Stonebridge Financial Group
DXJ icon

Stonebridge Financial Group’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Stonebridge Financial Group’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
Q3 		$4.05M Sell
67,302
-64,983
-49% -$3.84M 0.5% 47
2026
Q2 		$7.65M Buy
+132,285
New +$7.41M 1.06% 22

Other funds holding DXJ

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Employees Retirement System of Texas
Employees Retirement System of Texas Austin, Texas $12.2B AUM 27.55% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AGUR Provident & Training Funds Management
AGUR Provident & Training Funds Management Tel Aviv, Israel $4.41B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Stonebridge Financial Group's DXJ Position: Q3 2026 in Review

Stonebridge Financial Group reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 49% in Q3 2026, selling an estimated $3.84M and leaving 67,302 shares worth $4.05M. The position accounts for 0.5% of the portfolio, ranked #47.

Stonebridge Financial Group first reported a position in DXJ in Q2 2026 and has held it in 2 quarters since. The position peaked at $7.65M in Q2 2026. 369 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

  • Stonebridge Financial Group held 67,302 shares of WisdomTree Japan Hedged Equity Fund worth $4.05M as of Q3 2026.
  • Stonebridge Financial Group sold 64,983 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $3.84M.
  • WisdomTree Japan Hedged Equity Fund made up 0.5% of Stonebridge Financial Group's portfolio in Q3 2026, its #47 holding.
  • Stonebridge Financial Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2026 and has held it in 2 quarters since.
  • Stonebridge Financial Group's WisdomTree Japan Hedged Equity Fund position peaked at $7.65M in Q2 2026.
  • 369 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Stonebridge Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.