DXJ β€” WISDOMTREE TR

Ownership history in Insight Advisors, LLC/ PA  Β·  5 quarters on record

AI Ownership Summary

Insight Advisors, LLC/ PA reported WISDOMTREE TR (DXJ) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.67% in 2025 Q3. The latest visible filing shows DXJ at 0.67% 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 Insight Advisors, LLC/ PA'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
2025 Q3

DXJ was reported at 0.67% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.67% 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
2024 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 Insight Advisors, LLC/ PA held DXJ β€” position size vs. price
% of Fund (quarterly)    DXJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 34,307 +141 +0.4% 0.67% $4.4M 2025-11-10 $136.59
2025 Q2 ADDED 34,166 +12,872 +60.4% 0.63% $3.9M 2025-07-30 $118.39
2025 Q1 ADDED 21,294 +4,297 +25.3% 0.41% $2.3M 2025-04-11 $98.31
2024 Q4 ADDED 16,997 +2,899 +20.6% 0.32% $1.9M 2025-01-27 $107.41
2024 Q3 INITIATED 14,098 β€” β€” 0.26% $1.5M 2024-10-15 $103.33

FAQ About Insight Advisors, LLC/ PA and DXJ

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

How long has Insight Advisors, LLC/ PA reported owning DXJ?

Insight Advisors, LLC/ PA reported DXJ across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported DXJ position in Insight Advisors, LLC/ PA's portfolio?

The largest reported portfolio weight for DXJ was 0.67% in 2025 Q3.

What is the latest reported DXJ position on this page?

The most recent filing on this page is 2025 Q3, when Insight Advisors, LLC/ PA reported 34,307 shares, equal to 0.67% of portfolio, with an estimated market value of $4.4M.

What does the chart on this DXJ ownership page compare?

The chart compares Insight Advisors, LLC/ PA'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.

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