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

IEQ 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 Q3	$1.56M	Sell	25,998 -2,304	-8%	-$136K	0.01%	897
2026 Q2	$1.64M	Sell	28,302 -2,322	-8%	-$130K	0.01%	893
2026 Q1	$1.62M	Sell	30,624 -78	-0.3%	-$4.1K	0.01%	849
2025 Q4	$1.48M	Buy	30,702 +3,888	+14%	+$178K	﹤0.01%	892
2025 Q3	$1.14M	Buy	26,814 +219	+0.8%	+$8.96K	﹤0.01%	958
2025 Q2	$1.01M	Sell	26,595 -31,266	-54%	-$1.14M	0.01%	855
2025 Q1	$2.13M	Buy	57,861 +31,296	+118%	+$1.15M	0.02%	572
2024 Q4	$977K	Buy	26,565 +60	+0.2%	+$2.19K	0.01%	667
2024 Q3	$937K	Buy	26,505 +3	+0%	+$106	0.01%	557
2024 Q2	$997K	Sell	26,502 -4,491	-14%	-$163K	0.01%	473
2024 Q1	$1.12M	Buy	30,993 +6	+0%	+$199	0.02%	436
2023 Q4	$909K	Buy	30,987 +5,787	+23%	+$171K	0.02%	446
2023 Q3	$741K	Sell	25,200 -4,638	-16%	-$132K	0.02%	465
2023 Q2	$828K	Buy	29,838 +9,138	+44%	+$232K	0.02%	437
2023 Q1	$488K	Hold	20,700	–	–	0.01%	574
2022 Q4	$444K	Hold	20,700	–	–	0.01%	547
2022 Q3	$426K	Hold	20,700	–	–	0.01%	574
2022 Q2	$431K	Hold	20,700	–	–	0.01%	510
2022 Q1	$442K	Hold	20,700	–	–	0.01%	536
2021 Q4	$432K	Hold	20,700	–	–	0.01%	503
2021 Q3	$436K	Hold	20,700	–	–	0.01%	475
2021 Q2	$421K	Hold	20,700	–	–	0.01%	391
2021 Q1	$423K	Buy	+20,700	New	+$402K	0.02%	306
2020 Q4	–	Sell	-20,700	Closed	-$338K	–	266
2020 Q3	$338K	Hold	20,700	–	–	0.02%	283
2020 Q2	$324K	Hold	20,700	–	–	0.02%	232
2020 Q1	$291K	Hold	20,700	–	–	0.02%	284
2019 Q4	$371K	Buy	+20,700	New	+$368K	0.03%	270

Other funds holding DXJ

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

IEQ Capital's DXJ Position: Q3 2026 in Review

IEQ Capital reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 8.1% in Q3 2026, selling an estimated $136K and leaving 25,998 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #897.

IEQ Capital first reported a position in DXJ in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.13M in Q1 2025. 317 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

IEQ Capital held 25,998 shares of WisdomTree Japan Hedged Equity Fund worth $1.56M as of Q3 2026.
IEQ Capital sold 2,304 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $136K.
WisdomTree Japan Hedged Equity Fund made up 0.01% of IEQ Capital's portfolio in Q3 2026, its #897 holding.
IEQ Capital first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2019 and has held it in 27 quarters since.
IEQ Capital's WisdomTree Japan Hedged Equity Fund position peaked at $2.13M in Q1 2025.
317 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.