DXJ β€” Wisdomtree JPN HDGD Eqty

Ownership history in Perigon Wealth Management, LLC  Β·  8 quarters on record

AI Ownership Summary

Perigon Wealth Management, LLC reported Wisdomtree JPN HDGD Eqty (DXJ) in 8 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.04% in 2026 Q1. The latest visible filing shows DXJ at 0.04% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Perigon Wealth Management, LLC's position in Wisdomtree JPN HDGD Eqty, 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 Q1

DXJ was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2026 Q1

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 2026 Q1

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 Perigon Wealth Management, LLC held DXJ β€” position size vs. price
% of Fund (quarterly)    DXJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 13,238 +135 +1.0% 0.04% $2.1M 2026-04-10 $165.72
2025 Q4 ADDED 13,103 +17 +0.1% 0.03% $1.9M 2026-01-16 $155.63
2025 Q3 ADDED 13,086 +6,350 +94.3% 0.03% $1.7M 2025-10-17 $130.79
2025 Q2 ADDED 6,736 +76 +1.1% 0.02% $770K 2025-07-16 $113.77
2025 Q1 UNCHANGED 6,660 β€” 0% 0.02% $734K 2025-04-23 $103.96
2024 Q4 ADDED 6,660 +5 +0.1% 0.02% $709K 2025-01-22 $107.85
2024 Q3 ADDED 6,655 +6,027 +959.7% 0.02% $705K 2024-10-16 $104.31
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Perigon Wealth 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 Perigon Wealth Management, LLC reported owning DXJ?

Perigon Wealth Management, LLC reported DXJ across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported DXJ position in Perigon Wealth Management, LLC's portfolio?

The largest reported portfolio weight for DXJ was 0.04% in 2026 Q1.

What is the latest reported DXJ position on this page?

The most recent filing on this page is 2026 Q1, when Perigon Wealth Management, LLC reported 13,238 shares, equal to 0.04% of portfolio, with an estimated market value of $2.1M.

What does the chart on this DXJ ownership page compare?

The chart compares Perigon Wealth 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.

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