Brown, Lisle/Cummings’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Brown, Lisle/Cummings’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	$749K	Buy	4,722 +79	+2%	+$12.5K	0.19%	119
2025 Q4	$669K	Hold	4,643	–	–	0.16%	127
2025 Q3	$594K	Sell	4,643 -208	-4%	-$25.5K	0.15%	136
2025 Q2	$554K	Hold	4,851	–	–	0.15%	141
2025 Q1	$534K	Hold	4,851	–	–	0.15%	134
2024 Q4	$535K	Buy	4,851 +188	+4%	+$20.6K	0.16%	130
2024 Q3	$494K	Sell	4,663 -809	-15%	-$85.9K	0.15%	137
2024 Q2	$617K	Buy	5,472 +120	+2%	+$13K	0.2%	110
2024 Q1	$581K	Hold	5,352	–	–	0.2%	115
2023 Q4	$471K	Sell	5,352 -4,285	-44%	-$379K	0.17%	127
2023 Q3	$850K	Hold	9,637	–	–	0.38%	64
2023 Q2	$802K	Hold	9,637	–	–	0.36%	61
2023 Q1	$682K	Hold	9,637	–	–	0.35%	70
2022 Q4	$620K	Sell	9,637 -2,070	-18%	-$136K	0.33%	74
2022 Q3	$722K	Buy	11,707 +765	+7%	+$49.2K	0.42%	56
2022 Q2	$683K	Hold	10,942	–	–	0.38%	65
2022 Q1	$701K	Buy	10,942 +387	+4%	+$24.3K	0.34%	74
2021 Q4	$660K	Buy	+10,555	New	+$663K	0.33%	73

Other funds holding DXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Brown, Lisle/Cummings's DXJ Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 1.7% in Q1 2026, buying an estimated $12.5K and bringing the position to 4,722 shares worth $749K. The position accounts for 0.19% of the portfolio, ranked #119.

Brown, Lisle/Cummings first reported a position in DXJ in Q4 2021 and has held it in 18 quarters since. The position peaked at $850K in Q3 2023. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Brown, Lisle/Cummings held 4,722 shares of WisdomTree Japan Hedged Equity Fund worth $749K as of Q1 2026.
Brown, Lisle/Cummings bought 79 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $12.5K.
WisdomTree Japan Hedged Equity Fund made up 0.19% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #119 holding.
Brown, Lisle/Cummings first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's WisdomTree Japan Hedged Equity Fund position peaked at $850K in Q3 2023.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.