Rockefeller Capital Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Rockefeller Capital 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	$24.6M	Buy	141,544 +3,050	+2%	+$513K	0.04%	423
2026 Q1	$22M	Buy	138,494 +5,084	+4%	+$802K	0.04%	421
2025 Q4	$19.2M	Buy	133,410 +2,798	+2%	+$384K	0.03%	448
2025 Q3	$16.7M	Buy	130,612 +151	+0.1%	+$18.5K	0.03%	469
2025 Q2	$14.9M	Buy	130,461 +4,250	+3%	+$464K	0.03%	474
2025 Q1	$13.9M	Buy	126,211 +6,980	+6%	+$768K	0.03%	467
2024 Q4	$13.2M	Buy	119,231 +9,208	+8%	+$1.01M	0.03%	467
2024 Q3	$11.7M	Buy	110,023 +29,964	+37%	+$3.18M	0.03%	501
2024 Q2	$9.03M	Buy	80,059 +19,408	+32%	+$2.11M	0.03%	545
2024 Q1	$6.58M	Buy	60,651 +48,642	+405%	+$4.85M	0.02%	618
2023 Q4	$1.06M	Buy	12,009 +7	+0.1%	+$619	﹤0.01%	1117
2023 Q3	$1.06M	Buy	12,002 +72	+0.6%	+$6.14K	﹤0.01%	1062
2023 Q2	$993K	Buy	11,930 +7,465	+167%	+$568K	﹤0.01%	1090
2023 Q1	$315K	Sell	4,465 -448	-9%	-$30.7K	﹤0.01%	1554
2022 Q4	$315K	Sell	4,913 -134	-3%	-$8.83K	﹤0.01%	1452
2022 Q3	$311K	Sell	5,047 -53	-1%	-$3.41K	﹤0.01%	1453
2022 Q2	$318K	Sell	5,100 -7,423	-59%	-$472K	﹤0.01%	1450
2022 Q1	$801K	Sell	12,523 -261	-2%	-$16.4K	﹤0.01%	1133
2021 Q4	$799K	Sell	12,784 -1,524	-11%	-$95.7K	﹤0.01%	1134
2021 Q3	$903K	Buy	14,308 +1,199	+9%	+$73.9K	﹤0.01%	1038
2021 Q2	$799K	Buy	13,109 +10,595	+421%	+$645K	﹤0.01%	1008
2021 Q1	$153K	Sell	2,514 -1,282	-34%	-$74.8K	﹤0.01%	1422
2020 Q4	$206K	Buy	3,796 +777	+26%	+$40.1K	﹤0.01%	1184
2020 Q3	$147K	Sell	3,019 -5,335	-64%	-$256K	﹤0.01%	1138
2020 Q2	$393K	Buy	8,354 +5,005	+149%	+$228K	﹤0.01%	779
2020 Q1	$141K	Sell	3,349 -1,894	-36%	-$93.1K	﹤0.01%	908
2019 Q4	$282K	Buy	5,243 +4,252	+429%	+$227K	﹤0.01%	695
2019 Q3	$50K	Buy	991 +1	+0.1%	+$48	﹤0.01%	969
2019 Q2	$48K	Sell	990 -1,316	-57%	-$65.6K	﹤0.01%	816
2019 Q1	$117K	Buy	+2,306	New	+$115K	﹤0.01%	719

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

Rockefeller Capital Management's DXJ Position: Q2 2026 in Review

Rockefeller Capital Management increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2.2% in Q2 2026, buying an estimated $513K and bringing the position to 141,544 shares worth $24.6M. The position accounts for 0.04% of the portfolio, ranked #423.

Rockefeller Capital Management first reported a position in DXJ in Q1 2019 and has held it in 30 quarters since. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Rockefeller Capital Management held 141,544 shares of WisdomTree Japan Hedged Equity Fund worth $24.6M as of Q2 2026.
Rockefeller Capital Management bought 3,050 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $513K.
WisdomTree Japan Hedged Equity Fund made up 0.04% of Rockefeller Capital Management's portfolio in Q2 2026, its #423 holding.
Rockefeller Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2019 and has held it in 30 quarters since.
422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.