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

Edgemoor Investment 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 Q2	$2.02M	Buy	+11,655	New	+$1.96M	0.14%	84
2016 Q3	–	Sell	-98,788	Closed	-$3.84M	–	121
2016 Q2	$3.84M	Sell	98,788 -15,973	-14%	-$674K	0.61%	57
2016 Q1	$5.02M	Sell	114,761 -5,890	-5%	-$260K	0.78%	47
2015 Q4	$6.04M	Buy	120,651 +10,130	+9%	+$539K	0.91%	39
2015 Q3	$5.38M	Buy	110,521 +13,471	+14%	+$728K	0.82%	40
2015 Q2	$5.55M	Buy	97,050 +19,244	+25%	+$1.12M	0.81%	42
2015 Q1	$4.29M	Buy	77,806 +10,180	+15%	+$530K	0.61%	55
2014 Q4	$3.33M	Buy	67,626 +6,016	+10%	+$314K	0.49%	58
2014 Q3	$3.22M	Buy	61,610 +1,535	+3%	+$77.3K	0.47%	64
2014 Q2	$2.96M	Sell	60,075 -2,035	-3%	-$96.4K	0.44%	66
2014 Q1	$2.94M	Buy	62,110 +2,600	+4%	+$124K	0.46%	63
2013 Q4	$3.02M	Buy	59,510 +4,680	+9%	+$227K	0.48%	63
2013 Q3	$2.63M	Buy	54,830 +18,525	+51%	+$869K	0.46%	61
2013 Q2	$1.66M	Buy	+36,305	New	+$1.7M	0.29%	76

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

Edgemoor Investment Advisors's DXJ Position: Q2 2026 in Review

Edgemoor Investment Advisors opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 11,655 shares worth $2.02M. The stake represents 0.14% of the portfolio and ranks #84 among its holdings. This is a return to the name: Edgemoor Investment Advisors previously reported a position in DXJ as recently as Q2 2016.

Edgemoor Investment Advisors first reported a position in DXJ in Q2 2013 and has held it in 14 quarters since. The position peaked at $6.04M in Q4 2015. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Edgemoor Investment Advisors held 11,655 shares of WisdomTree Japan Hedged Equity Fund worth $2.02M as of Q2 2026.
WisdomTree Japan Hedged Equity Fund was a new Edgemoor Investment Advisors position in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.14% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #84 holding.
Edgemoor Investment Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 14 quarters since.
Edgemoor Investment Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $6.04M in Q4 2015.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.