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

Donaldson 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 Q2	$399K	Buy	+2,300	New	+$387K	0.01%	237

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

Donaldson Capital Management's DXJ Position: Q2 2026 in Review

Donaldson Capital Management opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 2,300 shares worth $399K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings.

419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Donaldson Capital Management held 2,300 shares of WisdomTree Japan Hedged Equity Fund worth $399K as of Q2 2026.
WisdomTree Japan Hedged Equity Fund was a new Donaldson Capital Management position in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.01% of Donaldson Capital Management's portfolio in Q2 2026, its #237 holding.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Donaldson Capital Management's 13F filing for Q2 2026, filed 5 Aug 2026.