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CFO Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

CFO Capital Management’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
Q1 		$862K Hold
5,435
– – 0.71% 41
2025
Q4 		$784K Buy
+5,435
New +$745K 0.59% 48

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFO Capital Management's DXJ Position: Q1 2026 in Review

CFO Capital Management held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q1 2026 at 5,435 shares worth $862K. The position accounts for 0.71% of the portfolio, ranked #41.

CFO Capital Management first reported a position in DXJ in Q4 2025 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

  • CFO Capital Management held 5,435 shares of WisdomTree Japan Hedged Equity Fund worth $862K as of Q1 2026.
  • CFO Capital Management left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q1 2026.
  • WisdomTree Japan Hedged Equity Fund made up 0.71% of CFO Capital Management's portfolio in Q1 2026, its #41 holding.
  • CFO Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2025 and has held it in 2 quarters since.
  • 394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on CFO Capital Management's 13F filing for Q1 2026, filed 4 May 2026.