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

SCS 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 Q1	$586K	Sell	3,698 -5,582	-60%	-$881K	0.01%	336
2025 Q4	$1.34M	Sell	9,280 -1,703	-16%	-$233K	0.01%	253
2025 Q3	$1.41M	Sell	10,983 -2,859	-21%	-$351K	0.02%	251
2025 Q2	$1.58M	Sell	13,842 -4,612	-25%	-$504K	0.02%	239
2025 Q1	$2.03M	Buy	+18,454	New	+$2.03M	0.03%	199
2019 Q4	–	Sell	-7,886	Closed	-$398K	–	30
2019 Q3	$398K	Sell	7,886 -39,620	-83%	-$1.92M	0.01%	24
2019 Q2	$2.31M	Sell	47,506 -478,359	-91%	-$23.9M	0.08%	22
2019 Q1	$26.6M	Buy	525,865 +68,358	+15%	+$3.41M	0.99%	15
2018 Q4	$21.2M	Sell	457,507 -644,039	-58%	-$33.6M	0.83%	17
2018 Q3	$63.8M	Buy	1,101,546 +44,650	+4%	+$2.45M	2.18%	9
2018 Q2	$57.1M	Buy	1,056,896 +81,411	+8%	+$4.61M	2.05%	10
2018 Q1	$54.6M	Buy	975,485 +261,543	+37%	+$15.2M	1.99%	11
2017 Q4	$42.4M	Sell	713,942 -269,751	-27%	-$15.6M	1.35%	12
2017 Q3	$53.8M	Buy	983,693 +438,898	+81%	+$23M	1.31%	14
2017 Q2	$28.3M	Buy	544,795 +215,632	+66%	+$11M	0.77%	12
2017 Q1	$16.7M	Buy	329,163 +234,339	+247%	+$11.9M	0.59%	15
2016 Q4	$4.7M	Buy	+94,824	New	+$4.45M	0.18%	17
2015 Q4	–	Sell	-367,922	Closed	-$17.9M	–	18
2015 Q3	$17.9M	Hold	367,922	–	–	0.85%	10
2015 Q2	$21M	Buy	367,922 +95	+0%	+$5.51K	1.13%	8
2015 Q1	$20.3M	Buy	+367,827	New	+$19.2M	1.02%	9
2014 Q2	–	Sell	-183,380	Closed	-$8.68M	–	20
2014 Q1	$8.68M	Sell	183,380 -11,743	-6%	-$559K	0.56%	7
2013 Q4	$9.92M	Buy	195,123 +173,112	+786%	+$8.41M	0.85%	9
2013 Q3	$1.05M	Buy	+22,011	New	+$1.03M	0.1%	16

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 $58.2B AUM 22.78% 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

SCS Capital Management's DXJ Position: Q1 2026 in Review

SCS Capital Management reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 60% in Q1 2026, selling an estimated $881K and leaving 3,698 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #336.

SCS Capital Management first reported a position in DXJ in Q3 2013 and has held it in 23 quarters since. The position peaked at $63.8M in Q3 2018. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

SCS Capital Management held 3,698 shares of WisdomTree Japan Hedged Equity Fund worth $586K as of Q1 2026.
SCS Capital Management sold 5,582 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $881K.
WisdomTree Japan Hedged Equity Fund made up 0.01% of SCS Capital Management's portfolio in Q1 2026, its #336 holding.
SCS Capital Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2013 and has held it in 23 quarters since.
SCS Capital Management's WisdomTree Japan Hedged Equity Fund position peaked at $63.8M in Q3 2018.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on SCS Capital Management's 13F filing for Q1 2026, filed 11 May 2026.