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Legacy Wealth Partners (Colorado)’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$2.27M Buy
13,065
+1,255
+11% +$211K 0.51% 36
2026
Q1 		$1.87M Buy
+11,810
New +$1.86M 0.47% 31

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Legacy Wealth Partners (Colorado)'s DXJ Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 11% in Q2 2026, buying an estimated $211K and bringing the position to 13,065 shares worth $2.27M. The position accounts for 0.51% of the portfolio, ranked #36.

Legacy Wealth Partners (Colorado) first reported a position in DXJ in Q1 2026 and has held it in 2 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 13,065 shares of WisdomTree Japan Hedged Equity Fund worth $2.27M as of Q2 2026.
  • Legacy Wealth Partners (Colorado) bought 1,255 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $211K.
  • WisdomTree Japan Hedged Equity Fund made up 0.51% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #36 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2026 and has held it in 2 quarters since.
  • 419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.