DHJJ Financial Advisors, Ltd. DES — WISDOMTREE TR

Ownership history in DHJJ Financial Advisors, Ltd.  ·  4 quarters on record

AI Ownership Summary

DHJJ Financial Advisors, Ltd. reported WISDOMTREE TR (DES) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows DES at 0.02% 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.

What this DES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DHJJ Financial Advisors, Ltd.'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
2026 Q1

DES was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

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

Time in book
Holding Window
2025 Q2 to 2026 Q1

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.

DES stock page DHJJ Financial Advisors, Ltd. fund profile DHJJ Financial Advisors, Ltd. full holdings
How DHJJ Financial Advisors, Ltd. held DES — position size vs. price
% of Fund (quarterly)    DES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 13.3% +13.8% ❌ 2,008 -309 -13.3% 0.02% $72K 2026-04-09 $37.40
2025 Q4 REDUCED 11.8% +7.7% ❌ 2,317 -309 -11.8% 0.03% $78K 2026-01-23 $35.23
2025 Q3 REDUCED 10.4% +1.3% ❌ 2,626 -305 -10.4% 0.03% $88K 2025-10-20 $32.93
2025 Q2 INITIATED — — — 2,931 — — 0.03% $93K 2025-07-21 $31.59

🏢 Other funds also holding DES

As of 2026 Q2 — sorted by position size

Stonebridge Wealth Management, LLC 5.34% Three Bearings Fiduciary Advisors, Inc. 4.53% Lee, Kelleher & Klein Wealth Management 3.45% Melone Private Wealth, LLC 3Y 2.69% Marathon Strategic Advisors, LLC 1.54% TopTier Wealth Management, LLC 1.28% FFG RETIREMENT ADVISORS LLC 3Y 1.14% Old North State Wealth Management, LLC 0.71% Aspen Investment Management Inc 3Y 7Y 0.64% Wealthcare Capital Partners, LLC 0.64%

FAQ About DHJJ Financial Advisors, Ltd. and DES

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

How long has DHJJ Financial Advisors, Ltd. reported owning DES?

DHJJ Financial Advisors, Ltd. reported DES across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported DES position in DHJJ Financial Advisors, Ltd.'s portfolio?

The largest reported portfolio weight for DES was 0.03% in 2025 Q2.

What is the latest reported DES position on this page?

The most recent filing on this page is 2026 Q1, when DHJJ Financial Advisors, Ltd. reported 2,008 shares, equal to 0.02% of portfolio, with an estimated market value of $72K.

What does the chart on this DES ownership page compare?

The chart compares DHJJ Financial Advisors, Ltd.'s quarterly DES 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.

How well did DHJJ Financial Advisors, Ltd. time their DES position?

Based on 13F filing dates vs. subsequent DES price moves, DHJJ Financial Advisors, Ltd. correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on DES relative to SPY over the holding period was +12.1%.

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