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 Q2	$499K	Hold	2,875	–	–	0.03%	146
2026 Q1	$456K	Sell	2,875 -600	-17%	-$94.7K	0.03%	152
2025 Q4	$501K	Hold	3,475	–	–	0.03%	154
2025 Q3	$445K	Sell	3,475 -2	-0.1%	-$245	0.03%	158
2025 Q2	$397K	Sell	3,477 -607	-15%	-$66.3K	0.03%	159
2025 Q1	$450K	Sell	4,084 -945	-19%	-$104K	0.03%	153
2024 Q4	$555K	Sell	5,029 -9,217	-65%	-$1.01M	0.04%	140
2024 Q3	$1.51M	Buy	14,246 +12,543	+737%	+$1.33M	0.1%	101
2024 Q2	$192K	Hold	1,703	–	–	0.02%	204
2024 Q1	$185K	Hold	1,703	–	–	0.01%	215
2023 Q4	$150K	Hold	1,703	–	–	0.01%	236
2023 Q3	$150K	Hold	1,703	–	–	0.01%	249
2023 Q2	$142K	Hold	1,703	–	–	0.01%	276
2023 Q1	$120K	Hold	1,703	–	–	0.01%	301
2022 Q4	$109K	Hold	1,703	–	–	0.01%	302
2022 Q3	$105K	Sell	1,703 -35	-2%	-$2.25K	0.01%	237
2022 Q2	$109K	Hold	1,738	–	–	0.01%	243
2022 Q1	$111K	Buy	1,738 +35	+2%	+$2.2K	0.01%	263
2021 Q4	$107K	Hold	1,703	–	–	0.01%	252
2021 Q3	$108K	Hold	1,703	–	–	0.01%	249
2021 Q2	$104K	Sell	1,703 -1,703	-50%	-$104K	0.01%	265
2021 Q1	$209K	Hold	3,406	–	–	0.02%	176
2020 Q4	$185K	Hold	3,406	–	–	0.02%	180
2020 Q3	$167K	Hold	3,406	–	–	0.02%	170
2020 Q2	$160K	Hold	3,406	–	–	0.02%	170
2020 Q1	$144K	Hold	3,406	–	–	0.03%	171
2019 Q4	$183K	Hold	3,406	–	–	0.03%	187
2019 Q3	$172K	Sell	3,406 -3,405	-50%	-$165K	0.03%	181
2019 Q2	$332K	Hold	6,811	–	–	0.05%	160
2019 Q1	$345K	Hold	6,811	–	–	0.05%	160
2018 Q4	$316K	Hold	6,811	–	–	0.05%	153
2018 Q3	$395K	Hold	6,811	–	–	0.06%	149
2018 Q2	$368K	Hold	6,811	–	–	0.06%	152
2018 Q1	$381K	Buy	6,811 +3,421	+101%	+$199K	0.06%	142
2017 Q4	$201K	Hold	3,390	–	–	0.03%	193
2017 Q3	$185K	Sell	3,390 -236	-7%	-$12.4K	0.03%	194
2017 Q2	$189K	Buy	3,626 +3,327	+1,113%	+$170K	0.03%	190
2017 Q1	$15K	Buy	299 +63	+27%	+$3.21K	﹤0.01%	390
2016 Q4	$12K	Hold	236	–	–	﹤0.01%	421
2016 Q3	$10K	Hold	236	–	–	﹤0.01%	449
2016 Q2	$9K	Sell	236 -7,461	-97%	-$315K	﹤0.01%	401
2016 Q1	$336K	Sell	7,697 -90	-1%	-$3.97K	0.06%	169
2015 Q4	$390K	Sell	7,787 -4,394	-36%	-$234K	0.06%	176
2015 Q3	$593K	Hold	12,181	–	–	0.1%	154
2015 Q2	$697K	Hold	12,181	–	–	0.1%	153
2015 Q1	$671K	Hold	12,181	–	–	0.1%	151
2014 Q4	$600K	Buy	12,181 +1,900	+18%	+$99.2K	0.09%	160
2014 Q3	$538K	Hold	10,281	–	–	0.08%	181
2014 Q2	$507K	Hold	10,281	–	–	0.08%	171
2014 Q1	$487K	Sell	10,281 -209,696	-95%	-$9.99M	0.08%	167
2013 Q4	$11.2M	Buy	219,977 +350	+0.2%	+$17K	1.8%	12
2013 Q3	$10.5M	Sell	219,627 -3,620	-2%	-$170K	1.92%	8
2013 Q2	$10.2M	Buy	+223,247	New	+$10.4M	2.01%	9

Other funds holding DXJ

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Rice Partnership Honolulu, Hawaii $824M AUM 40.45% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return

Baldwin Wealth Partners's DXJ Position: Q2 2026 in Review

Baldwin Wealth Partners held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 2,875 shares worth $499K. The position accounts for 0.03% of the portfolio, ranked #146.

Baldwin Wealth Partners first reported a position in DXJ in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.2M in Q4 2013. 157 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Baldwin Wealth Partners held 2,875 shares of WisdomTree Japan Hedged Equity Fund worth $499K as of Q2 2026.
Baldwin Wealth Partners left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.03% of Baldwin Wealth Partners's portfolio in Q2 2026, its #146 holding.
Baldwin Wealth Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 53 quarters since.
Baldwin Wealth Partners's WisdomTree Japan Hedged Equity Fund position peaked at $11.2M in Q4 2013.
157 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.