Brown Shipley & Co
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Brown Shipley & Co’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Brown Shipley & Co’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
Q3 		$71.9K Buy
1,194
+579
+94% +$34.2K 0.03% 57
2026
Q2 		$35.6K Buy
+615
New +$34.5K 0.02% 62

Other funds holding DXJ

Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Rice Partnership
Rice Partnership Honolulu, Hawaii $864M AUM 33.29% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return

Brown Shipley & Co's DXJ Position: Q3 2026 in Review

Brown Shipley & Co increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 94% in Q3 2026, buying an estimated $34.2K and bringing the position to 1,194 shares worth $71.9K. The position accounts for 0.03% of the portfolio, ranked #57.

Brown Shipley & Co first reported a position in DXJ in Q2 2026 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

  • Brown Shipley & Co held 1,194 shares of WisdomTree Japan Hedged Equity Fund worth $71.9K as of Q3 2026.
  • Brown Shipley & Co bought 579 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $34.2K.
  • WisdomTree Japan Hedged Equity Fund made up 0.03% of Brown Shipley & Co's portfolio in Q3 2026, its #57 holding.
  • Brown Shipley & Co first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2026 and has held it in 2 quarters since.
  • 271 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Brown Shipley & Co's 13F filing for Q3 2026, filed 9 Oct 2026.