Wealth Enhancement Trust Services
DXJ icon

Wealth Enhancement Trust Services’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

Wealth Enhancement Trust Services’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 		$16M Sell
265,830
-25,260
-9% -$1.49M 1.71% 10
2026
Q2 		$16.8M Sell
291,090
-9,282
-3% -$520K 1.87% 10
2026
Q1 		$15.9M Sell
300,372
-52,482
-15% -$2.76M 1.92% 9
2025
Q4 		$17M Buy
+352,854
New +$16.1M 2.14% 9

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

Wealth Enhancement Trust Services's DXJ Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 8.7% in Q3 2026, selling an estimated $1.49M and leaving 265,830 shares worth $16M. The position accounts for 1.71% of the portfolio, ranked #10.

Wealth Enhancement Trust Services first reported a position in DXJ in Q4 2025 and has held it in 4 quarters since. The position peaked at $17M in Q4 2025. 369 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

  • Wealth Enhancement Trust Services held 265,830 shares of WisdomTree Japan Hedged Equity Fund worth $16M as of Q3 2026.
  • Wealth Enhancement Trust Services sold 25,260 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $1.49M.
  • WisdomTree Japan Hedged Equity Fund made up 1.71% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #10 holding.
  • Wealth Enhancement Trust Services first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's WisdomTree Japan Hedged Equity Fund position peaked at $17M in Q4 2025.
  • 369 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.