DXJS — WISDOMTREE TR

Ownership history in D.A. DAVIDSON & CO.  ·  10 quarters on record

This page tracks every 13F SEC filing in which D.A. DAVIDSON & CO. 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
0.01% (2025 Q4)
Avg. % of fund
0.01%
First filed
2023 Q3
Last filed
2025 Q4
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 52,408 +3,856 +7.9% 0.01% $2.4M $46.40
2025 Q3 REDUCED 48,552 -1,106 -2.2% 0.01% $2.0M $41.44
2025 Q2 ADDED 49,658 +3,471 +7.5% 0.01% $1.8M $36.36
2025 Q1 ADDED 46,187 +4,053 +9.6% 0.01% $1.6M $34.26
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DXJS price (monthly, adj. close)

Other funds also holding DXJS

As of 2025 Q4 — sorted by position size

CHANNEL WEALTH LLC 1.08% 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% PFG Investments, LLC 0.01%
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