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HB Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

HB Wealth Management’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 		$1.58M Buy
27,387
+3,870
+16% +$217K 0.01% 552
2026
Q1 		$1.24M Buy
23,517
+42
+0.2% +$2.21K 0.01% 586
2025
Q4 		$1.13M Buy
23,475
+51
+0.2% +$2.33K 0.01% 586
2025
Q3 		$1,000K Sell
23,424
-24
-0.1% -$982 0.01% 605
2025
Q2 		$893K Buy
23,448
+222
+1% +$8.09K 0.01% 566
2025
Q1 		$853K Buy
23,226
+132
+0.6% +$4.84K 0.01% 587
2024
Q4 		$849K Buy
23,094
+480
+2% +$17.5K 0.01% 449
2024
Q3 		$799K Buy
22,614
+24
+0.1% +$850 0.01% 444
2024
Q2 		$850K Buy
22,590
+4,200
+23% +$152K 0.01% 403
2024
Q1 		$665K Buy
18,390
+51
+0.3% +$1.7K 0.01% 424
2023
Q4 		$538K Buy
18,339
+498
+3% +$14.7K 0.01% 436
2023
Q3 		$525K Buy
17,841
+3
+0% +$85 0.01% 418
2023
Q2 		$495K Buy
17,838
+168
+1% +$4.26K 0.01% 418
2023
Q1 		$417K Buy
17,670
+153
+0.9% +$3.5K 0.01% 456
2022
Q4 		$375K Buy
17,517
+285
+2% +$6.26K 0.01% 470
2022
Q3 		$354K Sell
17,232
-864
-5% -$18.5K 0.01% 405
2022
Q2 		$377K Buy
18,096
+204
+1% +$4.33K 0.01% 399
2022
Q1 		$382K Hold
17,892
– – 0.01% 395
2021
Q4 		$373K Buy
+17,892
New +$375K 0.01% 349

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

HB Wealth Management's DXJ Position: Q2 2026 in Review

HB Wealth Management increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 16% in Q2 2026, buying an estimated $217K and bringing the position to 27,387 shares worth $1.58M. The position accounts for 0.01% of the portfolio, ranked #552.

HB Wealth Management first reported a position in DXJ in Q4 2021 and has held it in 19 quarters since. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • HB Wealth Management held 27,387 shares of WisdomTree Japan Hedged Equity Fund worth $1.58M as of Q2 2026.
  • HB Wealth Management bought 3,870 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $217K.
  • WisdomTree Japan Hedged Equity Fund made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #552 holding.
  • HB Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2021 and has held it in 19 quarters since.
  • 422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.