First National Trust’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

First National Trust’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	–	Sell	-2,927	Closed	-$464K	–	401
2026 Q1	$464K	Sell	2,927 -38	-1%	-$6K	0.02%	310
2025 Q4	$427K	Buy	2,965 +38	+1%	+$5.21K	0.01%	310
2025 Q3	$375K	Hold	2,927	–	–	0.01%	317
2025 Q2	$334K	Hold	2,927	–	–	0.01%	324
2025 Q1	$322K	Hold	2,927	–	–	0.01%	315
2024 Q4	$323K	Hold	2,927	–	–	0.01%	336
2024 Q3	$310K	Sell	2,927 -600	-17%	-$63.7K	0.01%	338
2024 Q2	$398K	Buy	3,527 +600	+20%	+$65.2K	0.02%	303
2024 Q1	$318K	Hold	2,927	–	–	0.01%	327
2023 Q4	$258K	Hold	2,927	–	–	0.01%	337
2023 Q3	$258K	Hold	2,927	–	–	0.01%	333
2023 Q2	$244K	Hold	2,927	–	–	0.01%	338
2023 Q1	$207K	Buy	+2,927	New	+$201K	0.01%	350
2019 Q2	–	Sell	-6,809	Closed	-$345K	–	327
2019 Q1	$345K	Sell	6,809 -589	-8%	-$29.3K	0.03%	249
2018 Q4	$343K	Hold	7,398	–	–	0.04%	243
2018 Q3	$429K	Sell	7,398 -547	-7%	-$30K	0.04%	238
2018 Q2	$429K	Buy	7,945 +1,136	+17%	+$64.3K	0.05%	239
2018 Q1	$381K	Hold	6,809	–	–	0.04%	246
2017 Q4	$404K	Buy	+6,809	New	+$393K	0.04%	255
2016 Q3	–	Sell	-10,077	Closed	-$391K	–	283
2016 Q2	$391K	Sell	10,077 -27,034	-73%	-$1.14M	0.06%	214
2016 Q1	$1.62M	Sell	37,111 -5,579	-13%	-$246K	0.25%	114
2015 Q4	$2.14M	Buy	42,690 +6,528	+18%	+$347K	0.34%	89
2015 Q3	$1.76M	Buy	36,162 +8,408	+30%	+$455K	0.3%	97
2015 Q2	$1.59M	Buy	+27,754	New	+$1.61M	0.26%	115

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

First National Trust's DXJ Position: Q2 2026 in Review

First National Trust sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026, closing a stake of 2,927 shares — an estimated $464K sold.

First National Trust first reported a position in DXJ in Q2 2015 and held it in 24 quarters. The position peaked at $2.14M in Q4 2015. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

First National Trust reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2026 after selling out during the quarter.
First National Trust sold 2,927 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $464K.
First National Trust first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2015 and held it in 24 quarters.
First National Trust's WisdomTree Japan Hedged Equity Fund position peaked at $2.14M in Q4 2015.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on First National Trust's 13F filing for Q2 2026, filed 30 Jul 2026.