0.0008
2026-02-06 2025-09-30 13F/A-1 WISDOMTREE TR JAPN HEDGE EQT cs 97717W851 553 0 0.00 71 11.11 0.0018
2025-12-02 2025-09-30 13F WISDOMTREE TR JAPN HEDGE EQT cs 97717W851 553 0 71 0.0018
2025-07-24 2025-06-30 13F WISDOMTREE TR cs 97717W851 553 352 175.12 63 186.36 0.0018
2025-05-05 2025-03-31 13F WISDOMTREE TR cs 97717W851 201 -91 -31.16 22 -31.25 0.0007
2025-02-04 2024-12-31 13F WISDOMTREE TR cs 97717W851 292 -195 -40.04 32 -37.25 0.0011
2025-02-04 2024-09-30 13F WISDOMTREE TR cs 97717W851 487 -7,359 -93.79 52 -94.24 0.0019
2024-07-30 2024-06-30 13F WISDOMTREE TR cs 97717W851 7,846 4,045 106.42 885 114.81 0.0351
2024-07-30 2024-03-31 13F WISDOMTREE TR cs 97717W851 3,801 3,606 1,849.23 413 2,323.53 0.0181
2024-01-09 2023-12-31 13F WISDOMTREE TR cs 97717W851 195 11 5.98 17 6.25 0.0008
2023-10-12 2023-09-30 13F WISDOMTREE TR cs 97717W851 184 66 55.93 16 77.78 0.0007
2023-08-14 2023-06-30 13F/A-1 WISDOMTREE TR cs 97717W851 118 -27 -18.62 10 12.50 0.0004
2023-08-04 2023-06-30 13F WISDOMTREE TR cs 97717W851 118 -27 7 0.0003
2023-04-18 2023-03-31 13F WISDOMTREE TR cs 97717W851 145 42 40.78 9 0.0004
2023-02-07 2022-12-31 13F WISDOMTREE TR cs 97717W851 103 -13 -11.21 0 -100.00 0.0002
2022-11-08 2022-09-30 13F WISDOMTREE TR cs 97717W851 116 0 0.00 6 0.00 0.0002
2022-09-06 2022-06-30 13F/A-1 WISDOMTREE TR cs 97717W851 116 0 0.00 6 0.00 0.0002
2022-09-06 2022-03-31 13F/A-1 WISDOMTREE TR cs 97717W851 116 116 6 0.0002
2022-08-08 2022-03-31 13F WISDOMTREE TR JAPN HEDGE EQT Stock 97717W851 102 102 6 0.0001
2021-07-13 2021-06-30 13F WISDOMTREE TR JAPN HEDGE EQT Stock 97717W851 0 0 0 0.0000
2021-04-30 2021-03-31 13F WISDOMTREE TR JAPN HEDGE EQT Stock 97717W851 0 0 0 0.0000
2021-01-25 2020-12-31 13F WISDOMTREE TR JAPN HEDGE EQT Stock 97717W851 0 -78 -100.00 0 -100.00
2020-10-29 2020-09-30 13F WISDOMTREE TR JAPN HEDGE EQT Stock 97717W851 78 -87 -52.73 4 -50.00 0.0002
2020-08-05 2020-06-30 13F WISDOMTREE TR JAPN HEDGE EQT Stock 97717W851 165 -148 -47.28 8 -42.86 0.0006
2020-05-12 2020-03-31 13F WISDOMTREE TR JAPN HEDGE EQT Stock 97717W851 313 -38 -10.83 14 -26.32 0.0014
2020-01-17 2019-12-31 13F WISDOMTREE TR JAPN HEDGE EQT Stock 97717W851 351 296 538.18 19 533.33 0.0014
2019-11-07 2019-09-30 13F WISDOMTREE TR JAPN HEDGE EQT Stock 97717W851 55 -1,032 -94.94 3 -94.64 0.0002
2019-05-15 2019-03-31 13F WISDOMTREE JAPAN HEDGEDEQUITY FD ETF ETF 97717W851 1,087 306 39.18 56 51.35 0.0076
2019-06-03 2018-12-31 13F/A-10 WISDOMTREE JAPAN HEDGED EQUITY ETF 97717W851 781 144 22.61 37 0.00 0.0023
2019-01-23 2018-12-31 13F WISDOMTREE JAPAN HEDGED EQUITY ETF 97717W851 781 144 37 0.0023
2019-06-03 2018-09-30 13F/A-9 WISDOMTREE JAPAN HEDGED EQUITY ETF 97717W851 637 -1,394 -68.64 37 -66.36 0.0015
2018-10-25 2018-09-30 13F WISDOMTREE JAPAN HEDGED EQUITY ETF 97717W851 637 -1,394 37 0.0015
2019-06-03 2018-06-30 13F/A-8 WISDOMTREE JAPAN HEDGED EQUITY ETF 97717W851 2,031 -3,465 -63.05 110 -66.26 0.0046
2018-08-07 2018-06-30 13F WISDOMTREE JAPAN HEDGED EQUITY ETF 97717W851 2,031 -63 110
2019-06-03 2018-03-31 13F/A-7 WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 5,496 0 0.00 326 0.00 0.0148
2018-05-09 2018-03-31 13F WISDOMTREE JAPAN HEDGED EQUITY ETF 97717W851 2,094 -3,402 117
2019-06-03 2017-12-31 13F/A-6 WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 5,496 1,581 40.38 326 52.34 0.0148
2018-01-24 2017-12-31 13F WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 5,496 1,581 326
2017-10-30 2017-09-30 13F WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 3,915 -1,429 -26.74 214 -23.02 0.0085
2019-06-03 2017-06-30 13F/A-5 WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 5,344 127 2.43 278 5.30 0.0118
2017-07-31 2017-06-30 13F WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 5,344 127 278
2019-06-03 2017-03-31 13F/A-4 WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 5,217 -1,101 -17.43 264 -15.65 0.0115
2017-04-26 2017-03-31 13F WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 5,217 -1,101 264
2019-06-03 2016-12-31 13F/A-3 WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 6,318 -2,086 -24.82 313 -13.30 0.0151
2017-02-14 2016-12-31 13F WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 6,318 -2,086 313
2016-11-04 2016-09-30 13F WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 8,404 3,551 73.17 361 92.02 0.0188
2019-06-03 2016-06-30 13F/A-2 WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 4,853 3,766 346.46 188 235.71 0.0105
2016-08-22 2016-06-30 13F WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 4,853 3,766 188
2019-06-03 2016-03-31 13F/A-1 WISDOMTREE JAPAN HEDGEDEQUITY FD ETF ETF 97717W851 1,087 -11,935 -91.65 56 -91.41 0.0076
2016-05-02 2016-03-31 13F WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 9,910 -3,112 433
2016-02-11 2015-12-31 13F WISDOMTREE JAPAN HEDGED EQUITY FUND ETF 97717W851 13,022 13,022 652 0.0438
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.