WhitTier Trust Company’s WisdomTree Japan Hedged Equity Fund DXJ Stock Holding History

WhitTier Trust Company’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	$75K	Buy	+427	New	+$71.8K	﹤0.01%	661
2024 Q4	–	Sell	-34	Closed	-$3.6K	–	1368
2024 Q3	$3.6K	Hold	34	–	–	﹤0.01%	1159
2024 Q2	$3.83K	Hold	34	–	–	﹤0.01%	1102
2024 Q1	$3.69K	Hold	34	–	–	﹤0.01%	1071
2023 Q4	$2.99K	Hold	34	–	–	﹤0.01%	1095
2023 Q3	$3K	Hold	34	–	–	﹤0.01%	1043
2023 Q2	$2.83K	Hold	34	–	–	﹤0.01%	1076
2023 Q1	$2.4K	Hold	34	–	–	﹤0.01%	1074
2022 Q4	$2.19K	Hold	34	–	–	﹤0.01%	1090
2022 Q3	$2K	Hold	34	–	–	﹤0.01%	1030
2022 Q2	$2K	Hold	34	–	–	﹤0.01%	1055
2022 Q1	$2K	Hold	34	–	–	﹤0.01%	1054
2021 Q4	$2K	Hold	34	–	–	﹤0.01%	1014
2021 Q3	$2K	Buy	+34	New	+$2.1K	﹤0.01%	1066
2018 Q4	–	Sell	-1,000	Closed	-$58K	–	1058
2018 Q3	$58K	Hold	1,000	–	–	﹤0.01%	588
2018 Q2	$54K	Hold	1,000	–	–	﹤0.01%	594
2018 Q1	$56K	Hold	1,000	–	–	﹤0.01%	592
2017 Q4	$59K	Hold	1,000	–	–	0.01%	548
2017 Q3	$55K	Sell	1,000 -800	-44%	-$42K	0.01%	526
2017 Q2	$94K	Hold	1,800	–	–	0.01%	436
2017 Q1	$91K	Buy	1,800 +1,000	+125%	+$51K	0.01%	444
2016 Q4	$40K	Sell	800 -2,100	-72%	-$98.6K	﹤0.01%	569
2016 Q3	$124K	Sell	2,900 -21,583	-88%	-$897K	0.01%	392
2016 Q2	$949K	Sell	24,483 -115	-0.5%	-$4.85K	0.11%	184
2016 Q1	$1.07M	Hold	24,598	–	–	0.13%	171
2015 Q4	$1.23M	Hold	24,598	–	–	0.14%	154
2015 Q3	$1.2M	Buy	24,598 +800	+3%	+$43.3K	0.15%	147
2015 Q2	$1.36M	Buy	23,798 +2,767	+13%	+$160K	0.15%	145
2015 Q1	$1.16M	Buy	21,031 +5,284	+34%	+$275K	0.13%	164
2014 Q4	$775K	Buy	+15,747	New	+$822K	0.09%	216

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

WhitTier Trust Company's DXJ Position: Q2 2026 in Review

WhitTier Trust Company opened a new position in WisdomTree Japan Hedged Equity Fund (DXJ) in Q2 2026: 427 shares worth $75K. The stake represents ﹤0.01% of the portfolio and ranks #661 among its holdings. This is a return to the name: WhitTier Trust Company previously reported a position in DXJ as recently as Q3 2024.

WhitTier Trust Company first reported a position in DXJ in Q4 2014 and has held it in 30 quarters since. The position peaked at $1.36M in Q2 2015. 421 funds tracked by Wall St. Rank hold DXJ as of Q2 2026.

WhitTier Trust Company held 427 shares of WisdomTree Japan Hedged Equity Fund worth $75K as of Q2 2026.
WisdomTree Japan Hedged Equity Fund was a new WhitTier Trust Company position in Q2 2026.
WisdomTree Japan Hedged Equity Fund made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #661 holding.
WhitTier Trust Company first reported a position in WisdomTree Japan Hedged Equity Fund in Q4 2014 and has held it in 30 quarters since.
WhitTier Trust Company's WisdomTree Japan Hedged Equity Fund position peaked at $1.36M in Q2 2015.
421 funds tracked by Wall St. Rank held WisdomTree Japan Hedged Equity Fund as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.