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Essential Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Essential Partners’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
Q3 		$1.17M Buy
19,479
+1,248
+7% +$73.8K 0.53% 24
2026
Q2 		$1.05M Buy
18,231
+4,149
+29% +$232K 0.49% 30
2026
Q1 		$744K Buy
14,082
+2,451
+21% +$129K 0.25% 101
2025
Q4 		$559K Buy
11,631
+651
+6% +$29.8K 0.17% 166
2025
Q3 		$469K Buy
10,980
+687
+7% +$28.1K 0.15% 181
2025
Q2 		$392K Buy
+10,293
New +$375K 0.16% 188

Other funds holding DXJ

AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
JC
JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return
IAG
Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return
XY Planning Network
XY Planning Network Bozeman, Montana $929M AUM 11.98% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
LWPC
Legacy Wealth Partners (Colorado) Lakewood, Colorado $462M AUM 13.15% 1-Year Est. Return

Essential Partners's DXJ Position: Q3 2026 in Review

Essential Partners increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 6.8% in Q3 2026, buying an estimated $73.8K and bringing the position to 19,479 shares worth $1.17M. The position accounts for 0.53% of the portfolio, ranked #24.

Essential Partners first reported a position in DXJ in Q2 2025 and has held it in 6 quarters since. 63 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

  • Essential Partners held 19,479 shares of WisdomTree Japan Hedged Equity Fund worth $1.17M as of Q3 2026.
  • Essential Partners bought 1,248 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $73.8K.
  • WisdomTree Japan Hedged Equity Fund made up 0.53% of Essential Partners's portfolio in Q3 2026, its #24 holding.
  • Essential Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2025 and has held it in 6 quarters since.
  • 63 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.