Unison Asset Management’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Unison Asset Management’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	$666K	Hold	4,200	–	–	0.3%	25
2025 Q4	$605K	Hold	4,200	–	–	0.27%	24
2025 Q3	$538K	Hold	4,200	–	–	0.25%	25
2025 Q2	$480K	Hold	4,200	–	–	0.24%	23
2025 Q1	$463K	Hold	4,200	–	–	0.27%	23
2024 Q4	$463K	Hold	4,200	–	–	0.23%	24
2024 Q3	$445K	Hold	4,200	–	–	0.21%	26
2024 Q2	$474K	Hold	4,200	–	–	0.24%	26
2024 Q1	$456K	Hold	4,200	–	–	0.24%	26
2023 Q4	$370K	Hold	4,200	–	–	0.22%	29
2023 Q3	$371K	Hold	4,200	–	–	0.24%	29
2023 Q2	$350K	Hold	4,200	–	–	0.23%	29
2023 Q1	$297K	Hold	4,200	–	–	0.23%	31
2022 Q4	$270K	Hold	4,200	–	–	0.22%	32
2022 Q3	$259K	Buy	+4,200	New	+$270K	0.23%	33

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 $58.2B AUM 22.78% 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

Unison Asset Management's DXJ Position: Q1 2026 in Review

Unison Asset Management held its WisdomTree Japan Hedged Equity Fund (DXJ) position steady in Q1 2026 at 4,200 shares worth $666K. The position accounts for 0.3% of the portfolio, ranked #25.

Unison Asset Management first reported a position in DXJ in Q3 2022 and has held it in 15 quarters since. 394 funds tracked by Wall St. Rank hold DXJ as of Q1 2026.

Unison Asset Management held 4,200 shares of WisdomTree Japan Hedged Equity Fund worth $666K as of Q1 2026.
Unison Asset Management left its WisdomTree Japan Hedged Equity Fund share count unchanged in Q1 2026.
WisdomTree Japan Hedged Equity Fund made up 0.3% of Unison Asset Management's portfolio in Q1 2026, its #25 holding.
Unison Asset Management first reported a position in WisdomTree Japan Hedged Equity Fund in Q3 2022 and has held it in 15 quarters since.
394 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q1 2026.

Based on Unison Asset Management's 13F filing for Q1 2026, filed 29 Apr 2026.