Berkeley Inc’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Berkeley Inc’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	$7.84M	Buy	45,188 +336	+0.7%	+$56.5K	2.46%	16
2026 Q1	$7.11M	Buy	44,852 +4,439	+11%	+$701K	2.39%	16
2025 Q4	$5.83M	Buy	40,413 +8,404	+26%	+$1.15M	1.85%	23
2025 Q3	$4.1M	Buy	32,009 +8,026	+33%	+$985K	1.32%	31
2025 Q2	$2.74M	Buy	+23,983	New	+$2.62M	0.98%	33

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

Berkeley Inc's DXJ Position: Q2 2026 in Review

Berkeley Inc increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.75% in Q2 2026, buying an estimated $56.5K and bringing the position to 45,188 shares worth $7.84M. The position accounts for 2.46% of the portfolio, ranked #16.

Berkeley Inc first reported a position in DXJ in Q2 2025 and has held it in 5 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Berkeley Inc held 45,188 shares of WisdomTree Japan Hedged Equity Fund worth $7.84M as of Q2 2026.
Berkeley Inc bought 336 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $56.5K.
WisdomTree Japan Hedged Equity Fund made up 2.46% of Berkeley Inc's portfolio in Q2 2026, its #16 holding.
Berkeley Inc first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2025 and has held it in 5 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.