Rice Partnership
DXJ icon

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
Q3 		$35.9M Buy
595,830
+5,490
+0.9% +$325K 4.15% 6
2026
Q2 		$34.1M Buy
590,340
+12,345
+2% +$692K 4.14% 6
2026
Q1 		$30.6M Buy
577,995
+29,247
+5% +$1.54M 4.18% 4
2025
Q4 		$26.4M Buy
548,748
+227,010
+71% +$10.4M 3.57% 10
2025
Q3 		$13.7M Buy
321,738
+26,076
+9% +$1.07M 1.95% 16
2025
Q2 		$11.3M Buy
295,662
+30,783
+12% +$1.12M 1.96% 17
2025
Q1 		$9.7M Buy
264,879
+54,708
+26% +$2.01M 2% 17
2024
Q4 		$7.73M Buy
+210,171
New +$7.67M 1.47% 20
2018
Q4 		– Sell
-337,674
Closed -$6.52M – 69
2018
Q3 		$6.52M Sell
337,674
-15,123
-4% -$277K 4.12% 5
2018
Q2 		$6.35M Buy
352,797
+3,336
+1% +$62.9K 4.18% 4
2018
Q1 		$6.52M Buy
349,461
+21,192
+6% +$411K 4.35% 5
2017
Q4 		$6.49M Buy
+328,269
New +$6.31M 4.56% 4

Other funds holding DXJ

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Rice Partnership's DXJ Position: Q3 2026 in Review

Rice Partnership increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.93% in Q3 2026, buying an estimated $325K and bringing the position to 595,830 shares worth $35.9M. The position accounts for 4.15% of the portfolio, ranked #6.

Rice Partnership first reported a position in DXJ in Q4 2017 and has held it in 12 quarters since. 249 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

  • Rice Partnership held 595,830 shares of WisdomTree Japan Hedged Equity Fund worth $35.9M as of Q3 2026.
  • Rice Partnership bought 5,490 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $325K.
  • WisdomTree Japan Hedged Equity Fund made up 4.15% of Rice Partnership's portfolio in Q3 2026, its #6 holding.
  • Rice Partnership first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2017 and has held it in 12 quarters since.
  • 249 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Rice Partnership's 13F filing for Q3 2026, filed 9 Nov 2026.