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United Capital Financial Advisors’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

United Capital Financial Advisors’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 		$2.59M Buy
44,835
+858
+2% +$48.1K 0.01% 518
2026
Q1 		$2.32M Buy
43,977
+13,008
+42% +$684K 0.01% 516
2025
Q4 		$1.49M Buy
30,969
+11,943
+63% +$546K 0.01% 616
2025
Q3 		$812K Buy
19,026
+2,922
+18% +$120K 0.01% 708
2025
Q2 		$613K Buy
16,104
+9,078
+129% +$331K ﹤0.01% 728
2025
Q1 		$258K Sell
7,026
-450
-6% -$16.5K ﹤0.01% 938
2024
Q4 		$275K Sell
7,476
-417
-5% -$15.2K ﹤0.01% 912
2024
Q3 		$279K Sell
7,893
-32,205
-80% -$1.14M ﹤0.01% 901
2024
Q2 		$1.51M Buy
40,098
+12,870
+47% +$466K 0.01% 451
2024
Q1 		$985K Buy
+27,228
New +$905K 0.01% 560
2018
Q3 		– Sell
-12,273
Closed -$221K – 1343
2018
Q2 		$221K Buy
+12,273
New +$231K ﹤0.01% 1197
2015
Q3 		– Sell
-219,300
Closed -$4.18M – 1259
2015
Q2 		$4.18M Buy
219,300
+198,762
+968% +$3.84M 0.05% 384
2015
Q1 		$386K Buy
+20,538
New +$357K ﹤0.01% 997
2014
Q4 		– Sell
-18,090
Closed -$315K – 1157
2014
Q3 		$315K Buy
+18,090
New +$304K 0.01% 920
2013
Q4 		– Sell
-184,944
Closed -$2.96M – 671
2013
Q3 		$2.96M Sell
184,944
-138,708
-43% -$2.17M 0.09% 206
2013
Q2 		$4.92M Buy
+323,652
New +$5.04M 0.13% 190

Other funds holding DXJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Schroder Investment Management Group
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

United Capital Financial Advisors's DXJ Position: Q2 2026 in Review

United Capital Financial Advisors increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 2% in Q2 2026, buying an estimated $48.1K and bringing the position to 44,835 shares worth $2.59M. The position accounts for 0.01% of the portfolio, ranked #518.

United Capital Financial Advisors first reported a position in DXJ in Q2 2013 and has held it in 16 quarters since. The position peaked at $4.92M in Q2 2013. 422 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

  • United Capital Financial Advisors held 44,835 shares of WisdomTree Japan Hedged Equity Fund worth $2.59M as of Q2 2026.
  • United Capital Financial Advisors bought 858 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $48.1K.
  • WisdomTree Japan Hedged Equity Fund made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #518 holding.
  • United Capital Financial Advisors first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2013 and has held it in 16 quarters since.
  • United Capital Financial Advisors's WisdomTree Japan Hedged Equity Fund position peaked at $4.92M in Q2 2013.
  • 422 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.