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

Focus Partners Wealth’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 Q1	$3.65M	Sell	23,018 -4,205	-15%	-$664K	﹤0.01%	1051
2025 Q4	$3.89M	Buy	27,223 +12,814	+89%	+$1.76M	﹤0.01%	1044
2025 Q3	$1.84M	Buy	14,409 +10,353	+255%	+$1.27M	﹤0.01%	1046
2025 Q2	$463K	Buy	4,056 +6	+0.1%	+$656	﹤0.01%	1477
2025 Q1	$446K	Sell	4,050 -316	-7%	-$34.8K	﹤0.01%	1395
2024 Q4	$482K	Buy	4,366 +1,468	+51%	+$161K	﹤0.01%	1350
2024 Q3	$307K	Buy	+2,898	New	+$308K	﹤0.01%	1316

Other funds holding DXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Focus Partners Wealth's DXJ Position: Q1 2026 in Review

Focus Partners Wealth reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 15% in Q1 2026, selling an estimated $664K and leaving 23,018 shares worth $3.65M. The position accounts for ﹤0.01% of the portfolio, ranked #1051.

Focus Partners Wealth first reported a position in DXJ in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.89M in Q4 2025. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Focus Partners Wealth held 23,018 shares of WisdomTree Japan Hedged Equity Fund worth $3.65M as of Q1 2026.
Focus Partners Wealth sold 4,205 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $664K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1051 holding.
Focus Partners Wealth first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2024 and has held it in 7 quarters since.
Focus Partners Wealth's WisdomTree Japan Hedged Equity Fund position peaked at $3.89M in Q4 2025.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.