South Shore Capital Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

South Shore Capital Advisors’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	$485K	Sell	3,060 -1,100	-26%	-$174K	0.35%	61
2025 Q4	$600K	Buy	+4,160	New	+$570K	0.44%	47
2022 Q3	$312K	Buy	+5,060	New	+$326K	0.73%	46
2021 Q4	–	Sell	-10,060	Closed	-$635K	–	99
2021 Q3	$635K	Buy	+10,060	New	+$620K	1.15%	25

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

South Shore Capital Advisors's DXJ Position: Q1 2026 in Review

South Shore Capital Advisors reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 26% in Q1 2026, selling an estimated $174K and leaving 3,060 shares worth $485K. The position accounts for 0.35% of the portfolio, ranked #61.

South Shore Capital Advisors first reported a position in DXJ in Q3 2021 and has held it in 4 quarters since. The position peaked at $635K in Q3 2021. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

South Shore Capital Advisors held 3,060 shares of WisdomTree Japan Hedged Equity Fund worth $485K as of Q1 2026.
South Shore Capital Advisors sold 1,100 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $174K.
WisdomTree Japan Hedged Equity Fund made up 0.35% of South Shore Capital Advisors's portfolio in Q1 2026, its #61 holding.
South Shore Capital Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2021 and has held it in 4 quarters since.
South Shore Capital Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $635K in Q3 2021.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on South Shore Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.