CAL
DXJ icon

Capital Analysts LLC’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Capital Analysts 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 		$12K Hold
70
– – ﹤0.01% 1253
2026
Q1 		$11K Buy
+70
New +$11K ﹤0.01% 1238
2023
Q4 		– Sell
-85
Closed -$8K – 1120
2023
Q3 		$8K Buy
+85
New +$7.25K ﹤0.01% 906

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Schroder Investment Management Group
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Capital Analysts LLC's DXJ Position: Q2 2026 in Review

Capital Analysts LLC held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 70 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1253.

Capital Analysts LLC first reported a position in DXJ in Q3 2023 and has held it in 3 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • Capital Analysts LLC held 70 shares of WisdomTree Japan Hedged Equity Fund worth $12K as of Q2 2026.
  • Capital Analysts LLC left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
  • WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1253 holding.
  • Capital Analysts LLC first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and has held it in 3 quarters since.
  • 421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.