Bleakley Financial Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bleakley Financial Group’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 Q1	–	Sell	-69,672	Closed	-$3.35M	–	776
2025 Q4	$3.35M	Buy	69,672 +15,534	+29%	+$710K	0.06%	258
2025 Q3	$2.31M	Buy	54,138 +13,575	+33%	+$555K	0.05%	274
2025 Q2	$1.55M	Sell	40,563 -18,930	-32%	-$690K	0.04%	315
2025 Q1	$2.18M	Buy	59,493 +7,428	+14%	+$272K	0.07%	229
2024 Q4	$1.91M	Buy	52,065 +2,733	+6%	+$99.7K	0.06%	265
2024 Q3	$1.74M	Sell	49,332 -152,301	-76%	-$5.39M	0.05%	281
2024 Q2	$7.58M	Sell	201,633 -780	-0.4%	-$28.2K	0.22%	85
2024 Q1	$7.32M	Sell	202,413 -4,914	-2%	-$163K	0.21%	87
2023 Q4	$6.08M	Sell	207,327 -10,665	-5%	-$314K	0.19%	100
2023 Q3	$6.41M	Buy	217,992 +2,265	+1%	+$64.4K	0.23%	87
2023 Q2	$5.99M	Buy	215,727 +1,251	+0.6%	+$31.7K	0.19%	99
2023 Q1	$5.06M	Buy	214,476 +11,664	+6%	+$267K	0.17%	110
2022 Q4	$4.35M	Buy	+202,812	New	+$4.45M	0.16%	120

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bleakley Financial Group's DXJ Position: Q1 2026 in Review

Bleakley Financial Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2026, closing a stake of 69,672 shares — an estimated $3.35M sold.

Bleakley Financial Group first reported a position in DXJ in Q4 2022 and held it in 13 quarters. The position peaked at $7.58M in Q2 2024. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Bleakley Financial Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2026 after selling out during the quarter.
Bleakley Financial Group sold 69,672 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $3.35M.
Bleakley Financial Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2022 and held it in 13 quarters.
Bleakley Financial Group's WisdomTree Japan Hedged Equity Fund position peaked at $7.58M in Q2 2024.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Bleakley Financial Group's 13F filing for Q1 2026, filed 4 May 2026.