DXJ — WISDOMTREE TR

Ownership history in New England Private Wealth Advisors LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which New England Private Wealth Advisors LLC reported a position in WISDOMTREE TR (DXJ). 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
2.0% (2025 Q4)
Avg. % of fund
1.09%
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 232,875 +221,787 +2000.2% 2.00% $33.2M $144.16
2025 Q3 INITIATED 11,088 — — 0.19% $1.4M $127.69
% of Fund (quarterly)    DXJ price (monthly, adj. close)

Other funds also holding DXJ

As of 2025 Q4 — sorted by position size

Liberty Mutual Group Asset Management Inc. 3Y 7Y 12.91% Permanens Capital L.P. 3Y 7Y 5.5% Rice Partnership, LLC 3Y 7Y 3.57% New Vernon Capital Holdings II LLC 3Y 7Y 3.18% Beacon Harbor Wealth Advisors, Inc. 3Y 2.94% Sharper & Granite LLC 3Y 2.47% Avid Wealth Partners LLC 2.42% Anfield Capital Management, LLC 3Y 2.33% Evernest Financial Advisors, LLC 2.07% Almanack Investment Partners, LLC. 3Y 7Y 1.94%
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