CAPTRUST Financial 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 | $656K | Buy |
3,782
+38
| +1% | +$6.39K | ﹤0.01% | 1996 |
|
|
2026
Q1 | $594K | Buy |
3,744
+270
| +8% | +$42.6K | ﹤0.01% | 1919 |
|
|
2025
Q4 | $501K | Sell |
3,474
-353
| -9% | -$48.4K | ﹤0.01% | 1901 |
|
|
2025
Q3 | $490K | Buy |
3,827
+115
| +3% | +$14.1K | ﹤0.01% | 1831 |
|
|
2025
Q2 | $424K | Buy |
3,712
+129
| +4% | +$14.1K | ﹤0.01% | 1836 |
|
|
2025
Q1 | $395K | Buy |
3,583
+120
| +3% | +$13.2K | ﹤0.01% | 1784 |
|
|
2024
Q4 | $382K | Buy |
+3,463
| New | +$379K | ﹤0.01% | 1762 |
|
|
2022
Q3 | – | Sell |
-432
| Closed | -$27K | – | 2599 |
|
|
2022
Q2 | $27K | Sell |
432
-19
| -4% | -$1.21K | ﹤0.01% | 3190 |
|
|
2022
Q1 | $29K | Buy |
451
+19
| +4% | +$1.19K | ﹤0.01% | 3171 |
|
|
2021
Q4 | $27K | Buy |
432
+21
| +5% | +$1.32K | ﹤0.01% | 3091 |
|
|
2021
Q3 | $26K | Hold |
411
| – | – | ﹤0.01% | 2989 |
|
|
2021
Q2 | $25K | Hold |
411
| – | – | ﹤0.01% | 2955 |
|
|
2021
Q1 | $25K | Sell |
411
-21
| -5% | -$1.23K | ﹤0.01% | 2858 |
|
|
2020
Q4 | $24K | Sell |
432
-137
| -24% | -$7.08K | ﹤0.01% | 2164 |
|
|
2020
Q3 | $28K | Sell |
569
-2
| -0.4% | -$96 | ﹤0.01% | 1835 |
|
|
2020
Q2 | $27K | Buy |
+571
| New | +$26K | ﹤0.01% | 1827 |
|
|
2019
Q4 | – | Sell |
-321
| Closed | -$16K | – | 1215 |
|
|
2019
Q3 | $16K | Hold |
321
| – | – | ﹤0.01% | 1366 |
|
|
2019
Q2 | $16K | Buy |
321
+21
| +7% | +$1.05K | ﹤0.01% | 1347 |
|
|
2019
Q1 | $15K | Hold |
300
| – | – | ﹤0.01% | 1266 |
|
|
2018
Q4 | $14K | Hold |
300
| – | – | ﹤0.01% | 1128 |
|
|
2018
Q3 | $17K | Sell |
300
-8
| -3% | -$439 | ﹤0.01% | 1061 |
|
|
2018
Q2 | $17K | Buy |
308
+8
| +3% | +$453 | ﹤0.01% | 1000 |
|
|
2018
Q1 | $16K | Buy |
+300
| New | +$17.5K | ﹤0.01% | 895 |
|
|
2017
Q4 | – | Sell |
-300
| Closed | -$17K | – | 1252 |
|
|
2017
Q3 | $17K | Buy |
300
+273
| +1,011% | +$14.3K | ﹤0.01% | 384 |
|
|
2017
Q2 | $1K | Buy |
+27
| New | +$1.38K | ﹤0.01% | 263 |
|
|
2016
Q2 | – | Sell |
-606
| Closed | -$26K | – | 98 |
|
|
2016
Q1 | $26K | Hold |
606
| – | – | ﹤0.01% | 137 |
|
|
2015
Q4 | $30K | Sell |
606
-5,112
| -89% | -$272K | ﹤0.01% | 141 |
|
|
2015
Q3 | $278K | Sell |
5,718
-90
| -2% | -$4.87K | 0.04% | 48 |
|
|
2015
Q2 | $332K | Buy |
5,808
+1,215
| +26% | +$70.5K | 0.05% | 41 |
|
|
2015
Q1 | $253K | Sell |
4,593
-513
| -10% | -$26.7K | 0.05% | 47 |
|
|
2014
Q4 | $251K | Sell |
5,106
-292
| -5% | -$15.2K | 0.05% | 51 |
|
|
2014
Q3 | $282K | Hold |
5,398
| – | – | 0.08% | 37 |
|
|
2014
Q2 | $266K | Sell |
5,398
-12,556
| -70% | -$595K | 0.06% | 47 |
|
|
2014
Q1 | $866K | Sell |
17,954
-1,269
| -7% | -$60.4K | 0.18% | 36 |
|
|
2013
Q4 | $977K | Sell |
19,223
-135,231
| -88% | -$6.57M | 0.17% | 29 |
|
|
2013
Q3 | $7.4M | Buy |
154,454
+8,602
| +6% | +$404K | 1.95% | 7 |
|
|
2013
Q2 | $6.65M | Buy |
+145,852
| New | +$6.81M | 2.05% | 9 |
|
Other funds holding DXJ
APTFM
CAPTRUST Financial Advisors's DXJ Position: Q2 2026 in Review
CAPTRUST Financial Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 1% in Q2 2026, buying an estimated $6.39K and bringing the position to 3,782 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #1996.
CAPTRUST Financial Advisors first reported a position in DXJ in Q2 2013 and has held it in 37 quarters since. The position peaked at $7.4M in Q3 2013. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.
- CAPTRUST Financial Advisors held 3,782 shares of WisdomTree Japan Hedged Equity Fund worth $656K as of Q2 2026.
- CAPTRUST Financial Advisors bought 38 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $6.39K.
- WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1996 holding.
- CAPTRUST Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 37 quarters since.
- CAPTRUST Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $7.4M in Q3 2013.
- 421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.
Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.