CoreCap Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

CoreCap Advisors’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 Q3	$128K	Sell	2,124 -519	-20%	-$30.7K	﹤0.01%	1020
2026 Q2	$153K	Sell	2,643 -330	-11%	-$18.5K	﹤0.01%	953
2026 Q1	$157K	Sell	2,973 -147	-5%	-$7.73K	0.01%	876
2025 Q4	$150K	Sell	3,120 -36	-1%	-$1.64K	0.01%	886
2025 Q3	$135K	Sell	3,156 -81,375	-96%	-$3.33M	﹤0.01%	935
2025 Q2	$3.22M	Buy	84,531 +4,221	+5%	+$154K	0.13%	150
2025 Q1	$2.95M	Buy	80,310 +7,671	+11%	+$281K	0.13%	156
2024 Q4	$2.67M	Buy	72,639 +8,124	+13%	+$296K	0.12%	165
2024 Q3	$2.28M	Buy	64,515 +11,748	+22%	+$416K	0.11%	198
2024 Q2	$1.98M	Buy	52,767 +3,564	+7%	+$129K	0.21%	106
2024 Q1	$1.78M	Buy	+49,203	New	+$1.64M	0.09%	209
2022 Q4	$7.69K	Buy	+357	New	+$7.84K	﹤0.01%	1627
2022 Q3	–	Sell	-351	Closed	-$7K	–	934
2022 Q2	$7K	Buy	+351	New	+$7.45K	﹤0.01%	1559
2022 Q1	–	Sell	-348	Closed	-$7K	–	941
2021 Q4	$7K	Buy	+348	New	+$7.29K	﹤0.01%	1651

Other funds holding DXJ

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

CoreCap Advisors's DXJ Position: Q3 2026 in Review

CoreCap Advisors reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 20% in Q3 2026, selling an estimated $30.7K and leaving 2,124 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

CoreCap Advisors first reported a position in DXJ in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.22M in Q2 2025. 97 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

CoreCap Advisors held 2,124 shares of WisdomTree Japan Hedged Equity Fund worth $128K as of Q3 2026.
CoreCap Advisors sold 519 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $30.7K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1020 holding.
CoreCap Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $3.22M in Q2 2025.
97 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.