DXJS β€” WISDOMTREE TR

Ownership history in Signal Advisors Wealth, LLC  Β·  2 quarters on record

AI Ownership Summary

Signal Advisors Wealth, LLC reported WISDOMTREE TR (DXJS) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.15% in 2025 Q4. The latest visible filing shows DXJS at 0.15% 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 DXJS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Signal Advisors Wealth, 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
2025 Q4

DXJS was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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 Signal Advisors Wealth, LLC held DXJS β€” position size vs. price
% of Fund (quarterly)    DXJS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 41,435 +24,008 +137.8% 0.15% $1.9M 2026-02-14 (Est.) $57.41
2025 Q3 INITIATED 17,427 β€” β€” 0.07% $726K 2025-10-10 $40.88

🏒 Other funds also holding DXJS

As of 2026 Q1 β€” sorted by position size

Grove Bank & Trust 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Signal Advisors Wealth, LLC and DXJS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Signal Advisors Wealth, LLC reported owning DXJS?

Signal Advisors Wealth, LLC reported DXJS across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported DXJS position in Signal Advisors Wealth, LLC's portfolio?

The largest reported portfolio weight for DXJS was 0.15% in 2025 Q4.

What is the latest reported DXJS position on this page?

The most recent filing on this page is 2025 Q4, when Signal Advisors Wealth, LLC reported 41,435 shares, equal to 0.15% of portfolio, with an estimated market value of $1.9M.

What does the chart on this DXJS ownership page compare?

The chart compares Signal Advisors Wealth, LLC's quarterly DXJS 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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