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WisdomTree Japan Total Dividend shares owned by Circle Wealth Management

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

Historical chart of Circle 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 Circle 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 Circle Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $758k 8.6k 87.98
2020-03-31 $1.1M 27k 42.13
2018-09-30 $212k 3.7k 58.07
2018-06-30 $348k 6.5k 53.95
2018-03-31 $357k 6.4k 55.96
2017-12-31 $212k 3.6k 59.45
2017-09-30 $222k 4.1k 54.76

More positions owned by Circle Wealth Management

Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Total Stk Mkt (VTI)
Nike CL B (NKE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Starbucks Corporation (SBUX)

View all positions for Circle Wealth Management

Top funds holding WisdomTree Japan Total Dividend

Morgan Stanley
Bank Of Montreal
Jpmorgan Chase & Co
Bank of America Corporation
Capstone Investment Advisors
Raymond James Financial Services Advisors
LPL Financial
Goldman Sachs Group
UBS Group
Jane Street
Permanens Capital
FMR
Susquehanna International
Royal Bank of Canada
Wells Fargo & Company

View all funds holding WisdomTree Japan Total Dividend