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

Fidelis Capital 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	$2.32M	Buy	13,361 +3,566	+36%	+$599K	0.13%	124
2026 Q1	$1.55M	Buy	9,795 +2,623	+37%	+$414K	0.11%	159
2025 Q4	$1.03M	Hold	7,172	–	–	0.08%	194
2025 Q3	$918K	Buy	7,172 +195	+3%	+$23.9K	0.07%	213
2025 Q2	$842K	Hold	6,977	–	–	0.08%	192
2025 Q1	$753K	Hold	6,977	–	–	0.08%	190
2024 Q4	$759K	Hold	6,977	–	–	0.08%	197
2024 Q3	$738K	Hold	6,977	–	–	0.09%	193
2024 Q2	$666K	Buy	6,977 +222	+3%	+$24.1K	0.09%	177
2024 Q1	$733K	Hold	6,755	–	–	0.11%	170
2023 Q4	$594K	Hold	6,755	–	–	0.13%	152
2023 Q3	$596K	Hold	6,755	–	–	0.2%	113
2023 Q2	$562K	Hold	6,755	–	–	0.21%	114
2023 Q1	$495K	Buy	+6,755	New	+$463K	0.21%	118

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

Fidelis Capital Partners's DXJ Position: Q2 2026 in Review

Fidelis Capital Partners increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 36% in Q2 2026, buying an estimated $599K and bringing the position to 13,361 shares worth $2.32M. The position accounts for 0.13% of the portfolio, ranked #124.

Fidelis Capital Partners first reported a position in DXJ in Q1 2023 and has held it in 14 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Fidelis Capital Partners held 13,361 shares of WisdomTree Japan Hedged Equity Fund worth $2.32M as of Q2 2026.
Fidelis Capital Partners bought 3,566 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $599K.
WisdomTree Japan Hedged Equity Fund made up 0.13% of Fidelis Capital Partners's portfolio in Q2 2026, its #124 holding.
Fidelis Capital Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2023 and has held it in 14 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.