Bogart Wealth LLC’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bogart Wealth LLC’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	$14.7K	Hold	255	–	–	﹤0.01%	891
2026 Q1	$13.5K	Hold	255	–	–	﹤0.01%	836
2025 Q4	$12.3K	Hold	255	–	–	﹤0.01%	820
2025 Q3	$10.9K	Hold	255	–	–	﹤0.01%	813
2025 Q2	$9.71K	Hold	255	–	–	﹤0.01%	803
2025 Q1	$9.37K	Hold	255	–	–	﹤0.01%	769
2024 Q4	$9.38K	Hold	255	–	–	﹤0.01%	755
2024 Q3	$9.01K	Hold	255	–	–	﹤0.01%	717
2024 Q2	$9.59K	Hold	255	–	–	﹤0.01%	681
2024 Q1	$9.22K	Hold	255	–	–	﹤0.01%	664
2023 Q4	$7.48K	Hold	255	–	–	﹤0.01%	671
2023 Q3	$7.5K	Hold	255	–	–	﹤0.01%	648
2023 Q2	$7.08K	Hold	255	–	–	﹤0.01%	640
2023 Q1	$6.01K	Hold	255	–	–	﹤0.01%	673
2022 Q4	$5.46K	Hold	255	–	–	﹤0.01%	646
2022 Q3	$5K	Hold	255	–	–	﹤0.01%	681
2022 Q2	$5K	Buy	+255	New	+$5.41K	﹤0.01%	635
2018 Q4	–	Sell	-246	Closed	-$5K	–	352
2018 Q3	$5K	Sell	246 -162	-40%	-$2.96K	﹤0.01%	266
2018 Q2	$7K	Hold	408	–	–	﹤0.01%	259
2018 Q1	$8K	Hold	408	–	–	﹤0.01%	248
2017 Q4	$8K	Hold	408	–	–	0.01%	247
2017 Q3	$7K	Buy	+408	New	+$7.14K	0.01%	255

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

Bogart Wealth LLC's DXJ Position: Q2 2026 in Review

Bogart Wealth LLC held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 255 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #891.

Bogart Wealth LLC first reported a position in DXJ in Q3 2017 and has held it in 22 quarters since. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Bogart Wealth LLC held 255 shares of WisdomTree Japan Hedged Equity Fund worth $14.7K as of Q2 2026.
Bogart Wealth LLC left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #891 holding.
Bogart Wealth LLC first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2017 and has held it in 22 quarters since.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.