NBC Securities’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

NBC Securities’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	$127K	Sell	731 -946	-56%	-$159K	0.01%	1001
2026 Q1	$266K	Sell	1,677 -944	-36%	-$149K	0.02%	742
2025 Q4	$378K	Sell	2,621 -6,370	-71%	-$873K	0.03%	598
2025 Q3	$1.15M	Buy	8,991 +445	+5%	+$54.6K	0.09%	247
2025 Q2	$976K	Buy	8,546 +34	+0.4%	+$3.72K	0.08%	280
2025 Q1	$937K	Buy	8,512 +8,506	+141,767%	+$935K	0.08%	264
2024 Q4	$692	Sell	6 -5,851	-100%	-$641K	0.06%	334
2024 Q3	$620K	Buy	5,857 +5,777	+7,221%	+$614K	0.05%	395
2024 Q2	$9K	Sell	80 -295	-79%	-$32K	﹤0.01%	1705
2024 Q1	$41K	Sell	375 -65	-15%	-$6.48K	﹤0.01%	1193
2023 Q4	$38K	Sell	440 -60	-12%	-$5.3K	﹤0.01%	1215
2023 Q3	$44K	Buy	+500	New	+$42.6K	﹤0.01%	1164

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

NBC Securities's DXJ Position: Q2 2026 in Review

NBC Securities reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 56% in Q2 2026, selling an estimated $159K and leaving 731 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #1001.

NBC Securities first reported a position in DXJ in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.15M in Q3 2025. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

NBC Securities held 731 shares of WisdomTree Japan Hedged Equity Fund worth $127K as of Q2 2026.
NBC Securities sold 946 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $159K.
WisdomTree Japan Hedged Equity Fund made up 0.01% of NBC Securities's portfolio in Q2 2026, its #1001 holding.
NBC Securities first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and has held it in 12 quarters since.
NBC Securities's WisdomTree Japan Hedged Equity Fund position peaked at $1.15M in Q3 2025.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.