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&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
7,902
-536
-6% -$90.1K 0.01% 1234
2026
Q1 		$1.33M Sell
8,438
-522
-6% -$82.4K 0.01% 1142
2025
Q4 		$1.29M Buy
8,960
+564
+7% +$77.3K 0.01% 1086
2025
Q3 		$1.07M Buy
8,396
+489
+6% +$60K 0.01% 1060
2025
Q2 		$903K Buy
7,907
+4,425
+127% +$484K 0.01% 1031
2025
Q1 		$386K Sell
3,482
-2,068
-37% -$227K ﹤0.01% 1268
2024
Q4 		$610K Sell
5,550
-1,582
-22% -$173K 0.01% 991
2024
Q3 		$756K Sell
7,132
-1,766
-20% -$188K 0.01% 682
2024
Q2 		$1M Buy
8,898
+2,443
+38% +$265K 0.04% 352
2024
Q1 		$700K Buy
+6,455
New +$644K 0.1% 212

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 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 7,902 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. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • &Partners held 7,902 shares of WisdomTree Japan Hedged Equity Fund worth $1.37M as of Q2 2026.
  • &Partners sold 536 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.
  • 419 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.