GRP
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Global Retirement Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Global Retirement 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 		$226K Buy
+1,303
New +$219K ﹤0.01% 1518
2025
Q4 		$37.5K Buy
260
+28
+12% +$3.84K ﹤0.01% 2521
2025
Q3 		$29.7K Hold
232
– – ﹤0.01% 2194
2025
Q2 		$26.5K Buy
+232
New +$25.4K ﹤0.01% 2135
2024
Q4 		$25.5K Buy
231
+76
+49% +$8.32K ﹤0.01% 1959
2024
Q3 		$16.5K Sell
155
-522
-77% -$55.4K ﹤0.01% 2085
2024
Q2 		$76.4K Sell
677
-285
-30% -$31K ﹤0.01% 1325
2024
Q1 		$104K Sell
962
-181
-16% -$18K ﹤0.01% 1063
2023
Q4 		$108K Buy
1,143
+332
+41% +$29.3K ﹤0.01% 1003
2023
Q3 		$68K Buy
811
+51
+7% +$4.35K ﹤0.01% 1115
2023
Q2 		$63.3K Buy
+760
New +$57.8K ﹤0.01% 1158
2020
Q2 		– Sell
-225
Closed -$9K – 1633
2020
Q1 		$9K Buy
+225
New +$11.1K ﹤0.01% 1052
2019
Q2 		– Sell
-1,112
Closed -$56K – 1616
2019
Q1 		$56K Hold
1,112
– – 0.01% 521
2018
Q4 		$52K Hold
1,112
– – 0.01% 504
2018
Q3 		$64K Hold
1,112
– – 0.01% 505
2018
Q2 		$60K Hold
1,112
– – 0.02% 500
2018
Q1 		$62K Hold
1,112
– – 0.02% 474
2017
Q4 		$66K Sell
1,112
-400
-26% -$23.1K 0.02% 440
2017
Q3 		$83K Buy
1,512
+400
+36% +$21K 0.03% 343
2017
Q2 		$58K Buy
1,112
+18
+2% +$921 0.03% 387
2017
Q1 		$55K Sell
1,094
-203
-16% -$10.3K 0.03% 362
2016
Q4 		$64K Buy
+1,297
New +$60.9K 0.04% 320

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Global Retirement Partners's DXJ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 1,303 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #1518 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in DXJ as recently as Q4 2025.

Global Retirement Partners first reported a position in DXJ in Q4 2016 and has held it in 22 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • Global Retirement Partners held 1,303 shares of WisdomTree Japan Hedged Equity Fund worth $226K as of Q2 2026.
  • WisdomTree Japan Hedged Equity Fund was a new Global Retirement Partners position in Q2 2026.
  • WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1518 holding.
  • Global Retirement Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2016 and has held it in 22 quarters since.
  • 421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.