Corient Private Wealth’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Corient Private Wealth’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	$4.19M	Sell	24,121 -245	-1%	-$41.2K	0.01%	977
2026 Q1	$3.86M	Sell	24,366 -28	-0.1%	-$4.42K	0.01%	948
2025 Q4	$3.52M	Buy	24,394 +277	+1%	+$38K	﹤0.01%	896
2025 Q3	$3.09M	Buy	24,117 +4,676	+24%	+$574K	﹤0.01%	888
2025 Q2	$2.22M	Buy	19,441 +647	+3%	+$70.7K	﹤0.01%	996
2025 Q1	$2.07M	Buy	18,794 +1,145	+6%	+$126K	﹤0.01%	970
2024 Q4	$1.95M	Sell	17,649 -772	-4%	-$84.5K	﹤0.01%	1017
2024 Q3	$1.95M	Buy	18,421 +1,026	+6%	+$109K	﹤0.01%	1109
2024 Q2	$1.96M	Buy	17,395 +492	+3%	+$53.4K	﹤0.01%	1027
2024 Q1	$1.83M	Sell	16,903 -59	-0.3%	-$5.88K	﹤0.01%	1059
2023 Q4	$1.49M	Sell	16,962 -353	-2%	-$31.2K	﹤0.01%	1133
2023 Q3	$1.53M	Buy	+17,315	New	+$1.48M	﹤0.01%	1023

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

APTFM

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 $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth's DXJ Position: Q2 2026 in Review

Corient Private Wealth reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 1% in Q2 2026, selling an estimated $41.2K and leaving 24,121 shares worth $4.19M. The position accounts for 0.01% of the portfolio, ranked #977.

Corient Private Wealth first reported a position in DXJ in Q3 2023 and has held it in 12 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Corient Private Wealth held 24,121 shares of WisdomTree Japan Hedged Equity Fund worth $4.19M as of Q2 2026.
Corient Private Wealth sold 245 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $41.2K.
WisdomTree Japan Hedged Equity Fund made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #977 holding.
Corient Private Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and has held it in 12 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.