AlTi Global, Inc. DXJ — WISDOMTREE TR

Ownership history in AlTi Global, Inc.  ·  9 quarters on record

AI Ownership Summary

AlTi Global, Inc. reported WISDOMTREE TR (DXJ) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.33% in 2024 Q2. The latest visible filing shows DXJ at 0.32% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AlTi Global, Inc.'s position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DXJ was reported at 0.32% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DXJ stock page AlTi Global, Inc. fund profile AlTi Global, Inc. full holdings
How AlTi Global, Inc. held DXJ — position size vs. price
% of Fund (quarterly)    DXJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 104,450 — 0% 0.32% $15.1M 2026-02-14 (Est.) $166.85
2025 Q3 REDUCED — — — 104,450 -420 -0.4% 0.31% $13.4M 2025-11-06 $134.58
2025 Q2 REDUCED — — — 104,870 -5,100 -4.6% 0.30% $12.0M 2025-07-31 $118.91
2025 Q1 UNCHANGED — — — 109,970 — 0% 0.32% $12.1M 2025-05-15 $109.58
2024 Q4 REDUCED — — — 109,970 -1,460 -1.3% 0.29% $11.9M 2025-02-14 $108.42
2024 Q3 ADDED — — — 111,430 +2,740 +2.5% 0.28% $11.8M 2024-11-14 $106.11
2024 Q2 UNCHANGED — — — 108,690 — 0% 0.33% $12.3M 2024-08-14 $97.64
2024 Q1 ADDED — — — 108,690 +2,440 +2.3% 0.33% $11.8M 2024-05-15 $104.12
2023 Q4 INITIATED — — — 106,250 — — 0.29% $9.3M 2024-02-14 $94.82

🏢 Other funds also holding DXJ

As of 2026 Q1 — sorted by position size

JBGlobal.com LLC 12.04% Nvest Wealth Strategies, Inc. 4.17% Ayalon Insurance Comp Ltd. 3Y 7Y 3.98% Robinhood Asset Management, LLC 3.09% Beacon Harbor Wealth Advisors, Inc. 3Y 3.07% Avid Wealth Partners LLC 3.01% GFS Advisors, LLC 3Y 7Y 2.86% Sharper & Granite LLC 3Y 2.52% SHARPEPOINT LLC 2.4% Berkeley, Inc 2.39%

FAQ About AlTi Global, Inc. and DXJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has AlTi Global, Inc. reported owning DXJ?

AlTi Global, Inc. reported DXJ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DXJ position in AlTi Global, Inc.'s portfolio?

The largest reported portfolio weight for DXJ was 0.33% in 2024 Q2.

What is the latest reported DXJ position on this page?

The most recent filing on this page is 2025 Q4, when AlTi Global, Inc. reported 104,450 shares, equal to 0.32% of portfolio, with an estimated market value of $15.1M.

What does the chart on this DXJ ownership page compare?

The chart compares AlTi Global, Inc.'s quarterly DXJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did AlTi Global, Inc. time their DXJ position?

Based on 13F filing dates vs. subsequent DXJ price moves, AlTi Global, Inc. correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on DXJ relative to SPY over the holding period was +12.1%.

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