Capstone Wealth Management Group (Oregon)’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Capstone Wealth Management Group (Oregon)’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	$1.27M	Buy	7,299 +390	+6%	+$65.5K	0.76%	38
2026 Q1	$1.1M	Buy	6,909 +75	+1%	+$11.8K	0.67%	39
2025 Q4	$985K	Hold	6,834	–	–	0.6%	41
2025 Q3	$875K	Sell	6,834 -50	-0.7%	-$6.14K	0.56%	44
2025 Q2	$787K	Sell	6,884 -631	-8%	-$69K	0.57%	45
2025 Q1	$828K	Sell	7,515 -825	-10%	-$90.7K	0.66%	40
2024 Q4	$920K	Buy	+8,340	New	+$913K	0.7%	40

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

Capstone Wealth Management Group (Oregon)'s DXJ Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 5.6% in Q2 2026, buying an estimated $65.5K and bringing the position to 7,299 shares worth $1.27M. The position accounts for 0.76% of the portfolio, ranked #38.

Capstone Wealth Management Group (Oregon) first reported a position in DXJ in Q4 2024 and has held it in 7 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Capstone Wealth Management Group (Oregon) held 7,299 shares of WisdomTree Japan Hedged Equity Fund worth $1.27M as of Q2 2026.
Capstone Wealth Management Group (Oregon) bought 390 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $65.5K.
WisdomTree Japan Hedged Equity Fund made up 0.76% of Capstone Wealth Management Group (Oregon)'s portfolio in Q2 2026, its #38 holding.
Capstone Wealth Management Group (Oregon) first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.