E&G Advisors, LLC DXJS — WISDOMTREE TR

Ownership history in E&G Advisors, LLC  ·  4 quarters on record

AI Ownership Summary

E&G Advisors, LLC reported WISDOMTREE TR (DXJS) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. Peak portfolio weight reached 0.3% in 2026 Q3. The latest visible filing shows DXJS at 0.30% 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 DXJS 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

DXJS was reported at 0.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% 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
2025 Q4 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.

DXJS stock page E&G Advisors, LLC fund profile E&G Advisors, LLC full holdings
How E&G Advisors, LLC held DXJS — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 26,423 +3,558 +15.6% 0.30% $1.6M 2026-10-13 $59.01
2026 Q2 ADDED — — — 22,865 +2,872 +14.4% 0.25% $1.3M 2026-07-23 $56.93
2026 Q1 ADDED — — — 19,993 +15,301 +326.1% 0.24% $1.1M 2026-04-21 $55.00
2025 Q4 INITIATED — — — 4,692 — — 0.05% $218K 2026-01-23 $50.42

🏢 Other funds also holding DXJS

As of 2026 Q3 — sorted by position size

Berkeley, Inc 4.32% WJ Wealth Management, LLC 3Y 0.33% Security National Bank 3Y 7Y 0.32% Signal Advisors Wealth, LLC 0.27% Essential Partners LLC 0.21% Spinnaker Investment Group, LLC 3Y 0.15% KPP Advisory Services LLC 0.12% Avestar Capital, LLC 3Y 7Y 0.1% INTEGRITY ALLIANCE, LLC. 0.07% D.A. DAVIDSON & CO. 3Y 7Y 0.02%

FAQ About E&G Advisors, LLC and DXJS

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 DXJS?

E&G Advisors, LLC reported DXJS across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

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

The largest reported portfolio weight for DXJS was 0.30% in 2026 Q3.

What is the latest reported DXJS position on this page?

The most recent filing on this page is 2026 Q3, when E&G Advisors, LLC reported 26,423 shares, equal to 0.30% of portfolio, with an estimated market value of $1.6M.

What does the chart on this DXJS ownership page compare?

The chart compares E&G Advisors, LLC's quarterly DXJS 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 DXJS position?

Based on 13F filing dates vs. subsequent DXJS price moves, E&G Advisors, LLC correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on DXJS relative to SPY over the holding period was +4.0%.

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