DXJ — WISDOMTREE TR

Ownership history in RFG Advisory, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which RFG Advisory, 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
0.76% (2015 Q2)
Avg. % of fund
0.11%
First filed
2015 Q2
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 5,234 +109 +2.1% 0.01% $670K $127.69
2025 Q2 ADDED 5,125 +934 +22.3% 0.01% $586K $113.84
2025 Q1 REDUCED 4,191 -464 -10.0% 0.01% $462K $108.46
2024 Q4 REDUCED 4,655 -290 -5.9% 0.01% $513K $108.57
5 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% 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% New England Private Wealth Advisors LLC 3Y 7Y 2.0%
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