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

Cerity 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	$2.49M	Buy	43,029 +3,567	+9%	+$200K	﹤0.01%	1470
2026 Q1	$2.09M	Sell	39,462 -105	-0.3%	-$5.52K	﹤0.01%	1464
2025 Q4	$1.9M	Buy	39,567 +1,095	+3%	+$50K	﹤0.01%	1393
2025 Q3	$1.64M	Buy	38,472 +408	+1%	+$16.7K	﹤0.01%	1379
2025 Q2	$1.45M	Buy	38,064 +108	+0.3%	+$3.93K	﹤0.01%	1354
2025 Q1	$1.39M	Buy	37,956 +1,584	+4%	+$58.1K	﹤0.01%	1282
2024 Q4	$1.34M	Buy	36,372 +2,259	+7%	+$82.4K	﹤0.01%	1285
2024 Q3	$1.21M	Buy	34,113 +1,827	+6%	+$64.7K	﹤0.01%	1315
2024 Q2	$1.21M	Buy	32,286 +2,253	+8%	+$81.6K	﹤0.01%	1139
2024 Q1	$1.09M	Buy	30,033 +5,538	+23%	+$184K	﹤0.01%	1236
2023 Q4	$718K	Buy	+24,495	New	+$722K	﹤0.01%	1117
2021 Q2	–	Sell	-10,524	Closed	-$215K	–	713
2021 Q1	$215K	Buy	+10,524	New	+$205K	0.01%	641
2020 Q4	–	Sell	-14,148	Closed	-$231K	–	644
2020 Q3	$231K	Hold	14,148	–	–	0.01%	442
2020 Q2	$221K	Sell	14,148 -3,945	-22%	-$59.8K	0.01%	404
2020 Q1	$255K	Sell	18,093 -9,615	-35%	-$157K	0.02%	373
2019 Q4	$497K	Buy	27,708 +10,809	+64%	+$192K	0.03%	341
2019 Q3	$284K	Sell	16,899 -13,044	-44%	-$210K	0.02%	404
2019 Q2	$486K	Sell	29,943 -27,810	-48%	-$462K	0.03%	324
2019 Q1	$974K	Buy	57,753 +612	+1%	+$10.2K	0.07%	244
2018 Q4	$884K	Sell	57,141 -5,907	-9%	-$103K	0.06%	243
2018 Q3	$1.22M	Buy	63,048 +21,855	+53%	+$400K	0.08%	223
2018 Q2	$741K	Buy	41,193 +69	+0.2%	+$1.3K	0.05%	273
2018 Q1	$768K	Sell	41,124 -41,595	-50%	-$807K	0.06%	265
2017 Q4	$1.64M	Buy	82,719 +2,058	+3%	+$39.6K	0.11%	180
2017 Q3	$1.47M	Buy	80,661 +3,483	+5%	+$60.9K	0.1%	190
2017 Q2	$1.34M	Sell	77,178 -73,200	-49%	-$1.25M	0.11%	147
2017 Q1	$2.54M	Buy	+150,378	New	+$2.55M	0.21%	96

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

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 $59.5B AUM 15.92% 1-Year Est. Return

Cerity Partners's DXJ Position: Q2 2026 in Review

Cerity Partners increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 9% in Q2 2026, buying an estimated $200K and bringing the position to 43,029 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #1470.

Cerity Partners first reported a position in DXJ in Q1 2017 and has held it in 27 quarters since. The position peaked at $2.54M in Q1 2017. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Cerity Partners held 43,029 shares of WisdomTree Japan Hedged Equity Fund worth $2.49M as of Q2 2026.
Cerity Partners bought 3,567 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $200K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1470 holding.
Cerity Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2017 and has held it in 27 quarters since.
Cerity Partners's WisdomTree Japan Hedged Equity Fund position peaked at $2.54M in Q1 2017.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.