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 Q2	$2.78K	Buy	+16	New	+$2.69K	﹤0.01%	512
2014 Q2	–	Sell	-270	Closed	-$13K	–	582
2014 Q1	$13K	Hold	270	–	–	﹤0.01%	399
2013 Q4	$14K	Hold	270	–	–	﹤0.01%	407
2013 Q3	$13K	Buy	270 +90	+50%	+$4.22K	﹤0.01%	417
2013 Q2	$8K	Buy	+180	New	+$8.41K	﹤0.01%	488

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

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

MOTCO's DXJ Position: Q2 2026 in Review

MOTCO opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 16 shares worth $2.78K. The stake represents ﹤0.01% of the portfolio and ranks #512 among its holdings. This is a return to the name: MOTCO previously reported a position in DXJ as recently as Q1 2014.

MOTCO first reported a position in DXJ in Q2 2013 and has held it in 5 quarters since. The position peaked at $14K in Q4 2013. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

MOTCO held 16 shares of WisdomTree Japan Hedged Equity Fund worth $2.78K as of Q2 2026.
WisdomTree Japan Hedged Equity Fund was a new MOTCO position in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #512 holding.
MOTCO first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 5 quarters since.
MOTCO's WisdomTree Japan Hedged Equity Fund position peaked at $14K in Q4 2013.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.