Schrum Private Wealth Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Schrum Private 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 Q1	$460K	Hold	2,900	–	–	0.35%	70
2025 Q4	$418K	Hold	2,900	–	–	0.31%	74
2025 Q3	$371K	Hold	2,900	–	–	0.27%	89
2025 Q2	$331K	Hold	2,900	–	–	0.27%	92
2025 Q1	$320K	Hold	2,900	–	–	0.28%	90
2024 Q4	$320K	Sell	2,900 -2,900	-50%	-$318K	0.27%	89
2024 Q3	$615K	Buy	5,800 +2,900	+100%	+$308K	0.32%	73
2024 Q2	$327K	Hold	2,900	–	–	0.3%	83
2024 Q1	$315K	Hold	2,900	–	–	0.29%	84
2023 Q4	$255K	Hold	2,900	–	–	0.36%	70
2023 Q3	$256K	Hold	2,900	–	–	0.29%	89
2023 Q2	$241K	Hold	2,900	–	–	0.26%	94
2023 Q1	$205K	Buy	+2,900	New	+$199K	0.24%	105

Other funds holding DXJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Schrum Private Wealth Management's DXJ Position: Q1 2026 in Review

Schrum Private Wealth Management held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q1 2026 at 2,900 shares worth $460K. The position accounts for 0.35% of the portfolio, ranked #70.

Schrum Private Wealth Management first reported a position in DXJ in Q1 2023 and has held it in 13 quarters since. The position peaked at $615K in Q3 2024. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Schrum Private Wealth Management held 2,900 shares of WisdomTree Japan Hedged Equity Fund worth $460K as of Q1 2026.
Schrum Private Wealth Management left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q1 2026.
WisdomTree Japan Hedged Equity Fund made up 0.35% of Schrum Private Wealth Management's portfolio in Q1 2026, its #70 holding.
Schrum Private Wealth Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2023 and has held it in 13 quarters since.
Schrum Private Wealth Management's WisdomTree Japan Hedged Equity Fund position peaked at $615K in Q3 2024.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Schrum Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.