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 Q2	$1.05M	Buy	6,077 +1,383	+29%	+$232K	0.49%	30
2026 Q1	$744K	Buy	4,694 +817	+21%	+$129K	0.25%	101
2025 Q4	$559K	Buy	3,877 +217	+6%	+$29.8K	0.17%	166
2025 Q3	$469K	Buy	3,660 +229	+7%	+$28.1K	0.15%	181
2025 Q2	$392K	Buy	+3,431	New	+$375K	0.16%	188

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

Essential Partners's DXJ Position: Q2 2026 in Review

Essential Partners increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 29% in Q2 2026, buying an estimated $232K and bringing the position to 6,077 shares worth $1.05M. The position accounts for 0.49% of the portfolio, ranked #30.

Essential Partners first reported a position in DXJ in Q2 2025 and has held it in 5 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Essential Partners held 6,077 shares of WisdomTree Japan Hedged Equity Fund worth $1.05M as of Q2 2026.
Essential Partners bought 1,383 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $232K.
WisdomTree Japan Hedged Equity Fund made up 0.49% of Essential Partners's portfolio in Q2 2026, its #30 holding.
Essential Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2025 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 Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.