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

Team 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 Q2	–	Sell	-555	Closed	-$88K	–	112
2026 Q1	$88K	Sell	555 -96	-15%	-$15.2K	0.04%	83
2025 Q4	$93.8K	Hold	651	–	–	0.04%	73
2025 Q3	$83.3K	Sell	651 -29	-4%	-$3.56K	0.04%	72
2025 Q2	$77.7K	Buy	+680	New	+$74.3K	0.04%	71
2024 Q1	–	Sell	-34	Closed	-$3.01K	–	76
2023 Q4	$3.01K	Hold	34	–	–	﹤0.01%	168
2023 Q3	$2.96K	Buy	+34	New	+$2.9K	﹤0.01%	162

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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $18.5B AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Team Financial Group's DXJ Position: Q2 2026 in Review

Team Financial Group sold out of WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026, closing a stake of 555 shares — an estimated $88K sold.

Team Financial Group first reported a position in DXJ in Q3 2023 and held it in 6 quarters. The position peaked at $93.8K in Q4 2025. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Team Financial Group reported no remaining WisdomTree Japan Hedged Equity Fund position as of Q2 2026 after selling out during the quarter.
Team Financial Group sold 555 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $88K.
Team Financial Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2023 and held it in 6 quarters.
Team Financial Group's WisdomTree Japan Hedged Equity Fund position peaked at $93.8K in Q4 2025.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.