DXJ — WISDOMTREE TR

Ownership history in Rice Partnership, LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Rice Partnership, 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
4.56% (2018 Q1)
Avg. % of fund
2.97%
First filed
2018 Q1
Last filed
2025 Q4
Quarters held
8
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 182,916 +75,670 +70.6% 3.57% $26.4M $144.16
2025 Q3 ADDED 107,246 +8,692 +8.8% 1.95% $13.7M $127.69
2025 Q2 ADDED 98,554 +10,261 +11.6% 1.96% $11.3M $113.84
2025 Q1 ADDED 88,293 +18,236 +26.0% 2.00% $9.7M $108.46
4 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% 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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