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

Capstone Investment Advisors’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	$344K	Buy	+1,983	New	+$333K	﹤0.01%	1394
2024 Q4	–	Sell	-1	Closed	-$106	–	1891
2024 Q3	$106	Hold	1	–	–	﹤0.01%	1882
2024 Q2	$113	Hold	1	–	–	﹤0.01%	2026
2024 Q1	$109	Sell	1 -61,955	-100%	-$6.18M	﹤0.01%	2300
2023 Q4	$5.45M	Sell	61,956 -163,071	-72%	-$14.4M	0.02%	505
2023 Q3	$19.9M	Buy	+225,027	New	+$19.2M	0.09%	150
2021 Q2	–	Sell	-99,478	Closed	-$6.1M	–	1753
2021 Q1	$6.1M	Buy	+99,478	New	+$5.8M	0.02%	594
2017 Q3	–	Sell	-215,154	Closed	-$11.2M	–	589
2017 Q2	$11.2M	Buy	215,154 +52,935	+33%	+$2.71M	0.3%	74
2017 Q1	$8.21M	Sell	162,219 -80	-0%	-$4.08K	0.21%	87
2016 Q4	$8.04M	Buy	162,299 +4,593	+3%	+$216K	0.25%	78
2016 Q3	$6.77M	Sell	157,706 -734,503	-82%	-$30.5M	0.15%	108
2016 Q2	$34.6M	Buy	+892,209	New	+$37.6M	0.66%	31

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

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

Capstone Investment Advisors opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 1,983 shares worth $344K. The stake represents ﹤0.01% of the portfolio and ranks #1394 among its holdings. This is a return to the name: Capstone Investment Advisors previously reported a position in DXJ as recently as Q3 2024.

Capstone Investment Advisors first reported a position in DXJ in Q2 2016 and has held it in 12 quarters since. The position peaked at $34.6M in Q2 2016. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Capstone Investment Advisors held 1,983 shares of WisdomTree Japan Hedged Equity Fund worth $344K as of Q2 2026.
WisdomTree Japan Hedged Equity Fund was a new Capstone Investment Advisors position in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Capstone Investment Advisors's portfolio in Q2 2026, its #1394 holding.
Capstone Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2016 and has held it in 12 quarters since.
Capstone Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $34.6M in Q2 2016.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Capstone Investment Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.