DXJ — WISDOMTREE TR

Ownership history in Permanens Capital L.P.  ·  49 quarters on record

This page tracks every 13F SEC filing in which Permanens Capital L.P. 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
33.5% (2015 Q2)
Avg. % of fund
8.17%
First filed
2013 Q4
Last filed
2025 Q4
Quarters held
49
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 292,755 +1,022 +0.4% 5.50% $42.2M $144.16
2025 Q3 REDUCED 291,733 -178,262 -37.9% 5.57% $37.4M $127.69
2025 Q2 ADDED 469,995 +152,751 +48.1% 7.32% $53.7M $113.84
2025 Q1 ADDED 317,244 +162,390 +104.9% 6.35% $35.0M $108.46
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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% 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% New England Private Wealth Advisors LLC 3Y 7Y 2.0% Almanack Investment Partners, LLC. 3Y 7Y 1.94%
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