Sunbelt Securities’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Sunbelt Securities’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	$107K	Sell	672 -65	-9%	-$10.3K	0.01%	817
2025 Q4	$106K	Buy	737 +2	+0.3%	+$274	0.01%	807
2025 Q3	$94.1K	Sell	735 -284	-28%	-$34.9K	0.01%	845
2025 Q2	$112K	Hold	1,019	–	–	0.01%	741
2025 Q1	$112K	Hold	1,019	–	–	0.01%	709
2024 Q4	$112K	Buy	1,019 +24	+2%	+$2.63K	0.01%	740
2024 Q3	$105K	Sell	995 -1,185	-54%	-$126K	0.01%	746
2024 Q2	$246K	Buy	2,180 +534	+32%	+$58K	0.03%	500
2024 Q1	$179K	Buy	1,646 +1,118	+212%	+$111K	0.02%	565
2023 Q4	$46.4K	Buy	528 +9	+2%	+$796	0.01%	833
2023 Q3	$45.8K	Hold	519	–	–	0.01%	825
2023 Q2	$43.2K	Buy	519 +454	+698%	+$34.5K	0.01%	831
2023 Q1	$4.56K	Buy	+65	New	+$4.46K	﹤0.01%	1316

Other funds holding DXJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sunbelt Securities's DXJ Position: Q1 2026 in Review

Sunbelt Securities reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 8.8% in Q1 2026, selling an estimated $10.3K and leaving 672 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #817.

Sunbelt Securities first reported a position in DXJ in Q1 2023 and has held it in 13 quarters since. The position peaked at $246K in Q2 2024. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Sunbelt Securities held 672 shares of WisdomTree Japan Hedged Equity Fund worth $107K as of Q1 2026.
Sunbelt Securities sold 65 WisdomTree Japan Hedged Equity Fund shares in Q1 2026, an estimated $10.3K.
WisdomTree Japan Hedged Equity Fund made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #817 holding.
Sunbelt Securities first reported a position in WisdomTree Japan Hedged Equity Fund in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's WisdomTree Japan Hedged Equity Fund position peaked at $246K in Q2 2024.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.