DXJS — WISDOMTREE TR

Ownership history in Maridea Wealth Management LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Maridea Wealth Management LLC reported a position in WISDOMTREE TR (DXJS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2025 Q4)
Avg. % of fund
0.14%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 22,604 +2,932 +14.9% 0.16% $1.0M $46.40
2025 Q3 INITIATED 19,672 — — 0.13% $842K $41.44
% of Fund (quarterly)    DXJS price (monthly, adj. close)

Other funds also holding DXJS

As of 2025 Q4 — sorted by position size

CHANNEL WEALTH LLC 1.08% TAGStone Capital, Inc. 3Y 0.93% Eldridge Investment Advisors, Inc. 3Y 7Y 0.29% WBI INVESTMENTS, LLC 3Y 7Y 0.17% Signal Advisors Wealth, LLC 0.15% GTS SECURITIES LLC 0.08% ROBERTS GLORE & CO INC /IL/ 3Y 7Y 0.05% E&G Advisors, LP 3Y 7Y 0.05% D.A. DAVIDSON & CO. 3Y 7Y 0.01% PFG Investments, LLC 0.01%
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