Howe & Rusling’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Howe & Rusling’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	$39.2K	Hold	247	–	–	﹤0.01%	373
2025 Q4	$35.6K	Buy	+247	New	+$33.9K	﹤0.01%	383
2025 Q3	–	Sell	-309	Closed	-$35.3K	–	460
2025 Q2	$35.3K	Buy	309 +269	+673%	+$29.4K	﹤0.01%	362
2025 Q1	$4.41K	Buy	+40	New	+$4.4K	﹤0.01%	402
2015 Q4	–	Sell	-352	Closed	-$17K	–	1009
2015 Q3	$17K	Buy	+352	New	+$19K	﹤0.01%	409

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

Howe & Rusling's DXJ Position: Q1 2026 in Review

Howe & Rusling held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q1 2026 at 247 shares worth $39.2K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

Howe & Rusling first reported a position in DXJ in Q3 2015 and has held it in 5 quarters since. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Howe & Rusling held 247 shares of WisdomTree Japan Hedged Equity Fund worth $39.2K as of Q1 2026.
Howe & Rusling left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q1 2026.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #373 holding.
Howe & Rusling first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2015 and has held it in 5 quarters since.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.