DXJS — WISDOMTREE TR

Ownership history in CHANNEL WEALTH LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which CHANNEL WEALTH LLC reported a position in WISDOMTREE TR (DXJS). 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
1.08% (2025 Q4)
Avg. % of fund
1.08%
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 91,720 — — 1.08% $4.3M $46.40
% of Fund (quarterly)    DXJS price (monthly, adj. close)

Other funds also holding DXJS

As of 2025 Q4 — sorted by position size

TAGStone Capital, Inc. 3Y 0.93% Eldridge Investment Advisors, Inc. 3Y 7Y 0.29% WBI INVESTMENTS, LLC 3Y 7Y 0.17% Maridea Wealth Management LLC 0.16% Signal Advisors Wealth, LLC 0.15% GTS SECURITIES LLC 0.08% ROBERTS GLORE & CO INC /IL/ 3Y 7Y 0.05% E&G Advisors, LP 3Y 7Y 0.05% D.A. DAVIDSON & CO. 3Y 7Y 0.01% PFG Investments, LLC 0.01%
← Back to CHANNEL WEALTH LLC Holdings