Creative Planning’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.39M | Buy |
8,781
+530
| +6% | +$83.7K | ﹤0.01% | 2199 |
|
|
2025
Q4 | $1.19M | Buy |
8,251
+177
| +2% | +$24.3K | ﹤0.01% | 2152 |
|
|
2025
Q3 | $1.03M | Sell |
8,074
-75
| -0.9% | -$9.2K | ﹤0.01% | 2082 |
|
|
2025
Q2 | $931K | Sell |
8,149
-780
| -9% | -$85.2K | ﹤0.01% | 1923 |
|
|
2025
Q1 | $984K | Buy |
8,929
+259
| +3% | +$28.5K | ﹤0.01% | 1728 |
|
|
2024
Q4 | $956K | Buy |
8,670
+190
| +2% | +$20.8K | ﹤0.01% | 1678 |
|
|
2024
Q3 | $899K | Sell |
8,480
-5,338
| -39% | -$567K | ﹤0.01% | 1597 |
|
|
2024
Q2 | $1.56M | Sell |
13,818
-641
| -4% | -$69.6K | ﹤0.01% | 1127 |
|
|
2024
Q1 | $1.57M | Buy |
14,459
+7,177
| +99% | +$716K | ﹤0.01% | 1077 |
|
|
2023
Q4 | $641K | Buy |
7,282
+922
| +14% | +$81.5K | ﹤0.01% | 1521 |
|
|
2023
Q3 | $561K | Buy |
6,360
+2,078
| +49% | +$177K | ﹤0.01% | 1488 |
|
|
2023
Q2 | $356K | Sell |
4,282
-3,914
| -48% | -$298K | ﹤0.01% | 1775 |
|
|
2023
Q1 | $580K | Buy |
8,196
+3,787
| +86% | +$260K | ﹤0.01% | 1376 |
|
|
2022
Q4 | $283K | Buy |
4,409
+817
| +23% | +$53.8K | ﹤0.01% | 1758 |
|
|
2022
Q3 | $222K | Sell |
3,592
-303
| -8% | -$19.5K | ﹤0.01% | 1841 |
|
|
2022
Q2 | $243K | Buy |
3,895
+363
| +10% | +$23.1K | ﹤0.01% | 1756 |
|
|
2022
Q1 | $226K | Buy |
+3,532
| New | +$222K | ﹤0.01% | 1817 |
|
|
2021
Q4 | – | Sell |
-3,218
| Closed | -$203K | – | 2123 |
|
|
2021
Q3 | $203K | Sell |
3,218
-397
| -11% | -$24.5K | ﹤0.01% | 1857 |
|
|
2021
Q2 | $221K | Sell |
3,615
-615
| -15% | -$37.4K | ﹤0.01% | 1750 |
|
|
2021
Q1 | $259K | Buy |
4,230
+180
| +4% | +$10.5K | ﹤0.01% | 1893 |
|
|
2020
Q4 | $220K | Sell |
4,050
-138
| -3% | -$7.13K | ﹤0.01% | 1825 |
|
|
2020
Q3 | $205K | Buy |
+4,188
| New | +$201K | ﹤0.01% | 1668 |
|
|
2020
Q1 | – | Sell |
-5,503
| Closed | -$296K | – | 1920 |
|
|
2019
Q4 | $296K | Sell |
5,503
-1,752
| -24% | -$93.5K | ﹤0.01% | 1409 |
|
|
2019
Q3 | $366K | Buy |
7,255
+142
| +2% | +$6.87K | ﹤0.01% | 1244 |
|
|
2019
Q2 | $346K | Buy |
7,113
+21
| +0.3% | +$1.05K | ﹤0.01% | 1281 |
|
|
2019
Q1 | $359K | Sell |
7,092
-1,995
| -22% | -$99.4K | ﹤0.01% | 1231 |
|
|
2018
Q4 | $422K | Buy |
9,087
+1,305
| +17% | +$68.1K | ﹤0.01% | 1045 |
|
|
2018
Q3 | $451K | Sell |
7,782
-106
| -1% | -$5.82K | ﹤0.01% | 1136 |
|
|
2018
Q2 | $426K | Buy |
7,888
+288
| +4% | +$16.3K | ﹤0.01% | 1157 |
|
|
2018
Q1 | $426K | Sell |
7,600
-1,921
| -20% | -$112K | ﹤0.01% | 1160 |
|
|
2017
Q4 | $565K | Sell |
