Mount Yale Investment Advisors »

WisdomTree Japan Total Dividend shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of WisdomTree Japan Total Dividend (DXJ) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in WisdomTree Japan Total Dividend

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Japan Total Dividend held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Japan Total Dividend by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.3M 49k 128.03
2018-09-30 $34k 620 54.84
2018-06-30 $33k 620 53.23
2018-03-31 $37k 660 56.06

More positions owned by Mount Yale Investment Advisors

Vanguard Index Fds Sp 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Ishares Tr Core Msci Eafe (IEFA)
First Tr Exchangetraded Fst Low Oppt Eft (LMBS)
Spdr Series Trust Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Vanguard Scottsdale Fds Intterm Corp (VCIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Sp Mcp Etf (IJH)

View all positions for Mount Yale Investment Advisors

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