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 Q2	$9.99K	Buy	58 +20	+53%	+$3.36K	﹤0.01%	205
2026 Q1	$6.06K	Hold	38	–	–	﹤0.01%	221
2025 Q4	$5.51K	Hold	38	–	–	﹤0.01%	237
2025 Q3	$4.88K	Hold	38	–	–	﹤0.01%	216
2025 Q2	$4.35K	Hold	38	–	–	﹤0.01%	222
2025 Q1	$4.15K	Hold	38	–	–	﹤0.01%	218
2024 Q4	$4.15K	Buy	38 +1	+3%	+$109	﹤0.01%	237
2024 Q3	$3.89K	Hold	37	–	–	﹤0.01%	221
2024 Q2	$4.13K	Buy	37 +16	+76%	+$1.74K	﹤0.01%	221
2024 Q1	$2.33K	Hold	21	–	–	﹤0.01%	245
2023 Q4	$1.88K	Buy	+21	New	+$1.86K	﹤0.01%	273

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B 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 $58.2B AUM 22.78% 1-Year Est. Return

Birchbrook's DXJ Position: Q2 2026 in Review

Birchbrook increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 53% in Q2 2026, buying an estimated $3.36K and bringing the position to 58 shares worth $9.99K. The position accounts for ﹤0.01% of the portfolio, ranked #205.

Birchbrook first reported a position in DXJ in Q4 2023 and has held it in 11 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Birchbrook held 58 shares of WisdomTree Japan Hedged Equity Fund worth $9.99K as of Q2 2026.
Birchbrook bought 20 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $3.36K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Birchbrook's portfolio in Q2 2026, its #205 holding.
Birchbrook first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2023 and has held it in 11 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.