9,521
-29,455
| -76% | -$1.7M | ﹤0.01% | 1004 |
|
|
2017
Q3 | $2.13M | Buy |
38,976
+32,644
| +516% | +$1.71M | 0.01% | 437 |
|
|
2017
Q2 | $329K | Sell |
6,332
-5,714
| -47% | -$292K | ﹤0.01% | 1233 |
|
|
2017
Q1 | $610K | Sell |
12,046
-7,303
| -38% | -$372K | ﹤0.01% | 889 |
|
|
2016
Q4 | $959K | Buy |
19,349
+10,668
| +123% | +$501K | 0.01% | 640 |
|
|
2016
Q3 | $372K | Buy |
8,681
+4,764
| +122% | +$198K | ﹤0.01% | 1056 |
|
|
2016
Q2 | $152K | Sell |
3,917
-1,876
| -32% | -$79.1K | ﹤0.01% | 1411 |
|
|
2016
Q1 | $253K | Sell |
5,793
-122
| -2% | -$5.38K | ﹤0.01% | 1098 |
|
|
2015
Q4 | $296K | Sell |
5,915
-729
| -11% | -$38.8K | ﹤0.01% | 995 |
|
|
2015
Q3 | $323K | Sell |
6,644
-4,442
| -40% | -$240K | ﹤0.01% | 932 |
|
|
2015
Q2 | $634K | Buy |
11,086
+3,438
| +45% | +$199K | 0.01% | 600 |
|
|
2015
Q1 | $422K | Sell |
7,648
-103,263
| -93% | -$5.38M | ﹤0.01% | 811 |
|
|
2014
Q4 | $5.46M | Buy |
110,911
+46,187
| +71% | +$2.41M | 0.06% | 133 |
|
|
2014
Q3 | $3.39M | Buy |
64,724
+53,870
| +496% | +$2.71M | 0.04% | 167 |
|
|
2014
Q2 | $536K | Sell |
10,854
-11,490
| -51% | -$544K | 0.01% | 621 |
|
|
2014
Q1 | $1.06M | Buy |
22,344
+7,778
| +53% | +$370K | 0.02% | 353 |
|
|
2013
Q4 | $741K | Buy |
14,566
+1,034
| +8% | +$50.3K | 0.01% | 390 |
|
|
2013
Q3 | $649K | Buy |
13,532
+12,217
| +929% | +$573K | 0.01% | 365 |
|
|
2013
Q2 | $60K | Buy |
+1,315
| New | +$61.4K | ﹤0.01% | 1276 |
|
Other funds holding DXJ
Creative Planning's DXJ Position: Q1 2026 in Review
Creative Planning increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 6.4% in Q1 2026, buying an estimated $83.7K and bringing the position to 8,781 shares worth $1.39M. The position accounts for ﹤0.01% of the portfolio, ranked #2199.
Creative Planning first reported a position in DXJ in Q2 2013 and has held it in 49 quarters since. The position peaked at $5.46M in Q4 2014. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.
- Creative Planning held 8,781 shares of WisdomTree Japan Hedged Equity Fund worth $1.39M as of Q1 2026.
- Creative Planning bought 530 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $83.7K.
- WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2199 holding.
- Creative Planning first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 49 quarters since.
- Creative Planning's WisdomTree Japan Hedged Equity Fund position peaked at $5.46M in Q4 2014.
- 394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.