Birchbrook’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Birchbrook’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 Q3	$10.4K	Hold	174	–	–	0.01%	199
2026 Q2	$10K	Buy	174 +60	+53%	+$3.36K	﹤0.01%	205
2026 Q1	$6.06K	Hold	114	–	–	﹤0.01%	221
2025 Q4	$5.51K	Hold	114	–	–	﹤0.01%	237
2025 Q3	$4.88K	Hold	114	–	–	﹤0.01%	216
2025 Q2	$4.35K	Hold	114	–	–	﹤0.01%	222
2025 Q1	$4.15K	Hold	114	–	–	﹤0.01%	218
2024 Q4	$4.15K	Buy	114 +3	+3%	+$109	﹤0.01%	237
2024 Q3	$3.89K	Hold	111	–	–	﹤0.01%	221
2024 Q2	$4.13K	Buy	111 +48	+76%	+$1.74K	﹤0.01%	221
2024 Q1	$2.33K	Hold	63	–	–	﹤0.01%	245
2023 Q4	$1.88K	Buy	+63	New	+$1.86K	﹤0.01%	273

Other funds holding DXJ

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Birchbrook's DXJ Position: Q3 2026 in Review

Birchbrook held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q3 2026 at 174 shares worth $10.4K. The position accounts for 0.01% of the portfolio, ranked #199.

Birchbrook first reported a position in DXJ in Q4 2023 and has held it in 12 quarters since. 153 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

Birchbrook held 174 shares of WisdomTree Japan Hedged Equity Fund worth $10.4K as of Q3 2026.
Birchbrook left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q3 2026.
WisdomTree Japan Hedged Equity Fund made up 0.01% of Birchbrook's portfolio in Q3 2026, its #199 holding.
Birchbrook first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and has held it in 12 quarters since.
153 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.