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	4,077 +3,128	+330%	+$526K	﹤0.01%	1058
2026 Q1	$151K	Buy	949 +507	+115%	+$80K	﹤0.01%	1674
2025 Q4	$63.8K	Sell	442 -67	-13%	-$9.19K	﹤0.01%	1801
2025 Q3	$65.1K	Sell	509 -518	-50%	-$63.6K	﹤0.01%	1667
2025 Q2	$117K	Buy	1,027 +183	+22%	+$20K	﹤0.01%	1441
2025 Q1	$92.9K	Sell	844 -87	-9%	-$9.57K	﹤0.01%	1458
2024 Q4	$103K	Buy	+931	New	+$102K	﹤0.01%	1418
2023 Q4	–	Sell	-12,404	Closed	-$1.09M	–	2083
2023 Q3	$1.09M	Buy	12,404 +133	+1%	+$11.3K	0.01%	1056
2023 Q2	$1.02M	Buy	12,271 +2,289	+23%	+$174K	0.01%	1086
2023 Q1	$706K	Buy	9,982 +289	+3%	+$19.8K	﹤0.01%	1193
2022 Q4	$623K	Buy	9,693 +2,114	+28%	+$139K	﹤0.01%	1188
2022 Q3	$467K	Buy	+7,579	New	+$488K	﹤0.01%	1296
2020 Q1	–	Sell	-16,870	Closed	-$907K	–	1147
2019 Q4	$907K	Buy	+16,870	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

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

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 4,077 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. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

AE Wealth Management held 4,077 shares of WisdomTree Japan Hedged Equity Fund worth $707K as of Q2 2026.
AE Wealth Management bought 3,128 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.
421 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.