Ascent Group
DXJ icon

Ascent Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Ascent Group’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 		$444K Sell
7,680
-531
-6% -$29.7K 0.01% 561
2026
Q1 		$434K Buy
+8,211
New +$432K 0.02% 529

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ascent Group's DXJ Position: Q2 2026 in Review

Ascent Group reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 6.5% in Q2 2026, selling an estimated $29.7K and leaving 7,680 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #561.

Ascent Group first reported a position in DXJ in Q1 2026 and has held it in 2 quarters since. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • Ascent Group held 7,680 shares of WisdomTree Japan Hedged Equity Fund worth $444K as of Q2 2026.
  • Ascent Group sold 531 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $29.7K.
  • WisdomTree Japan Hedged Equity Fund made up 0.01% of Ascent Group's portfolio in Q2 2026, its #561 holding.
  • Ascent Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.