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

Welch 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	$531K	Buy	3,058 +467	+18%	+$78.5K	0.02%	181
2026 Q1	$411K	Buy	2,591 +395	+18%	+$62.3K	0.02%	204
2025 Q4	$317K	Hold	2,196	–	–	0.01%	231
2025 Q3	$281K	Buy	2,196 +169	+8%	+$20.7K	0.01%	235
2025 Q2	$232K	Buy	+2,027	New	+$222K	0.01%	244

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

Welch Group's DXJ Position: Q2 2026 in Review

Welch Group increased its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 18% in Q2 2026, buying an estimated $78.5K and bringing the position to 3,058 shares worth $531K. The position accounts for 0.02% of the portfolio, ranked #181.

Welch Group first reported a position in DXJ in Q2 2025 and has held it in 5 quarters since. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

Welch Group held 3,058 shares of WisdomTree Japan Hedged Equity Fund worth $531K as of Q2 2026.
Welch Group bought 467 WisdomTree Japan Hedged Equity Fund shares in Q2 2026, an estimated $78.5K.
WisdomTree Japan Hedged Equity Fund made up 0.02% of Welch Group's portfolio in Q2 2026, its #181 holding.
Welch Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2025 and has held it in 5 quarters since.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.