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

Ballentine 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	$204K	Buy	+3,519	New	+$197K	﹤0.01%	1003
2017 Q3	–	Sell	-3,852	Closed	-$67K	–	441
2017 Q2	$67K	Buy	+3,852	New	+$65.7K	﹤0.01%	395
2016 Q3	–	Sell	-6,192	Closed	-$80K	–	215
2016 Q2	$80K	Buy	6,192 +4,467	+259%	+$62.8K	0.01%	218
2016 Q1	$25K	Buy	+1,725	New	+$25.4K	﹤0.01%	223

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 $468B AUM 17.69% 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

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

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 $59.5B AUM 15.92% 1-Year Est. Return

Ballentine Partners's DXJ Position: Q2 2026 in Review

Ballentine Partners opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 3,519 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1003 among its holdings. This is a return to the name: Ballentine Partners previously reported a position in DXJ as recently as Q2 2017.

Ballentine Partners first reported a position in DXJ in Q1 2016 and has held it in 4 quarters since. 424 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Ballentine Partners held 3,519 shares of WisdomTree Japan Hedged Equity Fund worth $204K as of Q2 2026.
WisdomTree Japan Hedged Equity Fund was a new Ballentine Partners position in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #1003 holding.
Ballentine Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2016 and has held it in 4 quarters since.
424 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.