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	58,701 -15,027	-20%	-$842K	0.05%	159
2026 Q1	$3.9M	Buy	+73,728	New	+$3.88M	0.06%	139
2025 Q2	–	Sell	-135	Closed	-$4.96K	–	732
2025 Q1	$4.96K	Hold	135	–	–	﹤0.01%	803
2024 Q4	$4.96K	Sell	135 -765	-85%	-$27.9K	﹤0.01%	745
2024 Q3	$31.8K	Sell	900 -219	-20%	-$7.75K	﹤0.01%	720
2024 Q2	$42.1K	Buy	+1,119	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 $468B AUM 17.69% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B 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 $59.5B AUM 15.92% 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 58,701 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. 424 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

NorthRock Partners held 58,701 shares of WisdomTree Japan Hedged Equity Fund worth $3.4M as of Q2 2026.
NorthRock Partners sold 15,027 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.
424 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.