Allworth Financial’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Allworth Financial’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	$112K	Sell	643 -3	-0.5%	-$504	﹤0.01%	1876
2026 Q1	$102K	Sell	646 -92	-12%	-$14.5K	﹤0.01%	1821
2025 Q4	$106K	Buy	738 +13	+2%	+$1.78K	﹤0.01%	1717
2025 Q3	$92.8K	Buy	725 +101	+16%	+$12.4K	﹤0.01%	1727
2025 Q2	$71.3K	Buy	624 +130	+26%	+$14.2K	﹤0.01%	1731
2025 Q1	$52.5K	Buy	494 +10	+2%	+$1.1K	﹤0.01%	1525
2024 Q4	$53K	Buy	484 +3	+0.6%	+$328	﹤0.01%	1548
2024 Q3	$51K	Buy	481 +101	+27%	+$10.7K	﹤0.01%	1402
2024 Q2	$43.1K	Hold	380	–	–	﹤0.01%	1445
2024 Q1	$41.2K	Hold	380	–	–	﹤0.01%	1380
2023 Q4	$33.4K	Buy	380 +100	+36%	+$8.84K	﹤0.01%	1366
2023 Q3	$24.7K	Hold	280	–	–	﹤0.01%	1395
2023 Q2	$23.3K	Hold	280	–	–	﹤0.01%	1447
2023 Q1	$19.8K	Hold	280	–	–	﹤0.01%	1455
2022 Q4	$18K	Hold	280	–	–	﹤0.01%	1412
2022 Q3	$17K	Hold	280	–	–	﹤0.01%	1362
2022 Q2	$17K	Hold	280	–	–	﹤0.01%	1298
2022 Q1	$18K	Hold	280	–	–	﹤0.01%	1298
2021 Q4	$18K	Hold	280	–	–	﹤0.01%	1157
2021 Q3	$18K	Hold	280	–	–	﹤0.01%	1071
2021 Q2	$17K	Hold	280	–	–	﹤0.01%	891
2021 Q1	$17K	Hold	280	–	–	﹤0.01%	833
2020 Q4	$15K	Hold	280	–	–	﹤0.01%	735
2020 Q3	$14K	Buy	+280	New	+$13.4K	﹤0.01%	636
2020 Q2	–	Sell	-280	Closed	-$12K	–	1223
2020 Q1	$12K	Hold	280	–	–	﹤0.01%	658
2019 Q4	$15K	Hold	280	–	–	﹤0.01%	576
2019 Q3	$14K	Hold	280	–	–	﹤0.01%	516
2019 Q2	$14K	Hold	280	–	–	﹤0.01%	521
2019 Q1	$14K	Hold	280	–	–	﹤0.01%	518
2018 Q4	$13K	Hold	280	–	–	﹤0.01%	474
2018 Q3	$16K	Hold	280	–	–	﹤0.01%	467
2018 Q2	$15K	Hold	280	–	–	﹤0.01%	451
2018 Q1	$16K	Hold	280	–	–	﹤0.01%	409
2017 Q4	$17K	Hold	280	–	–	﹤0.01%	397
2017 Q3	$15K	Hold	280	–	–	﹤0.01%	408
2017 Q2	$15K	Hold	280	–	–	﹤0.01%	418
2017 Q1	$14K	Buy	+280	New	+$14.3K	﹤0.01%	407
2016 Q3	–	Sell	-186	Closed	-$7K	–	702
2016 Q2	$7K	Buy	186 +76	+69%	+$3.21K	﹤0.01%	421
2016 Q1	$5K	Hold	110	–	–	﹤0.01%	445
2015 Q4	$6K	Sell	110 -918	-89%	-$48.9K	﹤0.01%	423
2015 Q3	$50K	Hold	1,028	–	–	0.02%	209
2015 Q2	$59K	Hold	1,028	–	–	0.02%	195
2015 Q1	$57K	Buy	+1,028	New	+$53.5K	0.02%	192

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Allworth Financial's DXJ Position: Q2 2026 in Review

Allworth Financial reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.46% in Q2 2026, selling an estimated $504 and leaving 643 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Allworth Financial first reported a position in DXJ in Q1 2015 and has held it in 43 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Allworth Financial held 643 shares of WisdomTree Japan Hedged Equity Fund worth $112K as of Q2 2026.
Allworth Financial sold 3 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $504.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1876 holding.
Allworth Financial first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2015 and has held it in 43 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.