Optima Capital’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Optima Capital’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	–	Sell	-532	Closed	-$76.7K	–	479
2025 Q4	$76.7K	Buy	+532	New	+$72.9K	0.03%	260
2025 Q3	–	Sell	-6,976	Closed	-$797K	–	163
2025 Q2	$797K	Sell	6,976 -968	-12%	-$106K	0.43%	63
2025 Q1	$875K	Buy	7,944 +4,991	+169%	+$549K	0.56%	55
2024 Q4	$326K	Buy	+2,953	New	+$323K	0.22%	113

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Optima Capital's DXJ Position: Q1 2026 in Review

Optima Capital sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q1 2026, closing a stake of 532 shares — an estimated $76.7K sold.

Optima Capital first reported a position in DXJ in Q4 2024 and held it in 4 quarters. The position peaked at $875K in Q1 2025. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Optima Capital reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 532 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $76.7K.
Optima Capital first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2024 and held it in 4 quarters.
Optima Capital's WisdomTree Japan Hedged Equity Fund position peaked at $875K in Q1 2025.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.