Avid Wealth Partners LLC DXJ — WISDOMTREE TR

Ownership history in Avid Wealth Partners LLC  ·  10 quarters on record

AI Ownership Summary

Avid Wealth Partners LLC reported WISDOMTREE TR (DXJ) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 3.01% in 2026 Q1. The latest visible filing shows DXJ at 3.01% 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 DXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avid Wealth Partners 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
2026 Q1

DXJ was reported at 3.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.01% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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.

DXJ stock page Avid Wealth Partners LLC fund profile Avid Wealth Partners LLC full holdings
How Avid Wealth Partners LLC held DXJ — position size vs. price
% of Fund (quarterly)    DXJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 40,153 +5,724 +16.6% 3.01% $6.4M 2026-05-01 $161.41
2025 Q4 ADDED — — — 34,429 +2,708 +8.5% 2.42% $5.0M 2026-02-13 $166.85
2025 Q3 ADDED — — — 31,721 +756 +2.4% 2.02% $4.1M 2025-11-06 $134.58
2025 Q2 ADDED — — — 30,965 +2,785 +9.9% 2.02% $3.5M 2025-08-14 $123.90
2025 Q1 ADDED — — — 28,180 +1,435 +5.4% 2.11% $3.1M 2025-04-17 $101.17
2024 Q4 ADDED — — — 26,745 +1,856 +7.5% 2.10% $2.9M 2025-01-27 $107.41
2024 Q3 REDUCED 14.2% +6.5% ❌ 24,889 -4,109 -14.2% 1.87% $2.6M 2024-11-01 $103.74
2024 Q2 REDUCED 10.0% -5.9% ✅ 28,998 -3,221 -10.0% 2.54% $3.3M 2024-07-19 $108.61
2024 Q1 ADDED — — — 32,219 +4,772 +17.4% 2.81% $3.5M 2024-05-08 $103.11
2023 Q4 INITIATED — — — 27,447 — — 2.39% $2.4M 2024-01-23 $90.65

🏢 Other funds also holding DXJ

As of 2026 Q1 — sorted by position size

JBGlobal.com LLC 12.04% Rice Partnership, LLC 3Y 7Y 4.17% Nvest Wealth Strategies, Inc. 4.17% Ayalon Insurance Comp Ltd. 3Y 7Y 3.98% Robinhood Asset Management, LLC 3.09% Beacon Harbor Wealth Advisors, Inc. 3Y 3.07% GFS Advisors, LLC 3Y 7Y 2.86% Sharper & Granite LLC 3Y 2.52% SHARPEPOINT LLC 2.4% Berkeley, Inc 2.39%

FAQ About Avid Wealth Partners LLC and DXJ

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

How long has Avid Wealth Partners LLC reported owning DXJ?

Avid Wealth Partners LLC reported DXJ across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DXJ position in Avid Wealth Partners LLC's portfolio?

The largest reported portfolio weight for DXJ was 3.01% in 2026 Q1.

What is the latest reported DXJ position on this page?

The most recent filing on this page is 2026 Q1, when Avid Wealth Partners LLC reported 40,153 shares, equal to 3.01% of portfolio, with an estimated market value of $6.4M.

What does the chart on this DXJ ownership page compare?

The chart compares Avid Wealth Partners LLC's quarterly DXJ 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.

How well did Avid Wealth Partners LLC time their DXJ position?

Based on 13F filing dates vs. subsequent DXJ price moves, Avid Wealth Partners LLC correctly timed 6 out of 9 reported position changes (67%). The annualised alpha on DXJ relative to SPY over the holding period was +9.7%.

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