Steward Partners Investment Advisory’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.28M | Sell |
7,375
-54
| -0.7% | -$9.08K | 0.01% | 1140 |
|
|
2026
Q1 | $1.18M | Buy |
7,429
+3,447
| +87% | +$544K | 0.01% | 1073 |
|
|
2025
Q4 | $574K | Buy |
3,982
+1,399
| +54% | +$192K | ﹤0.01% | 1340 |
|
|
2025
Q3 | $331K | Sell |
2,583
-597
| -19% | -$73.3K | ﹤0.01% | 1603 |
|
|
2025
Q2 | $363K | Sell |
3,180
-28,491
| -90% | -$3.11M | ﹤0.01% | 1452 |
|
|
2025
Q1 | $3.49M | Buy |
31,671
+7,090
| +29% | +$780K | 0.03% | 494 |
|
|
2024
Q4 | $2.71M | Sell |
24,581
-2,793
| -10% | -$306K | 0.02% | 547 |
|
|
2024
Q3 | $2.9M | Sell |
27,374
-733
| -3% | -$77.9K | 0.03% | 513 |
|
|
2024
Q2 | $3.17M | Buy |
28,107
+5,049
| +22% | +$548K | 0.03% | 460 |
|
|
2024
Q1 | $2.5M | Buy |
23,058
+1,292
| +6% | +$129K | 0.03% | 508 |
|
|
2023
Q4 | $1.91M | Buy |
21,766
+1,779
| +9% | +$157K | 0.03% | 516 |
|
|
2023
Q3 | $1.76M | Buy |
19,987
+18,654
| +1,399% | +$1.59M | 0.03% | 502 |
|
|
2023
Q2 | $111K | Buy |
1,333
+200
| +18% | +$15.2K | ﹤0.01% | 1537 |
|
|
2023
Q1 | $80.1K | Hold |
1,133
| – | – | ﹤0.01% | 1673 |
|
|
2022
Q4 | $72.8K | Hold |
1,133
| – | – | ﹤0.01% | 1684 |
|
|
2022
Q3 | $70K | Hold |
1,133
| – | – | ﹤0.01% | 1631 |
|
|
2022
Q2 | $71K | Hold |
1,133
| – | – | ﹤0.01% | 1634 |
|
|
2022
Q1 | $73K | Hold |
1,133
| – | – | ﹤0.01% | 1728 |
|
|
2021
Q4 | $71K | Hold |
1,133
| – | – | ﹤0.01% | 1735 |
|
|
2021
Q3 | $72K | Hold |
1,133
| – | – | ﹤0.01% | 1693 |
|
|
2021
Q2 | $69K | Sell |
1,133
-613
| -35% | -$37.3K | ﹤0.01% | 2748 |
|
|
2021
Q1 | $107K | Buy |
1,746
+1,603
| +1,121% | +$93.5K | ﹤0.01% | 1585 |
|
|
2020
Q4 | $8K | Buy |
143
+10
| +8% | +$517 | ﹤0.01% | 2376 |
|
|
2020
Q3 | $7K | Hold |
133
| – | – | ﹤0.01% | 2249 |
|
|
2020
Q2 | $6K | Sell |
133
-1,521
| -92% | -$69.2K | ﹤0.01% | 2206 |
|
|
2020
Q1 | $69K | Sell |
1,654
-1,000
| -38% | -$49.1K | ﹤0.01% | 1137 |
|
|
2019
Q4 | $142K | Sell |
2,654
-98
| -4% | -$5.23K | ﹤0.01% | 991 |
|
|
2019
Q3 | $138K | Sell |
2,752
-600
| -18% | -$29K | ﹤0.01% | 962 |
|
|
2019
Q2 | $163K | Buy |
+3,352
| New | +$167K | 0.01% | 876 |
|
|
2018
Q4 | – | Sell |
-2,804
| Closed | -$163K | – | 1111 |
|
|
2018
Q3 | $163K | Sell |
2,804
-482
| -15% | -$26.5K | 0.01% | 780 |
|
|
2018
Q2 | $177K | Buy |
3,286
+1,580
| +93% | +$89.4K | 0.01% | 683 |
|
|
2018
Q1 | $95K | Sell |
1,706
-1,417
| -45% | -$82.5K | 0.01% | 793 |
|
|
2017
Q4 | $185K | Buy |
3,123
+1,932
| +162% | +$111K | 0.01% | 529 |
|
|
2017
Q3 | $65K | Sell |
1,191
-121,441
| -99% | -$6.37M | 0.01% | 628 |
|
|
2017
Q2 | $6.38M | Buy |
122,632
+8,151
| +7% | +$417K | 0.72% | 33 |
|
|
2017
Q1 | $5.79M | Buy |
+114,481
| New | +$5.83M | 0.88% | 29 |
|
Other funds holding DXJ
APTFM
Steward Partners Investment Advisory's DXJ Position: Q2 2026 in Review
Steward Partners Investment Advisory reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 0.73% in Q2 2026, selling an estimated $9.08K and leaving 7,375 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1140.
Steward Partners Investment Advisory first reported a position in DXJ in Q1 2017 and has held it in 36 quarters since. The position peaked at $6.38M in Q2 2017. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.
- Steward Partners Investment Advisory held 7,375 shares of WisdomTree Japan Hedged Equity Fund worth $1.28M as of Q2 2026.
- Steward Partners Investment Advisory sold 54 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $9.08K.
- WisdomTree Japan Hedged Equity Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1140 holding.
- Steward Partners Investment Advisory first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2017 and has held it in 36 quarters since.
- Steward Partners Investment Advisory's WisdomTree Japan Hedged Equity Fund position peaked at $6.38M in Q2 2017.
- 421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.