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

Patten & Patten’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	$3.76M	Buy	21,691 +12,315	+131%	+$2.07M	0.2%	97
2026 Q1	$1.49M	Buy	9,376 +21	+0.2%	+$3.31K	0.09%	152
2025 Q4	$1.35M	Hold	9,355	–	–	0.08%	163
2025 Q3	$1.2M	Buy	9,355 +925	+11%	+$114K	0.07%	171
2025 Q2	$963K	Buy	8,430 +2,725	+48%	+$298K	0.06%	174
2025 Q1	$629K	Buy	+5,705	New	+$627K	0.04%	205
2015 Q3	–	Sell	-53,620	Closed	-$3.07M	–	207
2015 Q2	$3.07M	Buy	53,620 +16,235	+43%	+$941K	0.45%	68
2015 Q1	$2.06M	Buy	37,385 +7,855	+27%	+$409K	0.3%	84
2014 Q4	$1.45M	Buy	29,530 +8,590	+41%	+$448K	0.22%	93
2014 Q3	$1.1M	Sell	20,940 -100	-0.5%	-$5.04K	0.17%	108
2014 Q2	$1.04M	Buy	21,040 +3,175	+18%	+$150K	0.17%	105
2014 Q1	$846K	Buy	+17,865	New	+$851K	0.11%	144

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

Patten & Patten's DXJ Position: Q2 2026 in Review

Patten & Patten increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 131% in Q2 2026, buying an estimated $2.07M and bringing the position to 21,691 shares worth $3.76M. The position accounts for 0.2% of the portfolio, ranked #97.

Patten & Patten first reported a position in DXJ in Q1 2014 and has held it in 12 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Patten & Patten held 21,691 shares of WisdomTree Japan Hedged Equity Fund worth $3.76M as of Q2 2026.
Patten & Patten bought 12,315 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $2.07M.
WisdomTree Japan Hedged Equity Fund made up 0.2% of Patten & Patten's portfolio in Q2 2026, its #97 holding.
Patten & Patten first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2014 and has held it in 12 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.