E&G Advisors, LLC DXJ — WISDOMTREE TR

Ownership history in E&G Advisors, LLC  ·  24 quarters on record

AI Ownership Summary

E&G Advisors, LLC reported WISDOMTREE TR (DXJ) in 24 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.84% in 2026 Q3. The latest visible filing shows DXJ at 0.84% 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 DXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was E&G Advisors, LLC'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 Q3

DXJ was reported at 0.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.84% in 2026 Q3

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

Time in book
Holding Window
2024 Q2 to 2026 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.

DXJ stock page E&G Advisors, LLC fund profile E&G Advisors, LLC full holdings
How E&G Advisors, LLC held DXJ — position size vs. price
% of Fund (quarterly)    DXJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 24,144 +3,334 +16.0% 0.84% $4.4M 2026-10-13 $60.60
2026 Q2 ADDED — — — 20,810 +4,748 +29.6% 0.70% $3.6M 2026-07-23 $58.46
2026 Q1 ADDED — — — 16,062 +2,185 +15.7% 0.57% $2.5M 2026-04-21 $53.53
2025 Q4 ADDED — — — 13,877 +426 +3.2% 0.45% $2.0M 2026-01-23 $50.20
2025 Q3 ADDED — — — 13,451 +1,936 +16.8% 0.40% $1.7M 2025-10-21 $43.86
2025 Q2 ADDED — — — 11,515 +705 +6.5% 0.34% $1.3M 2025-07-14 $37.86
2025 Q1 ADDED — — — 10,810 +110 +1.0% 0.34% $1.2M 2025-04-23 $34.41
2024 Q4 ADDED — — — 10,700 +330 +3.2% 0.32% $1.2M 2025-01-24 $36.08
2024 Q3 ADDED — — — 10,370 +855 +9.0% 0.30% $1.1M 2024-10-18 $34.54
2024 Q2 ADDED — — — 9,515 +684 +7.7% 0.32% $1.1M 2024-07-18 $36.14
14 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DXJ

As of 2026 Q3 — sorted by position size

JBGlobal.com LLC 11.8% Nvest Wealth Strategies, Inc. 5.09% Ayalon Insurance Comp Ltd. 3Y 7Y 4.05% Innovative Advisory Group, LLC 3.29% Berkeley, Inc 2.87% PRECEDENT WEALTH PARTNERS, LLC 2.3% MOULTON WEALTH MANAGEMENT, INC 3Y 1.77% Wealth Enhancement Trust Services, Inc. 1.71% SAGE PRIVATE WEALTH GROUP, LLC 3Y 1.22% Capstone Wealth Management Group, Inc. 0.84%

FAQ About E&G Advisors, LLC and DXJ

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

How long has E&G Advisors, LLC reported owning DXJ?

E&G Advisors, LLC reported DXJ across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported DXJ position in E&G Advisors, LLC's portfolio?

The largest reported portfolio weight for DXJ was 0.84% in 2026 Q3.

What is the latest reported DXJ position on this page?

The most recent filing on this page is 2026 Q3, when E&G Advisors, LLC reported 24,144 shares, equal to 0.84% of portfolio, with an estimated market value of $4.4M.

What does the chart on this DXJ ownership page compare?

The chart compares E&G Advisors, LLC's quarterly DXJ 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 E&G Advisors, LLC time their DXJ position?

Based on 13F filing dates vs. subsequent DXJ price moves, E&G Advisors, LLC correctly timed 15 out of 23 reported position changes (65%). The annualised alpha on DXJ relative to SPY over the holding period was +99.4%.

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