Ocean Park Asset Management, LLC DXJ WISDOMTREE TR

Ownership history in Ocean Park Asset Management, LLC  ·  7 quarters on record

AI Ownership Summary

Ocean Park Asset Management, LLC reported WISDOMTREE TR (DXJ) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.73% in 2024 Q2. The latest visible filing shows DXJ at 0.62% 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 Ocean Park Asset Management, LLC'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 Q2

DXJ was reported at 0.62% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.73% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 Ocean Park Asset Management, LLC 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 7 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 74,703 +10,967 +17.2% 0.62% $13.0M 2026-07-10 $176.78
2025 Q4 ADDED 63,736 +61,583 +2860.3% 0.43% $9.2M 2026-01-15 $154.42
2025 Q2 UNCHANGED 2,153 0% 0.01% $237K 2025-07-31 $118.12
2025 Q1 UNCHANGED 2,153 0% 0.01% $237K 2025-04-24 $104.09
2024 Q4 REDUCED 98.4% -0.1% 2,153 -135,129 -98.4% 0.01% $237K 2025-01-29 $107.52
2024 Q2 UNCHANGED 137,282 0% 0.73% $15.5M 2024-08-08 $93.17
2024 Q1 INITIATED 137,282 0.70% $14.9M 2024-05-01 $102.20

FAQ About Ocean Park Asset Management, 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 Ocean Park Asset Management, LLC reported owning DXJ?

Ocean Park Asset Management, LLC reported DXJ across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DXJ position in Ocean Park Asset Management, LLC's portfolio?

The largest reported portfolio weight for DXJ was 0.73% in 2024 Q2.

What is the latest reported DXJ position on this page?

The most recent filing on this page is 2026 Q2, when Ocean Park Asset Management, LLC reported 74,703 shares, equal to 0.62% of portfolio, with an estimated market value of $13.0M.

What does the chart on this DXJ ownership page compare?

The chart compares Ocean Park Asset Management, 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.

How well did Ocean Park Asset Management, LLC time their DXJ position?

Based on 13F filing dates vs. subsequent DXJ price moves, Ocean Park Asset Management, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on DXJ relative to SPY over the holding period was +5.2%.

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