DXJS — WISDOMTREE TR

Ownership history in TAGStone Capital, Inc.  ·  3 quarters on record

This page tracks every 13F SEC filing in which TAGStone Capital, Inc. reported a position in WISDOMTREE TR (DXJS). 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
0.93% (2025 Q4)
Avg. % of fund
0.63%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 54,067 +12,312 +29.5% 0.93% $2.5M $46.40
2025 Q3 ADDED 41,755 +24,373 +140.2% 0.69% $1.7M $41.44
2025 Q2 INITIATED 17,382 — — 0.28% $677K $36.36
% of Fund (quarterly)    DXJS price (monthly, adj. close)

Other funds also holding DXJS

As of 2025 Q4 — sorted by position size

CHANNEL WEALTH LLC 1.08% Eldridge Investment Advisors, Inc. 3Y 7Y 0.29% WBI INVESTMENTS, LLC 3Y 7Y 0.17% Maridea Wealth Management LLC 0.16% Signal Advisors Wealth, LLC 0.15% GTS SECURITIES LLC 0.08% ROBERTS GLORE & CO INC /IL/ 3Y 7Y 0.05% E&G Advisors, LP 3Y 7Y 0.05% D.A. DAVIDSON & CO. 3Y 7Y 0.01% PFG Investments, LLC 0.01%
← Back to TAGStone Capital, Inc. Holdings