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

Hamilton Capital’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	$11.7M	Sell	73,653 -10,831	-13%	-$1.71M	0.61%	13
2025 Q4	$12.2M	Buy	+84,484	New	+$11.6M	0.61%	11
2025 Q2	$8.6M	Buy	75,297 +14,909	+25%	+$1.63M	0.47%	12
2025 Q1	$6.65M	Buy	60,388 +11,656	+24%	+$1.28M	0.4%	13
2024 Q4	$5.37M	Buy	48,732 +4,352	+10%	+$476K	0.41%	11
2024 Q3	$4.77M	Buy	44,380 +8,742	+25%	+$929K	0.35%	12
2024 Q2	$4.02M	Buy	35,638 +1,554	+5%	+$169K	0.31%	13
2024 Q1	$3.7M	Buy	34,084 +3,551	+12%	+$354K	0.28%	13
2023 Q4	$2.69M	Buy	30,533 +365	+1%	+$32.3K	0.22%	13
2023 Q3	$2.66M	Buy	30,168 +6,097	+25%	+$520K	0.2%	13
2023 Q2	$2M	Sell	24,071 -741	-3%	-$56.4K	0.14%	17
2023 Q1	$1.75M	Sell	24,812 -940	-4%	-$64.5K	0.11%	19
2022 Q4	$1.66M	Buy	25,752 +1,714	+7%	+$113K	0.11%	22
2022 Q3	$1.48M	Buy	24,038 +14,934	+164%	+$961K	0.1%	21
2022 Q2	$568K	Buy	9,104 +756	+9%	+$48.1K	0.04%	35
2022 Q1	$534K	Buy	8,348 +2,067	+33%	+$130K	0.03%	42
2021 Q4	$393K	Buy	6,281 +939	+18%	+$59K	0.03%	86
2021 Q3	$337K	Buy	5,342 +596	+13%	+$36.7K	0.03%	53
2021 Q2	$290K	Buy	4,746 +311	+7%	+$18.9K	0.03%	37
2021 Q1	$272K	Buy	+4,435	New	+$259K	0.03%	37
2020 Q1	–	Sell	-4,569	Closed	-$246K	–	41
2019 Q4	$246K	Sell	4,569 -1,057	-19%	-$56.4K	0.11%	37
2019 Q3	$284K	Sell	5,626 -381,104	-99%	-$18.4M	0.14%	20
2019 Q2	$18.8M	Buy	386,730 +15,761	+4%	+$786K	6.51%	6
2019 Q1	$18.8M	Buy	370,969 +863	+0.2%	+$43K	8.45%	4
2018 Q4	$18.5M	Sell	370,106 -204,939	-36%	-$10.7M	8.42%	3
2018 Q3	$33.3M	Buy	575,045 +10,130	+2%	+$556K	12.19%	4
2018 Q2	$30.5M	Buy	564,915 +6,554	+1%	+$371K	11.64%	4
2018 Q1	$31.3M	Buy	558,361 +54,530	+11%	+$3.17M	11.53%	4
2017 Q4	$29.9M	Buy	+503,831	New	+$29.1M	11.17%	4

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 $58.2B AUM 22.78% 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

Hamilton Capital's DXJ Position: Q1 2026 in Review

Hamilton Capital reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 13% in Q1 2026, selling an estimated $1.71M and leaving 73,653 shares worth $11.7M. The position accounts for 0.61% of the portfolio, ranked #13.

Hamilton Capital first reported a position in DXJ in Q4 2017 and has held it in 29 quarters since. The position peaked at $33.3M in Q3 2018. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Hamilton Capital held 73,653 shares of WisdomTree Japan Hedged Equity Fund worth $11.7M as of Q1 2026.
Hamilton Capital sold 10,831 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $1.71M.
WisdomTree Japan Hedged Equity Fund made up 0.61% of Hamilton Capital's portfolio in Q1 2026, its #13 holding.
Hamilton Capital first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and has held it in 29 quarters since.
Hamilton Capital's WisdomTree Japan Hedged Equity Fund position peaked at $33.3M in Q3 2018.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.