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

Capital Investment Advisory Services’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	$10.2K	Sell	59 -3	-5%	-$504	﹤0.01%	1153
2026 Q1	$9.83K	Buy	+62	New	+$9.79K	﹤0.01%	1062
2020 Q3	–	Sell	-19	Closed	-$1K	–	635
2020 Q2	$1K	Hold	19	–	–	﹤0.01%	553
2020 Q1	$1K	Buy	+19	New	+$934	﹤0.01%	545
2019 Q4	–	Sell	-19	Closed	-$1K	–	741
2019 Q3	$1K	Sell	19 -50	-72%	-$2.42K	﹤0.01%	1312
2019 Q2	$3K	Sell	69 -611	-90%	-$30.5K	﹤0.01%	1216
2019 Q1	$34K	Sell	680 -256	-27%	-$12.8K	0.01%	557
2018 Q4	$43K	Buy	+936	New	+$48.8K	0.02%	483
2018 Q2	–	Sell	-5,327	Closed	-$298K	–	216
2018 Q1	$298K	Sell	5,327 -4,065	-43%	-$237K	0.17%	146
2017 Q4	$557K	Sell	9,392 -41,242	-81%	-$2.38M	0.33%	73
2017 Q3	$2.77M	Buy	50,634 +4,629	+10%	+$243K	1.7%	10
2017 Q2	$2.39M	Buy	46,005 +2,774	+6%	+$142K	1.58%	10
2017 Q1	$2.19M	Sell	43,231 -1,223	-3%	-$62.3K	1.6%	13
2016 Q4	$2.2M	Buy	+44,454	New	+$2.09M	1.91%	12

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

Capital Investment Advisory Services's DXJ Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 4.8% in Q2 2026, selling an estimated $504 and leaving 59 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Capital Investment Advisory Services first reported a position in DXJ in Q4 2016 and has held it in 14 quarters since. The position peaked at $2.77M in Q3 2017. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Capital Investment Advisory Services held 59 shares of WisdomTree Japan Hedged Equity Fund worth $10.2K as of Q2 2026.
Capital Investment Advisory Services sold 3 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $504.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1153 holding.
Capital Investment Advisory Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and has held it in 14 quarters since.
Capital Investment Advisory Services's WisdomTree Japan Hedged Equity Fund position peaked at $2.77M in Q3 2017.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.