E&G Advisors, LP DXJ — WISDOMTREE TR

Ownership history in E&G Advisors, LP  ·  22 quarters on record

AI Ownership Summary

E&G Advisors, LP reported WISDOMTREE TR (DXJ) in 22 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.57% in 2026 Q1. The latest visible filing shows DXJ at 0.57% 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, LP'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

DXJ was reported at 0.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.57% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 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.

DXJ stock page E&G Advisors, LP fund profile E&G Advisors, LP full holdings
How E&G Advisors, LP 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 Q1 ADDED — — — 16,062 +2,185 +15.7% 0.57% $2.5M 2026-04-21 $161.75
2025 Q4 ADDED — — — 13,877 +426 +3.2% 0.45% $2.0M 2026-01-23 $151.67
2025 Q3 ADDED — — — 13,451 +1,936 +16.8% 0.40% $1.7M 2025-10-21 $132.52
2025 Q2 ADDED — — — 11,515 +705 +6.5% 0.34% $1.3M 2025-07-14 $114.39
2025 Q1 ADDED — — — 10,810 +110 +1.0% 0.34% $1.2M 2025-04-23 $103.96
2024 Q4 ADDED — — — 10,700 +330 +3.2% 0.32% $1.2M 2025-01-24 $109.03
2024 Q3 ADDED — — — 10,370 +855 +9.0% 0.30% $1.1M 2024-10-18 $104.35
2024 Q2 ADDED — — — 9,515 +684 +7.7% 0.32% $1.1M 2024-07-18 $109.19
2024 Q1 ADDED — — — 8,831 +4,706 +114.1% 0.30% $958K 2024-04-19 $100.48
2023 Q4 REDUCED 11.8% +22.0% ❌ 4,125 -550 -11.8% 0.13% $363K 2024-01-25 $90.62
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DXJ

As of 2026 Q1 — sorted by position size

JBGlobal.com LLC 12.04% Nvest Wealth Strategies, Inc. 4.17% Ayalon Insurance Comp Ltd. 3Y 7Y 3.98% Robinhood Asset Management, LLC 3.09% Beacon Harbor Wealth Advisors, Inc. 3Y 3.07% Avid Wealth Partners LLC 3.01% GFS Advisors, LLC 3Y 7Y 2.86% Sharper & Granite LLC 3Y 2.52% Berkeley, Inc 2.39% PRECEDENT WEALTH PARTNERS, LLC 2.23%

FAQ About E&G Advisors, LP 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, LP reported owning DXJ?

E&G Advisors, LP reported DXJ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for DXJ was 0.57% in 2026 Q1.

What is the latest reported DXJ position on this page?

The most recent filing on this page is 2026 Q1, when E&G Advisors, LP reported 16,062 shares, equal to 0.57% of portfolio, with an estimated market value of $2.5M.

What does the chart on this DXJ ownership page compare?

The chart compares E&G Advisors, LP'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, LP time their DXJ position?

Based on 13F filing dates vs. subsequent DXJ price moves, E&G Advisors, LP correctly timed 13 out of 21 reported position changes (62%). The annualised alpha on DXJ relative to SPY over the holding period was +7.7%.

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