NorthRock Partners’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

NorthRock Partners’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	$3.4M	Sell	19,567 -5,009	-20%	-$842K	0.05%	159
2026 Q1	$3.9M	Buy	+24,576	New	+$3.88M	0.06%	139
2025 Q2	–	Sell	-45	Closed	-$4.96K	–	732
2025 Q1	$4.96K	Hold	45	–	–	﹤0.01%	803
2024 Q4	$4.96K	Sell	45 -255	-85%	-$27.9K	﹤0.01%	745
2024 Q3	$31.8K	Sell	300 -73	-20%	-$7.75K	﹤0.01%	720
2024 Q2	$42.1K	Buy	+373	New	+$40.5K	﹤0.01%	679

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

NorthRock Partners's DXJ Position: Q2 2026 in Review

NorthRock Partners reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 20% in Q2 2026, selling an estimated $842K and leaving 19,567 shares worth $3.4M. The position accounts for 0.05% of the portfolio, ranked #159.

NorthRock Partners first reported a position in DXJ in Q2 2024 and has held it in 6 quarters since. The position peaked at $3.9M in Q1 2026. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

NorthRock Partners held 19,567 shares of WisdomTree Japan Hedged Equity Fund worth $3.4M as of Q2 2026.
NorthRock Partners sold 5,009 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $842K.
WisdomTree Japan Hedged Equity Fund made up 0.05% of NorthRock Partners's portfolio in Q2 2026, its #159 holding.
NorthRock Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2024 and has held it in 6 quarters since.
NorthRock Partners's WisdomTree Japan Hedged Equity Fund position peaked at $3.9M in Q1 2026.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.