Partners Capital Investment Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Partners Capital Investment Group’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	$20.5M	Sell	354,408 -1,230	-0.3%	-$68.9K	0.72%	23
2026 Q1	$18.8M	Hold	355,638	–	–	0.71%	27
2025 Q4	$17.1M	Buy	355,638 +915	+0.3%	+$41.8K	0.64%	26
2025 Q3	$15.1M	Sell	354,723 -23,385	-6%	-$957K	0.6%	29
2025 Q2	$14.4M	Sell	378,108 -464,451	-55%	-$16.9M	0.58%	28
2025 Q1	$30.9M	Buy	842,559 +382,584	+83%	+$14M	0.52%	31
2024 Q4	$16.9M	Sell	459,975 -542,793	-54%	-$19.8M	0.47%	34
2024 Q3	$35.4M	Buy	1,002,768 +106,053	+12%	+$3.75M	0.57%	32
2024 Q2	$33.5M	Buy	896,715 +434,157	+94%	+$15.7M	0.57%	31
2024 Q1	$16.7M	Sell	462,558 -497,883	-52%	-$16.5M	0.45%	39
2023 Q4	$28.2M	Buy	960,441 +7,293	+0.8%	+$215K	0.62%	28
2023 Q3	$28M	Sell	953,148 -42,168	-4%	-$1.2M	0.67%	25
2023 Q2	$27.6M	Buy	995,316 +551,805	+124%	+$14M	0.59%	32
2023 Q1	$10.5M	Buy	443,511 +128,373	+41%	+$2.93M	0.45%	47
2022 Q4	$6.75M	Sell	315,138 -18,783	-6%	-$413K	0.32%	62
2022 Q3	$6.87M	Buy	333,921 +699	+0.2%	+$15K	0.41%	62
2022 Q2	$6.93M	Buy	333,222 +281,463	+544%	+$5.97M	0.47%	52
2022 Q1	$1.1M	Hold	51,759	–	–	0.05%	99
2021 Q4	$1.08M	Sell	51,759 -18,057	-26%	-$378K	0.05%	98
2021 Q3	$1.47M	Buy	69,816 +69	+0.1%	+$1.42K	0.07%	93
2021 Q2	$1.42M	Buy	69,747 +540	+0.8%	+$11K	0.06%	113
2021 Q1	$1.42M	Sell	69,207 -69,207	-50%	-$1.35M	0.06%	123
2020 Q4	$2.51M	Buy	138,414 +70,209	+103%	+$1.21M	0.07%	102
2020 Q3	$1.11M	Hold	68,205	–	–	0.07%	93
2020 Q2	$1.07M	Buy	68,205 +840	+1%	+$12.7K	0.05%	88
2020 Q1	$946K	Hold	67,365	–	–	0.06%	74
2019 Q4	$1.21M	Sell	67,365 -17,331	-20%	-$308K	0.09%	72
2019 Q3	$1.43M	Sell	84,696 -597,060	-88%	-$9.63M	0.12%	65
2019 Q2	$11.1M	Sell	681,756 -8,925	-1%	-$148K	1.1%	25
2019 Q1	$11.7M	Sell	690,681 -57,363	-8%	-$953K	1.15%	23
2018 Q4	$11.6M	Sell	748,044 -513,531	-41%	-$8.93M	1.37%	19
2018 Q3	$24.4M	Buy	1,261,575 +71,388	+6%	+$1.31M	2.62%	18
2018 Q2	$21.4M	Buy	1,190,187 +69,642	+6%	+$1.31M	2.75%	16
2018 Q1	$20.9M	Buy	1,120,545 +204,933	+22%	+$3.98M	2.77%	16
2017 Q4	$18.1M	Buy	915,612 +8,586	+0.9%	+$165K	2.92%	16
2017 Q3	$16.5M	Sell	907,026 -31,863	-3%	-$557K	2.75%	18
2017 Q2	$16.3M	Sell	938,889 -10,080	-1%	-$172K	3.12%	16
2017 Q1	$16M	Buy	948,969 +59,799	+7%	+$1.02M	3.2%	17
2016 Q4	$14.7M	Buy	889,170 +144	+0%	+$2.25K	3.38%	17
2016 Q3	$12.7M	Buy	889,026 +21,114	+2%	+$292K	3.12%	16
2016 Q2	$11.2M	Sell	867,912 -82,152	-9%	-$1.16M	3.13%	17
2016 Q1	$13.8M	Buy	950,064 +779,466	+457%	+$11.5M	4.03%	11
2015 Q4	$2.85M	Buy	+170,598	New	+$3.03M	0.96%	20

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

Partners Capital Investment Group's DXJ Position: Q2 2026 in Review

Partners Capital Investment Group reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.35% in Q2 2026, selling an estimated $68.9K and leaving 354,408 shares worth $20.5M. The position accounts for 0.72% of the portfolio, ranked #23.

Partners Capital Investment Group first reported a position in DXJ in Q4 2015 and has held it in 43 quarters since. The position peaked at $35.4M in Q3 2024. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Partners Capital Investment Group held 354,408 shares of WisdomTree Japan Hedged Equity Fund worth $20.5M as of Q2 2026.
Partners Capital Investment Group sold 1,230 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $68.9K.
WisdomTree Japan Hedged Equity Fund made up 0.72% of Partners Capital Investment Group's portfolio in Q2 2026, its #23 holding.
Partners Capital Investment Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2015 and has held it in 43 quarters since.
Partners Capital Investment Group's WisdomTree Japan Hedged Equity Fund position peaked at $35.4M in Q3 2024.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Partners Capital Investment Group's 13F filing for Q2 2026, filed 13 Aug 2026.