AE Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

AE Wealth Management’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	$707K	Buy	12,231 +9,384	+330%	+$526K	﹤0.01%	1058
2026 Q1	$151K	Buy	2,847 +1,521	+115%	+$80K	﹤0.01%	1674
2025 Q4	$63.8K	Sell	1,326 -201	-13%	-$9.19K	﹤0.01%	1801
2025 Q3	$65.1K	Sell	1,527 -1,554	-50%	-$63.6K	﹤0.01%	1667
2025 Q2	$117K	Buy	3,081 +549	+22%	+$20K	﹤0.01%	1441
2025 Q1	$92.9K	Sell	2,532 -261	-9%	-$9.6K	﹤0.01%	1458
2024 Q4	$103K	Buy	+2,793	New	+$102K	﹤0.01%	1418
2023 Q4	–	Sell	-37,212	Closed	-$1.09M	–	2083
2023 Q3	$1.09M	Buy	37,212 +399	+1%	+$11.3K	0.01%	1056
2023 Q2	$1.02M	Buy	36,813 +6,867	+23%	+$174K	0.01%	1086
2023 Q1	$706K	Buy	29,946 +867	+3%	+$19.8K	﹤0.01%	1193
2022 Q4	$623K	Buy	29,079 +6,342	+28%	+$139K	﹤0.01%	1188
2022 Q3	$467K	Buy	+22,737	New	+$488K	﹤0.01%	1296
2020 Q1	–	Sell	-50,610	Closed	-$907K	–	1147
2019 Q4	$907K	Buy	+50,610	New	+$900K	0.02%	551

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

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 $59.5B AUM 15.92% 1-Year Est. Return

AE Wealth Management's DXJ Position: Q2 2026 in Review

AE Wealth Management increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 330% in Q2 2026, buying an estimated $526K and bringing the position to 12,231 shares worth $707K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

AE Wealth Management first reported a position in DXJ in Q4 2019 and has held it in 13 quarters since. The position peaked at $1.09M in Q3 2023. 424 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

AE Wealth Management held 12,231 shares of WisdomTree Japan Hedged Equity Fund worth $707K as of Q2 2026.
AE Wealth Management bought 9,384 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $526K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1058 holding.
AE Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2019 and has held it in 13 quarters since.
AE Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $1.09M in Q3 2023.
424 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.