Capital Investment Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$239K Buy
1,380
+14
+1% +$2.35K ﹤0.01% 707
2026
Q1
$217K Buy
+1,366
New +$216K ﹤0.01% 695
2025
Q1
Sell
-1,948
Closed -$215K 686
2024
Q4
$215K Buy
1,948
+9
+0.5% +$985 ﹤0.01% 601
2024
Q3
$206K Sell
1,939
-93
-5% -$9.88K ﹤0.01% 616
2024
Q2
$229K Buy
+2,032
New +$221K 0.01% 555
2021
Q2
Sell
-3,367
Closed -$207K 573
2021
Q1
$207K Buy
+3,367
New +$196K 0.01% 509
2020
Q1
Sell
-26,912
Closed -$1.45M 481
2019
Q4
$1.45M Sell
26,912
-5,981
-18% -$319K 0.07% 183
2019
Q3
$1.66M Sell
32,893
-3,639
-10% -$176K 0.09% 162
2019
Q2
$1.78M Sell
36,532
-1,390
-4% -$69.3K 0.1% 160
2019
Q1
$1.92M Sell
37,922
-505
-1% -$25.2K 0.11% 151
2018
Q4
$1.78M Sell
38,427
-924
-2% -$48.2K 0.12% 142
2018
Q3
$2.28M Sell
39,351
-1,965
-5% -$108K 0.13% 128
2018
Q2
$2.23M Sell
41,316
-1,637
-4% -$92.6K 0.14% 124
2018
Q1
$2.41M Sell
42,953
-3,203
-7% -$186K 0.16% 124
2017
Q4
$2.74M Sell
46,156
-1,737
-4% -$100K 0.18% 116
2017
Q3
$2.62M Sell
47,893
-2,542
-5% -$133K 0.18% 119
2017
Q2
$2.62M Sell
50,435
-1,711
-3% -$87.5K 0.19% 116
2017
Q1
$2.64M Sell
52,146
-8,308
-14% -$423K 0.2% 112
2016
Q4
$3M Sell
60,454
-18,101
-23% -$850K 0.25% 91
2016
Q3
$3.37M Sell
78,555
-13,881
-15% -$577K 0.3% 77
2016
Q2
$3.58M Sell
92,436
-34,870
-27% -$1.47M 0.34% 65
2016
Q1
$5.57M Sell
127,306
-22,231
-15% -$981K 0.55% 43
2015
Q4
$7.49M Buy
149,537
+13,861
+10% +$738K 0.77% 32
2015
Q3
$6.6M Buy
135,676
+33,503
+33% +$1.81M 0.74% 32
2015
Q2
$5.84M Buy
102,173
+26,294
+35% +$1.52M 0.63% 39
2015
Q1
$4.18M Buy
75,879
+1,837
+2% +$95.7K 0.44% 52
2014
Q4
$3.65M Buy
74,042
+11,761
+19% +$614K 0.4% 66
2014
Q3
$3.26M Buy
62,281
+6,000
+11% +$302K 0.37% 69
2014
Q2
$2.78M Sell
56,281
-1,166
-2% -$55.2K 0.32% 78
2014
Q1
$2.72M Buy
57,447
+373
+0.7% +$17.8K 0.34% 76
2013
Q4
$2.9M Buy
+57,074
New +$2.77M 0.38% 70

Other funds holding DXJ

Capital Investment Advisors's DXJ Position: Q2 2026 in Review

Capital Investment Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 1% in Q2 2026, buying an estimated $2.35K and bringing the position to 1,380 shares worth $239K. The position accounts for ﹤0.01% of the portfolio, ranked #707.

Capital Investment Advisors first reported a position in DXJ in Q4 2013 and has held it in 31 quarters since. The position peaked at $7.49M in Q4 2015. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • Capital Investment Advisors held 1,380 shares of WisdomTree Japan Hedged Equity Fund worth $239K as of Q2 2026.
  • Capital Investment Advisors bought 14 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $2.35K.
  • WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #707 holding.
  • Capital Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2013 and has held it in 31 quarters since.
  • Capital Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $7.49M in Q4 2015.
  • 419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.