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WisdomTree Japan Total Dividend shares owned by Summit Financial

Quarter-by-quarter ownership of WisdomTree Japan Total Dividend (DXJ) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in WisdomTree Japan Total Dividend

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Japan Total Dividend by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 26k 128.03
2025-06-30 $3.5M 31k 114.27
2025-03-31 $25M 225k 110.18
2024-12-31 $3.6M 33k 110.29
2023-09-30 $874k 9.9k 88.25

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View all positions for Summit Financial

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