MAI Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

MAI Capital Management’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	$984K	Buy	5,669 +169	+3%	+$28.4K	﹤0.01%	980
2026 Q1	$872K	Buy	5,500 +916	+20%	+$145K	﹤0.01%	823
2025 Q4	$661K	Buy	4,584 +1,253	+38%	+$172K	﹤0.01%	875
2025 Q3	$426K	Buy	3,331 +2,940	+752%	+$361K	﹤0.01%	972
2025 Q2	$44.7K	Sell	391 -188	-32%	-$20.5K	﹤0.01%	1919
2025 Q1	$63.8K	Hold	579	–	–	﹤0.01%	1620
2024 Q4	$63.9K	Buy	+579	New	+$63.4K	﹤0.01%	1637

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

MAI Capital Management's DXJ Position: Q2 2026 in Review

MAI Capital Management increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 3.1% in Q2 2026, buying an estimated $28.4K and bringing the position to 5,669 shares worth $984K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

MAI Capital Management first reported a position in DXJ in Q4 2024 and has held it in 7 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

MAI Capital Management held 5,669 shares of WisdomTree Japan Hedged Equity Fund worth $984K as of Q2 2026.
MAI Capital Management bought 169 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $28.4K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #980 holding.
MAI Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and has held it in 7 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.