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 Q3	$24K	Hold	399	–	–	﹤0.01%	671
2026 Q2	$23.1K	Hold	399	–	–	﹤0.01%	699
2026 Q1	$21.1K	Hold	399	–	–	﹤0.01%	716
2025 Q4	$19.2K	Hold	399	–	–	﹤0.01%	731
2025 Q3	$16.9K	Hold	399	–	–	﹤0.01%	747
2025 Q2	$15.2K	Hold	399	–	–	﹤0.01%	754
2025 Q1	$14.7K	Hold	399	–	–	﹤0.01%	736
2024 Q4	$14.7K	Hold	399	–	–	﹤0.01%	733
2024 Q3	$14.1K	Hold	399	–	–	﹤0.01%	712
2024 Q2	$15K	Hold	399	–	–	﹤0.01%	691
2024 Q1	$14.4K	Hold	399	–	–	﹤0.01%	672
2023 Q4	$11.7K	Hold	399	–	–	﹤0.01%	701
2023 Q3	$11.7K	Hold	399	–	–	﹤0.01%	672
2023 Q2	$11.1K	Hold	399	–	–	﹤0.01%	689
2023 Q1	$9.41K	Hold	399	–	–	﹤0.01%	698
2022 Q4	$8.2K	Hold	399	–	–	﹤0.01%	675
2022 Q3	$8K	Hold	399	–	–	﹤0.01%	674
2022 Q2	$8K	Hold	399	–	–	﹤0.01%	674
2022 Q1	$9K	Hold	399	–	–	﹤0.01%	656
2021 Q4	$8K	Hold	399	–	–	﹤0.01%	624
2021 Q3	$8K	Hold	399	–	–	﹤0.01%	616
2021 Q2	$8K	Hold	399	–	–	﹤0.01%	612
2021 Q1	$8K	Hold	399	–	–	0.01%	519
2020 Q4	$7K	Buy	+399	New	+$6.87K	0.01%	500
2020 Q2	–	Sell	-456	Closed	-$7K	–	227
2020 Q1	$7K	Buy	+456	New	+$7.47K	0.01%	454

Other funds holding DXJ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM

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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

JBGlobal.com New York $113M AUM 8.09% 1-Year Est. Return

Key Financial Inc's DXJ Position: Q3 2026 in Review

Key Financial Inc held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q3 2026 at 399 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Key Financial Inc first reported a position in DXJ in Q1 2020 and has held it in 25 quarters since. 227 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

Key Financial Inc held 399 shares of WisdomTree Japan Hedged Equity Fund worth $24K as of Q3 2026.
Key Financial Inc left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q3 2026.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #671 holding.
Key Financial Inc first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2020 and has held it in 25 quarters since.
227 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.