Jones Financial Companies’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Jones Financial Companies’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	$5.59M	Buy	96,639 +5,541	+6%	+$310K	﹤0.01%	1142
2026 Q1	$4.7M	Buy	91,098 +17,895	+24%	+$941K	﹤0.01%	1095
2025 Q4	$3.52M	Buy	73,203 +17,958	+33%	+$821K	﹤0.01%	762
2025 Q3	$2.39M	Buy	55,245 +7,278	+15%	+$298K	﹤0.01%	797
2025 Q2	$1.85M	Buy	47,967 +12,348	+35%	+$450K	﹤0.01%	780
2025 Q1	$1.32M	Buy	35,619 +8,031	+29%	+$294K	﹤0.01%	766
2024 Q4	$1.01M	Buy	27,588 +6,021	+28%	+$220K	﹤0.01%	740
2024 Q3	$747K	Buy	21,567 +13,431	+165%	+$476K	﹤0.01%	690
2024 Q2	$306K	Buy	8,136 +7,212	+781%	+$261K	﹤0.01%	687
2024 Q1	$33.5K	Buy	+924	New	+$30.7K	﹤0.01%	802
2013 Q4	–	Sell	-657	Closed	-$10K	–	317
2013 Q3	$10K	Buy	+657	New	+$10.3K	﹤0.01%	515

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Jones Financial Companies's DXJ Position: Q2 2026 in Review

Jones Financial Companies increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 6.1% in Q2 2026, buying an estimated $310K and bringing the position to 96,639 shares worth $5.59M. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Jones Financial Companies first reported a position in DXJ in Q3 2013 and has held it in 11 quarters since. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Jones Financial Companies held 96,639 shares of WisdomTree Japan Hedged Equity Fund worth $5.59M as of Q2 2026.
Jones Financial Companies bought 5,541 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $310K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1142 holding.
Jones Financial Companies first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2013 and has held it in 11 quarters since.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.