AlTi Global’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

AlTi Global’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	$19.5M	Sell	112,650 -500	-0.4%	-$84K	0.4%	38
2026 Q1	$17.9M	Buy	113,150 +8,700	+8%	+$1.37M	0.39%	36
2025 Q4	$15.1M	Hold	104,450	–	–	0.32%	43
2025 Q3	$13.4M	Sell	104,450 -420	-0.4%	-$51.5K	0.31%	49
2025 Q2	$12M	Sell	104,870 -5,100	-5%	-$557K	0.3%	46
2025 Q1	$12.1M	Hold	109,970	–	–	0.32%	41
2024 Q4	$11.9M	Sell	109,970 -1,460	-1%	-$160K	0.29%	46
2024 Q3	$11.8M	Buy	111,430 +2,740	+3%	+$291K	0.28%	45
2024 Q2	$12.3M	Hold	108,690	–	–	0.33%	38
2024 Q1	$11.8M	Buy	108,690 +2,440	+2%	+$243K	0.33%	39
2023 Q4	$9.35M	Buy	+106,250	New	+$9.39M	0.29%	49

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

AlTi Global's DXJ Position: Q2 2026 in Review

AlTi Global reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.44% in Q2 2026, selling an estimated $84K and leaving 112,650 shares worth $19.5M. The position accounts for 0.4% of the portfolio, ranked #38.

AlTi Global first reported a position in DXJ in Q4 2023 and has held it in 11 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

AlTi Global held 112,650 shares of WisdomTree Japan Hedged Equity Fund worth $19.5M as of Q2 2026.
AlTi Global sold 500 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $84K.
WisdomTree Japan Hedged Equity Fund made up 0.4% of AlTi Global's portfolio in Q2 2026, its #38 holding.
AlTi Global first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and has held it in 11 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.