Phoenix Financial’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Phoenix Financial’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	$1.17M	Hold	20,238	–	–	0.01%	246
2026 Q1	$1.07M	Sell	20,238 -6,600	-25%	-$347K	0.01%	228
2025 Q4	$1.29M	Buy	26,838 +2,955	+12%	+$135K	0.01%	210
2025 Q3	$1.02M	Buy	+23,883	New	+$977K	0.01%	227
2025 Q2	–	Sell	-64,110	Closed	-$2.35M	–	431
2025 Q1	$2.35M	Sell	64,110 -55,905	-47%	-$2.05M	0.04%	169
2024 Q4	$4.41M	Buy	120,015 +42,090	+54%	+$1.54M	0.06%	145
2024 Q3	$2.75M	Sell	77,925 -87,531	-53%	-$3.1M	0.04%	171
2024 Q2	$6.22M	Sell	165,456 -8,358	-5%	-$303K	0.09%	120
2024 Q1	$6.29M	Sell	173,814 -46,650	-21%	-$1.55M	0.09%	118
2023 Q4	$6.47M	Buy	220,464 +71,445	+48%	+$2.11M	0.11%	94
2023 Q3	$4.4M	Buy	149,019 +25,467	+21%	+$724K	0.08%	114
2023 Q2	$3.43M	Buy	+123,552	New	+$3.13M	0.07%	116
2022 Q3	–	Sell	-10,446	Closed	-$218K	–	345
2022 Q2	$218K	Buy	+10,446	New	+$222K	﹤0.01%	350
2020 Q1	–	Sell	-68,718	Closed	-$1.23M	–	310
2019 Q4	$1.23M	Sell	68,718 -14,826	-18%	-$264K	0.05%	151
2019 Q3	$1.34M	Buy	+83,544	New	+$1.35M	0.06%	140

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

Phoenix Financial's DXJ Position: Q2 2026 in Review

Phoenix Financial held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q2 2026 at 20,238 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #246.

Phoenix Financial first reported a position in DXJ in Q3 2019 and has held it in 15 quarters since. The position peaked at $6.47M in Q4 2023. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Phoenix Financial held 20,238 shares of WisdomTree Japan Hedged Equity Fund worth $1.17M as of Q2 2026.
Phoenix Financial left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up 0.01% of Phoenix Financial's portfolio in Q2 2026, its #246 holding.
Phoenix Financial first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2019 and has held it in 15 quarters since.
Phoenix Financial's WisdomTree Japan Hedged Equity Fund position peaked at $6.47M in Q4 2023.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.