Ballast Advisors
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Ballast Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Ballast Advisors’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 		– Sell
-36
Closed -$1.9K – 245
2026
Q1 		$1.9K Buy
+36
New +$1.89K ﹤0.01% 368

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

Ballast Advisors's DXJ Position: Q2 2026 in Review

Ballast Advisors sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026, closing a stake of 36 shares — an estimated $1.9K sold.

Ballast Advisors first reported a position in DXJ in Q1 2026 and held it in 1 quarter. The position peaked at $1.9K in Q1 2026. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • Ballast Advisors reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2026 after selling out during the quarter.
  • Ballast Advisors sold 36 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $1.9K.
  • Ballast Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2026 and held it in 1 quarter.
  • Ballast Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $1.9K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.