North Star Investment Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

North Star Investment 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 Q1	$33.6K	Sell	212 -13	-6%	-$2.05K	﹤0.01%	817
2025 Q4	$32.4K	Hold	225	–	–	﹤0.01%	760
2025 Q3	$28.8K	Hold	225	–	–	﹤0.01%	765
2025 Q2	$25.7K	Hold	225	–	–	﹤0.01%	752
2025 Q1	$24.8K	Hold	225	–	–	﹤0.01%	730
2024 Q4	$24.8K	Hold	225	–	–	﹤0.01%	732
2024 Q3	$23.9K	Hold	225	–	–	﹤0.01%	706
2024 Q2	$25.4K	Hold	225	–	–	﹤0.01%	682
2024 Q1	$24.4K	Hold	225	–	–	﹤0.01%	708
2023 Q4	$19.8K	Hold	225	–	–	﹤0.01%	718
2023 Q3	$19.9K	Hold	225	–	–	﹤0.01%	730
2023 Q2	$18.7K	Hold	225	–	–	﹤0.01%	756
2023 Q1	$15.9K	Hold	225	–	–	﹤0.01%	793
2022 Q4	$14.5K	Hold	225	–	–	﹤0.01%	796
2022 Q3	$14K	Hold	225	–	–	﹤0.01%	748
2022 Q2	$14K	Sell	225 -230	-51%	-$14.6K	﹤0.01%	758
2022 Q1	$29K	Hold	455	–	–	﹤0.01%	686
2021 Q4	$28K	Hold	455	–	–	﹤0.01%	719
2021 Q3	$29K	Hold	455	–	–	﹤0.01%	685
2021 Q2	$28K	Hold	455	–	–	﹤0.01%	690
2021 Q1	$28K	Hold	455	–	–	﹤0.01%	651
2020 Q4	$25K	Hold	455	–	–	﹤0.01%	650
2020 Q3	$22K	Hold	455	–	–	﹤0.01%	644
2020 Q2	$21K	Hold	455	–	–	﹤0.01%	627
2020 Q1	$19K	Hold	455	–	–	﹤0.01%	639
2019 Q4	$24K	Hold	455	–	–	﹤0.01%	687
2019 Q3	$23K	Buy	+455	New	+$22K	﹤0.01%	690
2019 Q2	–	Sell	-455	Closed	-$23K	–	529
2019 Q1	$23K	Hold	455	–	–	﹤0.01%	698
2018 Q4	$21K	Hold	455	–	–	﹤0.01%	682
2018 Q3	$26K	Hold	455	–	–	﹤0.01%	685
2018 Q2	$25K	Hold	455	–	–	﹤0.01%	698
2018 Q1	$25K	Sell	455 -450	-50%	-$26.2K	﹤0.01%	698
2017 Q4	$54K	Hold	905	–	–	0.01%	531
2017 Q3	$50K	Sell	905 -10,497	-92%	-$551K	0.01%	546
2017 Q2	$593K	Buy	11,402 +4	+0%	+$205	0.08%	234
2017 Q1	$577K	Buy	11,398 +435	+4%	+$22.2K	0.08%	235
2016 Q4	$543K	Buy	10,963 +1,132	+12%	+$53.2K	0.08%	227
2016 Q3	$422K	Hold	9,831	–	–	0.08%	223
2016 Q2	$381K	Sell	9,831 -469	-5%	-$19.8K	0.07%	233
2016 Q1	$450K	Buy	10,300 +450	+5%	+$19.9K	0.09%	216
2015 Q4	$493K	Buy	9,850 +5	+0.1%	+$266	0.1%	211
2015 Q3	$479K	Sell	9,845 -24,050	-71%	-$1.3M	0.1%	218
2015 Q2	$1.94M	Buy	33,895 +3,615	+12%	+$210K	0.36%	89
2015 Q1	$1.67M	Buy	30,280 +930	+3%	+$48.4K	0.31%	101
2014 Q4	$1.45M	Buy	29,350 +28,925	+6,806%	+$1.51M	0.28%	111
2014 Q3	$22K	Hold	425	–	–	﹤0.01%	450
2014 Q2	$21K	Buy	425 +200	+89%	+$9.47K	﹤0.01%	481
2014 Q1	$11K	Buy	+225	New	+$10.7K	﹤0.01%	534

Other funds holding DXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

North Star Investment Management's DXJ Position: Q1 2026 in Review

North Star Investment Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 5.8% in Q1 2026, selling an estimated $2.05K and leaving 212 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

North Star Investment Management first reported a position in DXJ in Q1 2014 and has held it in 48 quarters since. The position peaked at $1.94M in Q2 2015. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

North Star Investment Management held 212 shares of WisdomTree Japan Hedged Equity Fund worth $33.6K as of Q1 2026.
North Star Investment Management sold 13 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $2.05K.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #817 holding.
North Star Investment Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2014 and has held it in 48 quarters since.
North Star Investment Management's WisdomTree Japan Hedged Equity Fund position peaked at $1.94M in Q2 2015.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.