Matthew Hamilton Rosenberg’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Matthew Hamilton Rosenberg’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	$9.39K	Hold	156	–	–	﹤0.01%	641
2026 Q2	$9.02K	Hold	156	–	–	﹤0.01%	641
2026 Q1	$8.25K	Hold	156	–	–	﹤0.01%	641
2025 Q4	$7.5K	Hold	156	–	–	﹤0.01%	661
2025 Q3	$6.66K	Hold	156	–	–	﹤0.01%	673
2025 Q2	$5.94K	Sell	156 -318	-67%	-$11.6K	﹤0.01%	714
2025 Q1	$17.4K	Hold	474	–	–	﹤0.01%	556
2024 Q4	$17.4K	Hold	474	–	–	﹤0.01%	558
2024 Q3	$16.7K	Buy	+474	New	+$16.8K	﹤0.01%	566
2024 Q2	–	Sell	-639	Closed	-$22.8K	–	824
2024 Q1	$22.8K	Hold	639	–	–	0.01%	530
2023 Q4	$18.7K	Hold	639	–	–	0.01%	545
2023 Q3	$18.8K	Hold	639	–	–	0.01%	540
2023 Q2	$17.7K	Hold	639	–	–	0.01%	562
2023 Q1	$15.1K	Hold	639	–	–	﹤0.01%	618
2022 Q4	$13.7K	Hold	639	–	–	﹤0.01%	617
2022 Q3	$13K	Hold	639	–	–	0.01%	608
2022 Q2	$13K	Hold	639	–	–	﹤0.01%	620
2022 Q1	$14K	Hold	639	–	–	﹤0.01%	592
2021 Q4	$13K	Hold	639	–	–	﹤0.01%	570
2021 Q3	$13K	Hold	639	–	–	0.01%	543
2021 Q2	$13K	Hold	639	–	–	0.01%	493
2021 Q1	$13K	Hold	639	–	–	0.01%	466
2020 Q4	$12K	Hold	639	–	–	0.01%	455
2020 Q3	$10K	Hold	639	–	–	0.01%	452
2020 Q2	$10K	Buy	+639	New	+$9.7K	0.01%	473

Other funds holding DXJ

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

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

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

Matthew Hamilton Rosenberg's DXJ Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q3 2026 at 156 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Matthew Hamilton Rosenberg first reported a position in DXJ in Q2 2020 and has held it in 25 quarters since. The position peaked at $22.8K in Q1 2024. 104 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

Matthew Hamilton Rosenberg held 156 shares of WisdomTree Japan Hedged Equity Fund worth $9.39K as of Q3 2026.
Matthew Hamilton Rosenberg left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q3 2026.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #641 holding.
Matthew Hamilton Rosenberg first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2020 and has held it in 25 quarters since.
Matthew Hamilton Rosenberg's WisdomTree Japan Hedged Equity Fund position peaked at $22.8K in Q1 2024.
104 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.