Baldwin Wealth Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Baldwin Wealth Partners’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 Q3	$519K	Hold	8,625	–	–	0.03%	141
2026 Q2	$499K	Hold	8,625	–	–	0.03%	146
2026 Q1	$456K	Sell	8,625 -1,800	-17%	-$94.7K	0.03%	152
2025 Q4	$501K	Hold	10,425	–	–	0.03%	154
2025 Q3	$445K	Sell	10,425 -6	-0.1%	-$245	0.03%	158
2025 Q2	$397K	Sell	10,431 -1,821	-15%	-$66.3K	0.03%	159
2025 Q1	$450K	Sell	12,252 -2,835	-19%	-$104K	0.03%	153
2024 Q4	$555K	Sell	15,087 -27,651	-65%	-$1.01M	0.04%	140
2024 Q3	$1.51M	Buy	42,738 +37,629	+737%	+$1.33M	0.1%	101
2024 Q2	$192K	Hold	5,109	–	–	0.02%	204
2024 Q1	$185K	Hold	5,109	–	–	0.01%	215
2023 Q4	$150K	Hold	5,109	–	–	0.01%	236
2023 Q3	$150K	Hold	5,109	–	–	0.01%	249
2023 Q2	$142K	Hold	5,109	–	–	0.01%	276
2023 Q1	$120K	Hold	5,109	–	–	0.01%	301
2022 Q4	$109K	Hold	5,109	–	–	0.01%	302
2022 Q3	$105K	Sell	5,109 -105	-2%	-$2.25K	0.01%	237
2022 Q2	$109K	Hold	5,214	–	–	0.01%	243
2022 Q1	$111K	Buy	5,214 +105	+2%	+$2.2K	0.01%	263
2021 Q4	$107K	Hold	5,109	–	–	0.01%	252
2021 Q3	$108K	Hold	5,109	–	–	0.01%	249
2021 Q2	$104K	Sell	5,109 -5,109	-50%	-$104K	0.01%	265
2021 Q1	$209K	Hold	10,218	–	–	0.02%	176
2020 Q4	$185K	Hold	10,218	–	–	0.02%	180
2020 Q3	$167K	Hold	10,218	–	–	0.02%	170
2020 Q2	$160K	Hold	10,218	–	–	0.02%	170
2020 Q1	$144K	Hold	10,218	–	–	0.03%	171
2019 Q4	$183K	Hold	10,218	–	–	0.03%	187
2019 Q3	$172K	Sell	10,218 -10,215	-50%	-$165K	0.03%	181
2019 Q2	$332K	Hold	20,433	–	–	0.05%	160
2019 Q1	$345K	Hold	20,433	–	–	0.05%	160
2018 Q4	$316K	Hold	20,433	–	–	0.05%	153
2018 Q3	$395K	Hold	20,433	–	–	0.06%	149
2018 Q2	$368K	Hold	20,433	–	–	0.06%	152
2018 Q1	$381K	Buy	20,433 +10,263	+101%	+$199K	0.06%	142
2017 Q4	$201K	Hold	10,170	–	–	0.03%	193
2017 Q3	$185K	Sell	10,170 -708	-7%	-$12.4K	0.03%	194
2017 Q2	$189K	Buy	10,878 +9,981	+1,113%	+$170K	0.03%	190
2017 Q1	$15K	Buy	897 +189	+27%	+$3.21K	﹤0.01%	390
2016 Q4	$12K	Hold	708	–	–	﹤0.01%	421
2016 Q3	$10K	Hold	708	–	–	﹤0.01%	449
2016 Q2	$9K	Sell	708 -22,383	-97%	-$315K	﹤0.01%	401
2016 Q1	$336K	Sell	23,091 -270	-1%	-$3.97K	0.06%	169
2015 Q4	$390K	Sell	23,361 -13,182	-36%	-$234K	0.06%	176
2015 Q3	$593K	Hold	36,543	–	–	0.1%	154
2015 Q2	$697K	Hold	36,543	–	–	0.1%	153
2015 Q1	$671K	Hold	36,543	–	–	0.1%	151
2014 Q4	$600K	Buy	36,543 +5,700	+18%	+$99.2K	0.09%	160
2014 Q3	$538K	Hold	30,843	–	–	0.08%	181
2014 Q2	$507K	Hold	30,843	–	–	0.08%	171
2014 Q1	$487K	Sell	30,843 -629,088	-95%	-$10M	0.08%	167
2013 Q4	$11.2M	Buy	659,931 +1,050	+0.2%	+$17K	1.8%	12
2013 Q3	$10.5M	Sell	658,881 -10,860	-2%	-$170K	1.92%	8
2013 Q2	$10.2M	Buy	+669,741	New	+$10.4M	2.01%	9

Other funds holding DXJ

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Baldwin Wealth Partners's DXJ Position: Q3 2026 in Review

Baldwin Wealth Partners held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q3 2026 at 8,625 shares worth $519K. The position accounts for 0.03% of the portfolio, ranked #141.

Baldwin Wealth Partners first reported a position in DXJ in Q2 2013 and has held it in 54 quarters since. The position peaked at $11.2M in Q4 2013. 153 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

Baldwin Wealth Partners held 8,625 shares of WisdomTree Japan Hedged Equity Fund worth $519K as of Q3 2026.
Baldwin Wealth Partners left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q3 2026.
WisdomTree Japan Hedged Equity Fund made up 0.03% of Baldwin Wealth Partners's portfolio in Q3 2026, its #141 holding.
Baldwin Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 54 quarters since.
Baldwin Wealth Partners's WisdomTree Japan Hedged Equity Fund position peaked at $11.2M in Q4 2013.
153 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.