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Atria Investments’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Atria Investments’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 		$3.23M Buy
55,830
+9,480
+20% +$531K 0.03% 540
2026
Q1 		$2.45M Buy
46,350
+11,937
+35% +$628K 0.03% 624
2025
Q4 		$1.65M Sell
34,413
-6,312
-15% -$288K 0.02% 815
2025
Q3 		$1.74M Sell
40,725
-111,330
-73% -$4.55M 0.02% 775
2025
Q2 		$5.79M Sell
152,055
-15,321
-9% -$558K 0.07% 334
2025
Q1 		$6.15M Buy
167,376
+34,188
+26% +$1.25M 0.08% 307
2024
Q4 		$4.9M Buy
133,188
+12,219
+10% +$446K 0.06% 354
2024
Q3 		$4.27M Buy
120,969
+19,173
+19% +$679K 0.05% 405
2024
Q2 		$3.83M Buy
+101,796
New +$3.69M 0.05% 425
2018
Q1 		– Sell
-174,624
Closed -$3.45M – 879
2017
Q4 		$3.45M Buy
+174,624
New +$3.36M 0.17% 118
2016
Q1 		– Sell
-145,995
Closed -$2.24M – 446
2015
Q4 		$2.24M Buy
145,995
+11,880
+9% +$211K 0.25% 66
2015
Q3 		$2.17M Buy
134,115
+7,047
+6% +$127K 0.3% 55
2015
Q2 		$2.42M Buy
+127,068
New +$2.46M 0.28% 55
2015
Q1 		– Sell
-48,798
Closed -$801K – 410
2014
Q4 		$801K Sell
48,798
-1,983
-4% -$34.5K 0.09% 194
2014
Q3 		$886K Sell
50,781
-3,492
-6% -$58.6K 0.09% 192
2014
Q2 		$893K Sell
54,273
-8,127
-13% -$128K 0.09% 192
2014
Q1 		$985K Sell
62,400
-87
-0.1% -$1.38K 0.1% 168
2013
Q4 		$1.06M Sell
62,487
-51,516
-45% -$835K 0.11% 178
2013
Q3 		$1.82M Buy
114,003
+68,625
+151% +$1.07M 0.19% 79
2013
Q2 		$690K Buy
+45,378
New +$707K 0.08% 145

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
APTFM
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 $58.2B AUM 22.78% 1-Year Est. Return

Atria Investments's DXJ Position: Q2 2026 in Review

Atria Investments increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 20% in Q2 2026, buying an estimated $531K and bringing the position to 55,830 shares worth $3.23M. The position accounts for 0.03% of the portfolio, ranked #540.

Atria Investments first reported a position in DXJ in Q2 2013 and has held it in 20 quarters since. The position peaked at $6.15M in Q1 2025. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • Atria Investments held 55,830 shares of WisdomTree Japan Hedged Equity Fund worth $3.23M as of Q2 2026.
  • Atria Investments bought 9,480 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $531K.
  • WisdomTree Japan Hedged Equity Fund made up 0.03% of Atria Investments's portfolio in Q2 2026, its #540 holding.
  • Atria Investments first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 20 quarters since.
  • Atria Investments's WisdomTree Japan Hedged Equity Fund position peaked at $6.15M in Q1 2025.
  • 422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.