Robertson Stephens Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Robertson Stephens Wealth 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	$1.06M	Sell	6,135 -7	-0.1%	-$1.18K	0.03%	304
2026 Q1	$974K	Buy	6,142 +517	+9%	+$81.6K	0.03%	302
2025 Q4	$811K	Buy	+5,625	New	+$771K	0.02%	344
2024 Q2	–	Sell	-5,628	Closed	-$611K	–	504
2024 Q1	$611K	Hold	5,628	–	–	0.03%	310
2023 Q4	$495K	Hold	5,628	–	–	0.03%	310
2023 Q3	$497K	Hold	5,628	–	–	0.03%	306
2023 Q2	$469K	Hold	5,628	–	–	0.03%	288
2023 Q1	$398K	Buy	5,628 +10	+0.2%	+$686	0.03%	322
2022 Q4	$361K	Hold	5,618	–	–	0.04%	303
2022 Q3	$346K	Hold	5,618	–	–	0.04%	263
2022 Q2	$350K	Hold	5,618	–	–	0.03%	282
2022 Q1	$359K	Hold	5,618	–	–	0.03%	287
2021 Q4	$351K	Sell	5,618 -132	-2%	-$8.29K	0.03%	297
2021 Q3	$363K	Sell	5,750 -332	-5%	-$20.5K	0.04%	233
2021 Q2	$371K	Buy	6,082 +14	+0.2%	+$852	0.04%	235
2021 Q1	$372K	Sell	6,068 -3,483	-36%	-$203K	0.06%	205
2020 Q4	$519K	Hold	9,551	–	–	0.11%	139
2020 Q3	$468K	Buy	+9,551	New	+$458K	0.12%	142

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Robertson Stephens Wealth Management's DXJ Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.11% in Q2 2026, selling an estimated $1.18K and leaving 6,135 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #304.

Robertson Stephens Wealth Management first reported a position in DXJ in Q3 2020 and has held it in 18 quarters since. 419 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Robertson Stephens Wealth Management held 6,135 shares of WisdomTree Japan Hedged Equity Fund worth $1.06M as of Q2 2026.
Robertson Stephens Wealth Management sold 7 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $1.18K.
WisdomTree Japan Hedged Equity Fund made up 0.03% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #304 holding.
Robertson Stephens Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2020 and has held it in 18 quarters since.
419 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.