J.M. Arbour’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

J.M. Arbour’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	$821K	Buy	5,180 +373	+8%	+$58.9K	0.79%	42
2025 Q4	$693K	Buy	+4,807	New	+$659K	0.69%	47

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 $445B AUM 25.58% 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

J.M. Arbour's DXJ Position: Q1 2026 in Review

J.M. Arbour increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 7.8% in Q1 2026, buying an estimated $58.9K and bringing the position to 5,180 shares worth $821K. The position accounts for 0.79% of the portfolio, ranked #42.

J.M. Arbour first reported a position in DXJ in Q4 2025 and has held it in 2 quarters since. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

J.M. Arbour held 5,180 shares of WisdomTree Japan Hedged Equity Fund worth $821K as of Q1 2026.
J.M. Arbour bought 373 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $58.9K.
WisdomTree Japan Hedged Equity Fund made up 0.79% of J.M. Arbour's portfolio in Q1 2026, its #42 holding.
J.M. Arbour first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2025 and has held it in 2 quarters since.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on J.M. Arbour's 13F filing for Q1 2026, filed 21 Apr 2026.