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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 		$7.42M Buy
42,770
+21,620
+102% +$3.63M 0.04% 452
2026
Q1 		$3.35M Buy
21,150
+2,173
+11% +$343K 0.03% 569
2025
Q4 		$2.74M Sell
18,977
-190
-1% -$26.1K 0.03% 450
2025
Q3 		$2.45M Sell
19,167
-134
-0.7% -$16.4K 0.02% 595
2025
Q2 		$2.21M Buy
19,301
+1,629
+9% +$178K 0.02% 589
2025
Q1 		$1.95M Buy
17,672
+1,370
+8% +$151K 0.02% 585
2024
Q4 		$1.8M Buy
16,302
+1,659
+11% +$182K 0.02% 601
2024
Q3 		$1.55M Sell
14,643
-945
-6% -$100K 0.02% 621
2024
Q2 		$1.76M Buy
15,588
+974
+7% +$106K 0.02% 555
2024
Q1 		$1.59M Buy
+14,614
New +$1.46M 0.02% 586
2020
Q1 		– Sell
-19,527
Closed -$1.05M – 428
2019
Q4 		$1.05M Buy
19,527
+566
+3% +$30.2K 0.09% 146
2019
Q3 		$957K Sell
18,961
-1,120
-6% -$54.2K 0.11% 133
2019
Q2 		$978K Sell
20,081
-177
-0.9% -$8.83K 0.13% 123
2019
Q1 		$1.02M Buy
20,258
+110
+0.5% +$5.48K 0.17% 107
2018
Q4 		$935K Sell
20,148
-2,089
-9% -$109K 0.25% 82
2018
Q3 		$1.3M Buy
22,237
+1,090
+5% +$59.8K 0.39% 62
2018
Q2 		$1.13M Buy
21,147
+1,667
+9% +$94.3K 0.38% 65
2018
Q1 		$1.07M Buy
19,480
+3,364
+21% +$196K 0.43% 59
2017
Q4 		$999K Buy
+16,116
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
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

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

Integrated Wealth Concepts increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 102% in Q2 2026, buying an estimated $3.63M and bringing the position to 42,770 shares worth $7.42M. The position accounts for 0.04% of the portfolio, ranked #452.

Integrated Wealth Concepts first reported a position in DXJ in Q4 2017 and has held it in 19 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • Integrated Wealth Concepts held 42,770 shares of WisdomTree Japan Hedged Equity Fund worth $7.42M as of Q2 2026.
  • Integrated Wealth Concepts bought 21,620 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $3.63M.
  • WisdomTree Japan Hedged Equity Fund made up 0.04% of Integrated Wealth Concepts's portfolio in Q2 2026, its #452 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.
  • 421 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.