JBGlobal.com’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

JBGlobal.com’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	$13.3M	Sell	221,526 -2,304	-1%	-$136K	11.8%	4
2026 Q2	$12.9M	Sell	223,830 -7,548	-3%	-$423K	11.32%	4
2026 Q1	$12.2M	Sell	231,378 -2,439	-1%	-$128K	12.04%	4
2025 Q4	$11.2M	Sell	233,817 -7,917	-3%	-$362K	14.15%	4
2025 Q3	$10.3M	Sell	241,734 -9,969	-4%	-$408K	10.51%	4
2025 Q2	$9.6M	Sell	251,703 -12,849	-5%	-$468K	9.96%	5
2025 Q1	$9.7M	Sell	264,552 -21,108	-7%	-$774K	10.1%	5
2024 Q4	$10.5M	Buy	+285,660	New	+$10.4M	11.09%	5

Other funds holding DXJ

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

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

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

JBGlobal.com's DXJ Position: Q3 2026 in Review

JBGlobal.com reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 1% in Q3 2026, selling an estimated $136K and leaving 221,526 shares worth $13.3M. The position accounts for 11.8% of the portfolio, ranked #4.

JBGlobal.com first reported a position in DXJ in Q4 2024 and has held it in 8 quarters since. 141 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

JBGlobal.com held 221,526 shares of WisdomTree Japan Hedged Equity Fund worth $13.3M as of Q3 2026.
JBGlobal.com sold 2,304 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $136K.
WisdomTree Japan Hedged Equity Fund made up 11.8% of JBGlobal.com's portfolio in Q3 2026, its #4 holding.
JBGlobal.com first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and has held it in 8 quarters since.
141 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on JBGlobal.com's 13F filing for Q3 2026, filed 13 Oct 2026.