Ballast Rock Private Wealth’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Ballast Rock Private Wealth’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	$1.25M	Hold	7,210	–	–	0.58%	48
2026 Q1	$1.14M	Sell	7,210 -400	-5%	-$63.1K	0.63%	47
2025 Q4	$1.1M	Buy	+7,610	New	+$1.04M	0.69%	45

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Ballast Rock Private Wealth's DXJ Position: Q2 2026 in Review

Ballast Rock Private Wealth held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 7,210 shares worth $1.25M. The position accounts for 0.58% of the portfolio, ranked #48.

Ballast Rock Private Wealth first reported a position in DXJ in Q4 2025 and has held it in 3 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Ballast Rock Private Wealth held 7,210 shares of WisdomTree Japan Hedged Equity Fund worth $1.25M as of Q2 2026.
Ballast Rock Private Wealth left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.58% of Ballast Rock Private Wealth's portfolio in Q2 2026, its #48 holding.
Ballast Rock Private Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2025 and has held it in 3 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Ballast Rock Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.