Rice Partnership’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Rice Partnership’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	$34.1M	Buy	196,780 +4,115	+2%	+$692K	4.14%	6
2026 Q1	$30.6M	Buy	192,665 +9,749	+5%	+$1.54M	4.18%	4
2025 Q4	$26.4M	Buy	182,916 +75,670	+71%	+$10.4M	3.57%	10
2025 Q3	$13.7M	Buy	107,246 +8,692	+9%	+$1.07M	1.95%	16
2025 Q2	$11.3M	Buy	98,554 +10,261	+12%	+$1.12M	1.96%	17
2025 Q1	$9.73M	Buy	88,293 +18,236	+26%	+$2.01M	2%	17
2024 Q4	$7.73M	Buy	+70,057	New	+$7.67M	1.47%	20
2018 Q4	–	Sell	-112,558	Closed	-$6.52M	–	69
2018 Q3	$6.52M	Sell	112,558 -5,041	-4%	-$277K	4.12%	5
2018 Q2	$6.35M	Buy	117,599 +1,112	+1%	+$62.9K	4.18%	4
2018 Q1	$6.52M	Buy	116,487 +7,064	+6%	+$411K	4.35%	5
2017 Q4	$6.49M	Buy	+109,423	New	+$6.31M	4.56%	4

Other funds holding DXJ

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $900M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PWP

Precedent Wealth Partners Houston, Texas $601M AUM 23.36% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

JBGlobal.com New York $114M AUM 14.03% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Rice Partnership's DXJ Position: Q2 2026 in Review

Rice Partnership increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2.1% in Q2 2026, buying an estimated $692K and bringing the position to 196,780 shares worth $34.1M. The position accounts for 4.14% of the portfolio, ranked #6.

Rice Partnership first reported a position in DXJ in Q4 2017 and has held it in 11 quarters since. 162 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Rice Partnership held 196,780 shares of WisdomTree Japan Hedged Equity Fund worth $34.1M as of Q2 2026.
Rice Partnership bought 4,115 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $692K.
WisdomTree Japan Hedged Equity Fund made up 4.14% of Rice Partnership's portfolio in Q2 2026, its #6 holding.
Rice Partnership first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and has held it in 11 quarters since.
162 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.