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 Q2	$72.7K	Buy	1,257 +516	+70%	+$28.9K	﹤0.01%	358
2026 Q1	$39.2K	Hold	741	–	–	﹤0.01%	373
2025 Q4	$35.6K	Buy	+741	New	+$33.9K	﹤0.01%	383
2025 Q3	–	Sell	-927	Closed	-$35.3K	–	460
2025 Q2	$35.3K	Buy	927 +807	+673%	+$29.4K	﹤0.01%	362
2025 Q1	$4.41K	Buy	+120	New	+$4.4K	﹤0.01%	402
2015 Q4	–	Sell	-1,056	Closed	-$17K	–	1009
2015 Q3	$17K	Buy	+1,056	New	+$19K	﹤0.01%	409

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howe & Rusling's DXJ Position: Q2 2026 in Review

Howe & Rusling increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 70% in Q2 2026, buying an estimated $28.9K and bringing the position to 1,257 shares worth $72.7K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Howe & Rusling first reported a position in DXJ in Q3 2015 and has held it in 6 quarters since. 424 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Howe & Rusling held 1,257 shares of WisdomTree Japan Hedged Equity Fund worth $72.7K as of Q2 2026.
Howe & Rusling bought 516 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $28.9K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Howe & Rusling's portfolio in Q2 2026, its #358 holding.
Howe & Rusling first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2015 and has held it in 6 quarters since.
424 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Howe & Rusling's 13F filing for Q2 2026, filed 10 Aug 2026.