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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
Q1 		$1.07M Sell
6,746
-2,200
-25% -$347K 0.01% 228
2025
Q4 		$1.29M Buy
8,946
+985
+12% +$135K 0.01% 210
2025
Q3 		$1.02M Buy
+7,961
New +$977K 0.01% 227
2025
Q2 		– Sell
-21,370
Closed -$2.35M – 431
2025
Q1 		$2.35M Sell
21,370
-18,635
-47% -$2.05M 0.04% 169
2024
Q4 		$4.41M Buy
40,005
+14,030
+54% +$1.54M 0.06% 145
2024
Q3 		$2.75M Sell
25,975
-29,177
-53% -$3.1M 0.04% 171
2024
Q2 		$6.22M Sell
55,152
-2,786
-5% -$303K 0.09% 120
2024
Q1 		$6.29M Sell
57,938
-15,550
-21% -$1.55M 0.09% 118
2023
Q4 		$6.47M Buy
73,488
+23,815
+48% +$2.11M 0.11% 94
2023
Q3 		$4.4M Buy
49,673
+8,489
+21% +$724K 0.08% 114
2023
Q2 		$3.43M Buy
+41,184
New +$3.13M 0.07% 116
2022
Q3 		– Sell
-3,482
Closed -$218K – 345
2022
Q2 		$218K Buy
+3,482
New +$222K ﹤0.01% 350
2020
Q1 		– Sell
-22,906
Closed -$1.23M – 310
2019
Q4 		$1.23M Sell
22,906
-4,942
-18% -$264K 0.05% 151
2019
Q3 		$1.34M Buy
+27,848
New +$1.35M 0.06% 140

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Phoenix Financial's DXJ Position: Q1 2026 in Review

Phoenix Financial reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 25% in Q1 2026, selling an estimated $347K and leaving 6,746 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #228.

Phoenix Financial first reported a position in DXJ in Q3 2019 and has held it in 14 quarters since. The position peaked at $6.47M in Q4 2023. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

  • Phoenix Financial held 6,746 shares of WisdomTree Japan Hedged Equity Fund worth $1.07M as of Q1 2026.
  • Phoenix Financial sold 2,200 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $347K.
  • WisdomTree Japan Hedged Equity Fund made up 0.01% of Phoenix Financial's portfolio in Q1 2026, its #228 holding.
  • Phoenix Financial first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2019 and has held it in 14 quarters since.
  • Phoenix Financial's WisdomTree Japan Hedged Equity Fund position peaked at $6.47M in Q4 2023.
  • 394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.