SEC 13F Intelligence

Edmonds Duncan Registered Investment Advisors, LLC / DXJ

Edmonds Duncan Registered Investment Advisors, LLC’s Wisdomtree Tr Position

Does Edmonds Duncan Registered Investment Advisors, LLC own Wisdomtree Tr (DXJ)? Not currently — the last reported position was 127.6K shares worth $8M in Q3 2021; the fund’s latest 13F (Q3 2024) no longer reports it.

Position Value
$8M
Q3 2021
Shares
127.6K
% of Portfolio
+2.45%
Quarters Held
12
position exited

Position History DXJ

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $5MQ2 ’19Q3 ’19: $5MQ4 ’19: $5MQ4 ’19Q1 ’20: $4MQ2 ’20: $5MQ2 ’20Q3 ’20: $5MQ4 ’20: $7MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ2 ’21Q3 ’21: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2021127.6K$8M+2.45%
Q2 2021121.5K$7M+2.31%
Q1 2021117.3K$7M+2.39%
Q4 2020117.6K$7M+2.31%
Q3 202097.5K$5M+1.99%
Q2 202097.8K$5M+2.00%
Q1 202097.7K$4M+2.09%
Q4 201997.3K$5M+2.12%
Q3 201999.4K$5M+2.11%
Q2 2019105.1K$5M+2.16%
Q1 2019114.0K$6M+2.40%
Q4 2018110.8K$5M+2.40%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edmonds Duncan Registered Investment Advisors, LLC’s full portfolio or all institutional holders of DXJ.