DXJ β€” WISDOMTREE JAPAN

Ownership history in IAG Wealth Partners, LLC  Β·  1 quarter on record

AI Ownership Summary

IAG Wealth Partners, LLC reported WISDOMTREE JAPAN (DXJ) in 1 quarterly 13F filing from 2025 Q3 through 2025 Q3. The latest visible filing shows DXJ at 0.00% 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 DXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was IAG Wealth Partners, LLC's position in WISDOMTREE JAPAN, 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
2025 Q3

DXJ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 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.

How IAG Wealth Partners, LLC held DXJ β€” position size vs. price
% of Fund (quarterly)    DXJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 INITIATED 107 β€” β€” 0.00% $14K 2025-11-12 $138.42

🏒 Other funds also holding DXJ

As of 2026 Q1 β€” sorted by position size

Byrne Asset Management LLC 3Y 0.02% Hilltop National Bank 0.02% Marex Group plc 0.01%

FAQ About IAG Wealth Partners, 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 IAG Wealth Partners, LLC reported owning DXJ?

IAG Wealth Partners, LLC reported DXJ across 1 quarterly 13F filings, from 2025 Q3 through 2025 Q3.

What was the largest reported DXJ position in IAG Wealth Partners, LLC's portfolio?

The largest reported portfolio weight for DXJ was 0.00% in 2025 Q3.

What is the latest reported DXJ position on this page?

The most recent filing on this page is 2025 Q3, when IAG Wealth Partners, LLC reported 107 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this DXJ ownership page compare?

The chart compares IAG Wealth Partners, 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.

← Back to IAG Wealth Partners, LLC Holdings