MOTCO’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

MOTCO’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	–	Sell	-48	Closed	-$2.78K	–	900
2026 Q2	$2.78K	Buy	+48	New	+$2.69K	﹤0.01%	512
2014 Q2	–	Sell	-810	Closed	-$13K	–	582
2014 Q1	$13K	Hold	810	–	–	﹤0.01%	399
2013 Q4	$14K	Hold	810	–	–	﹤0.01%	407
2013 Q3	$13K	Buy	810 +270	+50%	+$4.22K	﹤0.01%	417
2013 Q2	$8K	Buy	+540	New	+$8.41K	﹤0.01%	488

Other funds holding DXJ

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

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

Rice Partnership Honolulu, Hawaii $864M AUM 33.29% 1-Year Est. Return

AlTi Global New York $4.86B AUM 17.35% 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

MOTCO's DXJ Position: Q3 2026 in Review

MOTCO sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q3 2026, closing a stake of 48 shares — an estimated $2.78K sold.

MOTCO first reported a position in DXJ in Q2 2013 and held it in 5 quarters. The position peaked at $14K in Q4 2013. 249 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

MOTCO reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q3 2026 after selling out during the quarter.
MOTCO sold 48 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $2.78K.
MOTCO first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and held it in 5 quarters.
MOTCO's WisdomTree Japan Hedged Equity Fund position peaked at $14K in Q4 2013.
249 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.