DXJS β€” WISDOMTREE TR

Ownership history in 4Thought Financial Group Inc.  Β·  14 quarters on record

AI Ownership Summary

4Thought Financial Group Inc. reported WISDOMTREE TR (DXJS) in 14 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2023 Q4. The latest visible filing shows DXJS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DXJS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 4Thought Financial Group Inc.'s position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DXJS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 4Thought Financial Group Inc. held DXJS β€” position size vs. price
% of Fund (quarterly)    DXJS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 199 +1 +0.5% 0.00% $8K 2025-11-03 $42.63
2025 Q2 ADDED 198 +5 +2.6% 0.00% $7K 2025-07-22 $36.24
2025 Q1 REDUCED 193 -6 -3.0% 0.00% $7K 2025-04-24 $33.67
2024 Q4 ADDED 199 +7 +3.6% 0.00% $7K 2025-01-31 $33.75
2024 Q3 REDUCED 192 -3 -1.5% 0.00% $7K 2024-10-24 $31.51
2024 Q2 ADDED 195 +3 +1.6% 0.00% $7K 2024-07-29 $32.73
2024 Q1 REDUCED 192 -2,697 -93.4% 0.00% $6K 2024-04-24 $31.62
2023 Q4 ADDED 2,889 +2,599 +896.2% 0.01% $9K 2024-01-30 $29.23
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About 4Thought Financial Group Inc. and DXJS

These are the practical questions this page is built to answer before you even open the full history table.

How long has 4Thought Financial Group Inc. reported owning DXJS?

4Thought Financial Group Inc. reported DXJS across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported DXJS position in 4Thought Financial Group Inc.'s portfolio?

The largest reported portfolio weight for DXJS was 0.01% in 2023 Q4.

What is the latest reported DXJS position on this page?

The most recent filing on this page is 2025 Q3, when 4Thought Financial Group Inc. reported 199 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this DXJS ownership page compare?

The chart compares 4Thought Financial Group Inc.'s quarterly DXJS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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