Bourgeon Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bourgeon Capital Management’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	$255K	Hold	1,467	–	–	0.04%	95
2026 Q1	$233K	Hold	1,467	–	–	0.04%	99
2025 Q4	$211K	Buy	+1,467	New	+$201K	0.03%	122
2024 Q1	–	Sell	-1,467	Closed	-$129K	–	177
2023 Q4	$129K	Hold	1,467	–	–	0.03%	118
2023 Q3	$129K	Hold	1,467	–	–	0.03%	115
2023 Q2	$122K	Hold	1,467	–	–	0.03%	121
2023 Q1	$104K	Hold	1,467	–	–	0.02%	116
2022 Q4	$94.3K	Hold	1,467	–	–	0.02%	129
2022 Q3	$90K	Hold	1,467	–	–	0.02%	116
2022 Q2	$92K	Hold	1,467	–	–	0.02%	117
2022 Q1	$94K	Hold	1,467	–	–	0.02%	125
2021 Q4	$92K	Hold	1,467	–	–	0.02%	125
2021 Q3	$93K	Hold	1,467	–	–	0.02%	130
2021 Q2	$90K	Hold	1,467	–	–	0.02%	135
2021 Q1	$90K	Hold	1,467	–	–	0.02%	135
2020 Q4	$80K	Hold	1,467	–	–	0.02%	130
2020 Q3	$72K	Hold	1,467	–	–	0.02%	128
2020 Q2	$69K	Hold	1,467	–	–	0.02%	107
2020 Q1	$62K	Hold	1,467	–	–	0.03%	99
2019 Q4	$79K	Hold	1,467	–	–	0.04%	97
2019 Q3	$74K	Buy	+1,467	New	+$71K	0.04%	96

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

Bourgeon Capital Management's DXJ Position: Q2 2026 in Review

Bourgeon Capital Management held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 1,467 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #95.

Bourgeon Capital Management first reported a position in DXJ in Q3 2019 and has held it in 21 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Bourgeon Capital Management held 1,467 shares of WisdomTree Japan Hedged Equity Fund worth $255K as of Q2 2026.
Bourgeon Capital Management left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.04% of Bourgeon Capital Management's portfolio in Q2 2026, its #95 holding.
Bourgeon Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2019 and has held it in 21 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Bourgeon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.