Key Financial Inc’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Key Financial Inc’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	$23.1K	Hold	133	–	–	﹤0.01%	699
2026 Q1	$21.1K	Hold	133	–	–	﹤0.01%	716
2025 Q4	$19.2K	Hold	133	–	–	﹤0.01%	731
2025 Q3	$16.9K	Hold	133	–	–	﹤0.01%	747
2025 Q2	$15.2K	Hold	133	–	–	﹤0.01%	754
2025 Q1	$14.7K	Hold	133	–	–	﹤0.01%	736
2024 Q4	$14.7K	Hold	133	–	–	﹤0.01%	733
2024 Q3	$14.1K	Hold	133	–	–	﹤0.01%	712
2024 Q2	$15K	Hold	133	–	–	﹤0.01%	691
2024 Q1	$14.4K	Hold	133	–	–	﹤0.01%	672
2023 Q4	$11.7K	Hold	133	–	–	﹤0.01%	701
2023 Q3	$11.7K	Hold	133	–	–	﹤0.01%	672
2023 Q2	$11.1K	Hold	133	–	–	﹤0.01%	689
2023 Q1	$9.41K	Hold	133	–	–	﹤0.01%	698
2022 Q4	$8.2K	Hold	133	–	–	﹤0.01%	675
2022 Q3	$8K	Hold	133	–	–	﹤0.01%	674
2022 Q2	$8K	Hold	133	–	–	﹤0.01%	674
2022 Q1	$9K	Hold	133	–	–	﹤0.01%	656
2021 Q4	$8K	Hold	133	–	–	﹤0.01%	624
2021 Q3	$8K	Hold	133	–	–	﹤0.01%	616
2021 Q2	$8K	Hold	133	–	–	﹤0.01%	612
2021 Q1	$8K	Hold	133	–	–	0.01%	519
2020 Q4	$7K	Buy	+133	New	+$6.87K	0.01%	500
2020 Q2	–	Sell	-152	Closed	-$7K	–	227
2020 Q1	$7K	Buy	+152	New	+$7.47K	0.01%	454

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

Key Financial Inc's DXJ Position: Q2 2026 in Review

Key Financial Inc held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 133 shares worth $23.1K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Key Financial Inc first reported a position in DXJ in Q1 2020 and has held it in 24 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Key Financial Inc held 133 shares of WisdomTree Japan Hedged Equity Fund worth $23.1K as of Q2 2026.
Key Financial Inc left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #699 holding.
Key Financial Inc first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2020 and has held it in 24 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.