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

&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	$1.37M	Sell	23,706 -1,608	-6%	-$90.1K	0.01%	1234
2026 Q1	$1.33M	Sell	25,314 -1,566	-6%	-$82.4K	0.01%	1142
2025 Q4	$1.29M	Buy	26,880 +1,692	+7%	+$77.3K	0.01%	1086
2025 Q3	$1.07M	Buy	25,188 +1,467	+6%	+$60K	0.01%	1060
2025 Q2	$903K	Buy	23,721 +13,275	+127%	+$484K	0.01%	1031
2025 Q1	$386K	Sell	10,446 -6,204	-37%	-$227K	﹤0.01%	1268
2024 Q4	$610K	Sell	16,650 -4,746	-22%	-$173K	0.01%	991
2024 Q3	$756K	Sell	21,396 -5,298	-20%	-$188K	0.01%	682
2024 Q2	$1M	Buy	26,694 +7,329	+38%	+$265K	0.04%	352
2024 Q1	$700K	Buy	+19,365	New	+$644K	0.1%	212

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

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's DXJ Position: Q2 2026 in Review

&Partners reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 6.4% in Q2 2026, selling an estimated $90.1K and leaving 23,706 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #1234.

&Partners first reported a position in DXJ in Q1 2024 and has held it in 10 quarters since. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

&Partners held 23,706 shares of WisdomTree Japan Hedged Equity Fund worth $1.37M as of Q2 2026.
&Partners sold 1,608 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $90.1K.
WisdomTree Japan Hedged Equity Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #1234 holding.
&Partners first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2024 and has held it in 10 quarters since.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.