Integrated Wealth Concepts
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Integrated Wealth Concepts’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Integrated Wealth Concepts’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 		$3.8M Buy
65,721
+2,271
+4% +$127K 0.02% 592
2026
Q1 		$3.35M Buy
63,450
+6,519
+11% +$343K 0.03% 569
2025
Q4 		$2.74M Sell
56,931
-570
-1% -$26K 0.03% 450
2025
Q3 		$2.45M Sell
57,501
-402
-0.7% -$16.4K 0.02% 595
2025
Q2 		$2.21M Buy
57,903
+4,887
+9% +$178K 0.02% 589
2025
Q1 		$1.95M Buy
53,016
+4,110
+8% +$151K 0.02% 585
2024
Q4 		$1.8M Buy
48,906
+4,977
+11% +$182K 0.02% 601
2024
Q3 		$1.55M Sell
43,929
-2,835
-6% -$100K 0.02% 621
2024
Q2 		$1.76M Buy
46,764
+2,922
+7% +$106K 0.02% 555
2024
Q1 		$1.59M Buy
+43,842
New +$1.46M 0.02% 586
2020
Q1 		– Sell
-58,581
Closed -$1.05M – 428
2019
Q4 		$1.05M Buy
58,581
+1,698
+3% +$30.2K 0.09% 146
2019
Q3 		$957K Sell
56,883
-3,360
-6% -$54.2K 0.11% 133
2019
Q2 		$978K Sell
60,243
-531
-0.9% -$8.83K 0.13% 123
2019
Q1 		$1.02M Buy
60,774
+330
+0.5% +$5.48K 0.17% 107
2018
Q4 		$935K Sell
60,444
-6,267
-9% -$109K 0.25% 82
2018
Q3 		$1.3M Buy
66,711
+3,270
+5% +$59.8K 0.39% 62
2018
Q2 		$1.13M Buy
63,441
+5,001
+9% +$94.3K 0.38% 65
2018
Q1 		$1.07M Buy
58,440
+10,092
+21% +$196K 0.43% 59
2017
Q4 		$999K Buy
+48,348
New +$930K 0.43% 57

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
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B 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 $59.5B AUM 15.92% 1-Year Est. Return

Integrated Wealth Concepts's DXJ Position: Q2 2026 in Review

Integrated Wealth Concepts increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 3.6% in Q2 2026, buying an estimated $127K and bringing the position to 65,721 shares worth $3.8M. The position accounts for 0.02% of the portfolio, ranked #592.

Integrated Wealth Concepts first reported a position in DXJ in Q4 2017 and has held it in 19 quarters since. 424 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • Integrated Wealth Concepts held 65,721 shares of WisdomTree Japan Hedged Equity Fund worth $3.8M as of Q2 2026.
  • Integrated Wealth Concepts bought 2,271 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $127K.
  • WisdomTree Japan Hedged Equity Fund made up 0.02% of Integrated Wealth Concepts's portfolio in Q2 2026, its #592 holding.
  • Integrated Wealth Concepts first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and has held it in 19 quarters since.
  • 424 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.