Penobscot Investment Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Penobscot Investment Management’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	$434K	Hold	2,500	–	–	0.03%	234
2026 Q1	$396K	Hold	2,500	–	–	0.03%	243
2025 Q4	$360K	Hold	2,500	–	–	0.03%	251
2025 Q3	$320K	Hold	2,500	–	–	0.02%	261
2025 Q2	$286K	Hold	2,500	–	–	0.02%	272
2025 Q1	$275K	Hold	2,500	–	–	0.03%	265
2024 Q4	$276K	Hold	2,500	–	–	0.03%	265
2024 Q3	$265K	Hold	2,500	–	–	0.02%	275
2024 Q2	$282K	Hold	2,500	–	–	0.03%	269
2024 Q1	$271K	Hold	2,500	–	–	0.03%	264
2023 Q4	$220K	Hold	2,500	–	–	0.03%	274
2023 Q3	$221K	Buy	+2,500	New	+$213K	0.03%	260

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

Penobscot Investment Management's DXJ Position: Q2 2026 in Review

Penobscot Investment Management held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 2,500 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #234.

Penobscot Investment Management first reported a position in DXJ in Q3 2023 and has held it in 12 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Penobscot Investment Management held 2,500 shares of WisdomTree Japan Hedged Equity Fund worth $434K as of Q2 2026.
Penobscot Investment Management left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.03% of Penobscot Investment Management's portfolio in Q2 2026, its #234 holding.
Penobscot Investment Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 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 Penobscot Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.