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

Capital Management’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	$351K	Hold	2,025	–	–	0.05%	54
2026 Q1	$321K	Sell	2,025 -225	-10%	-$35.5K	0.05%	54
2025 Q4	$324K	Hold	2,250	–	–	0.05%	56
2025 Q3	$288K	Hold	2,250	–	–	0.05%	62
2025 Q2	$257K	Hold	2,250	–	–	0.04%	65
2025 Q1	$248K	Hold	2,250	–	–	0.04%	68
2024 Q4	$248K	Hold	2,250	–	–	0.04%	69
2024 Q3	$239K	Hold	2,250	–	–	0.04%	71
2024 Q2	$254K	Hold	2,250	–	–	0.05%	64
2024 Q1	$244K	Buy	+2,250	New	+$224K	0.05%	71

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Capital Management's DXJ Position: Q2 2026 in Review

Capital Management held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 2,025 shares worth $351K. The position accounts for 0.05% of the portfolio, ranked #54.

Capital Management first reported a position in DXJ in Q1 2024 and has held it in 10 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Capital Management held 2,025 shares of WisdomTree Japan Hedged Equity Fund worth $351K as of Q2 2026.
Capital Management left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.05% of Capital Management's portfolio in Q2 2026, its #54 holding.
Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and has held it in 10 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.