DXJ — WISDOMTREE TR

Ownership history in Beacon Harbor Wealth Advisors, Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which Beacon Harbor Wealth Advisors, Inc. reported a position in WISDOMTREE TR (DXJ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.94% (2025 Q4)
Avg. % of fund
2.94%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 91,848 — — 2.94% $13.2M $144.16
% of Fund (quarterly)    DXJ price (monthly, adj. close)

Other funds also holding DXJ

As of 2025 Q4 — sorted by position size

Liberty Mutual Group Asset Management Inc. 3Y 7Y 12.91% Permanens Capital L.P. 3Y 7Y 5.5% Rice Partnership, LLC 3Y 7Y 3.57% New Vernon Capital Holdings II LLC 3Y 7Y 3.18% Sharper & Granite LLC 3Y 2.47% Avid Wealth Partners LLC 2.42% Anfield Capital Management, LLC 3Y 2.33% Evernest Financial Advisors, LLC 2.07% New England Private Wealth Advisors LLC 3Y 7Y 2.0% Almanack Investment Partners, LLC. 3Y 7Y 1.94%
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