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WisdomTree Japan Total Dividend shares owned by Centricity Wealth Management

Quarter-by-quarter ownership of WisdomTree Japan Total Dividend (DXJ) shares owned by Centricity Wealth Management from 13F filings

Historical chart of Centricity Wealth Management investment in WisdomTree Japan Total Dividend

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Japan Total Dividend held by Centricity Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Japan Total Dividend by Centricity Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $11k 100 114.27
2025-03-31 $11k 100 110.18
2024-12-31 $11k 100 110.29

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Spdr S&p 500 Etf Tr Etf (SPY)
Vanguard Specialized Fundsdiv App Etf Etf (VIG)
Ishares Trcore S&p Us Vlu Etf (IUSV)

View all positions for Centricity Wealth Management

Top funds holding WisdomTree Japan Total Dividend

Morgan Stanley
Liberty Mutual Group Asset Management
Charles Schwab Investment Management
LPL Financial
FMR
Raymond James Financial
UBS Group
Evercore Wealth Management
Permanens Capital
SRS Capital Advisors
Goldman Sachs Group
Jpmorgan Chase & Co
Wells Fargo & Company
Potomac Fund Management
Royal Bank of Canada

View all funds holding WisdomTree Japan Total Dividend