Cary Street Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Cary Street Partners’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	$548K	Sell	3,158 -311	-9%	-$52.3K	0.01%	637
2026 Q1	$550K	Sell	3,469 -120	-3%	-$18.9K	0.01%	567
2025 Q4	$517K	Hold	3,589	–	–	0.01%	593
2025 Q3	$460K	Hold	3,589	–	–	0.01%	587
2025 Q2	$410K	Hold	3,589	–	–	0.01%	604
2025 Q1	$395K	Buy	3,589 +75	+2%	+$8.25K	0.01%	589
2024 Q4	$388K	Buy	+3,514	New	+$385K	0.01%	558

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

Cary Street Partners's DXJ Position: Q2 2026 in Review

Cary Street Partners reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 9% in Q2 2026, selling an estimated $52.3K and leaving 3,158 shares worth $548K. The position accounts for 0.01% of the portfolio, ranked #637.

Cary Street Partners first reported a position in DXJ in Q4 2024 and has held it in 7 quarters since. The position peaked at $550K in Q1 2026. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Cary Street Partners held 3,158 shares of WisdomTree Japan Hedged Equity Fund worth $548K as of Q2 2026.
Cary Street Partners sold 311 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $52.3K.
WisdomTree Japan Hedged Equity Fund made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #637 holding.
Cary Street Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
Cary Street Partners's WisdomTree Japan Hedged Equity Fund position peaked at $550K in Q1 2026.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.