Destination Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Destination Wealth 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 Q2	$507K	Sell	2,923 -187	-6%	-$31.4K	0.01%	214
2026 Q1	$493K	Buy	+3,110	New	+$491K	0.01%	206
2018 Q3	–	Sell	-78	Closed	-$4K	–	697
2018 Q2	$4K	Buy	78 +58	+290%	+$3.28K	﹤0.01%	449
2018 Q1	$1K	Buy	+20	New	+$1.16K	﹤0.01%	530
2016 Q3	–	Sell	-8,511	Closed	-$330K	–	163
2016 Q2	$330K	Buy	+8,511	New	+$359K	0.03%	114

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Destination Wealth Management's DXJ Position: Q2 2026 in Review

Destination Wealth Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 6% in Q2 2026, selling an estimated $31.4K and leaving 2,923 shares worth $507K. The position accounts for 0.01% of the portfolio, ranked #214.

Destination Wealth Management first reported a position in DXJ in Q2 2016 and has held it in 5 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Destination Wealth Management held 2,923 shares of WisdomTree Japan Hedged Equity Fund worth $507K as of Q2 2026.
Destination Wealth Management sold 187 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $31.4K.
WisdomTree Japan Hedged Equity Fund made up 0.01% of Destination Wealth Management's portfolio in Q2 2026, its #214 holding.
Destination Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2016 and has held it in 5 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Destination Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.