Welch Group
DXJ icon

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
Q3 		$338K Sell
5,610
-3,564
-39% -$211K 0.01% 239
2026
Q2 		$531K Buy
9,174
+1,401
+18% +$78.5K 0.02% 181
2026
Q1 		$411K Buy
7,773
+1,185
+18% +$62.3K 0.02% 204
2025
Q4 		$317K Hold
6,588
– – 0.01% 231
2025
Q3 		$281K Buy
6,588
+507
+8% +$20.7K 0.01% 235
2025
Q2 		$232K Buy
+6,081
New +$222K 0.01% 244

Other funds holding DXJ

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
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Ayalon Insurance Company
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Wealth Enhancement Trust Services
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Welch Group's DXJ Position: Q3 2026 in Review

Welch Group reduced its WisdomTree Japan Hedged Equity Fund (DXJ) stake by 39% in Q3 2026, selling an estimated $211K and leaving 5,610 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #239.

Welch Group first reported a position in DXJ in Q2 2025 and has held it in 6 quarters since. The position peaked at $531K in Q2 2026. 237 funds tracked by Wall St. Rank hold DXJ as of Q3 2026.

  • Welch Group held 5,610 shares of WisdomTree Japan Hedged Equity Fund worth $338K as of Q3 2026.
  • Welch Group sold 3,564 WisdomTree Japan Hedged Equity Fund shares in Q3 2026, an estimated $211K.
  • WisdomTree Japan Hedged Equity Fund made up 0.01% of Welch Group's portfolio in Q3 2026, its #239 holding.
  • Welch Group first reported a position in WisdomTree Japan Hedged Equity Fund in Q2 2025 and has held it in 6 quarters since.
  • Welch Group's WisdomTree Japan Hedged Equity Fund position peaked at $531K in Q2 2026.
  • 237 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.