MEITAV INVESTMENT HOUSE LTD DXJ WISDOMTREE TR

Ownership history in MEITAV INVESTMENT HOUSE LTD  ·  24 quarters on record

AI Ownership Summary

MEITAV INVESTMENT HOUSE LTD reported WISDOMTREE TR (DXJ) in 24 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.64% in 2026 Q1. The latest visible filing shows DXJ at 0.52% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DXJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MEITAV INVESTMENT HOUSE LTD'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
2026 Q2

DXJ was reported at 0.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% in 2026 Q1

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

How MEITAV INVESTMENT HOUSE LTD 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 442,091 +73,000 +19.8% 0.52% $76.7M 2026-07-20 $172.05
2026 Q1 ADDED 369,091 +198,137 +115.9% 0.64% $58.5M 2026-04-29 $160.15
2025 Q4 ADDED 170,954 +165,858 +3254.7% 0.28% $24.6M 2026-02-10 $165.45
2024 Q2 UNCHANGED 5,096 0% 0.01% $575K 2024-07-29 $104.26
2024 Q1 UNCHANGED 5,096 0% 0.01% $553K 2024-05-01 $102.20
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MEITAV INVESTMENT HOUSE LTD and DXJ

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

How long has MEITAV INVESTMENT HOUSE LTD reported owning DXJ?

MEITAV INVESTMENT HOUSE LTD reported DXJ across 5 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DXJ position in MEITAV INVESTMENT HOUSE LTD's portfolio?

The largest reported portfolio weight for DXJ was 0.64% in 2026 Q1.

What is the latest reported DXJ position on this page?

The most recent filing on this page is 2026 Q2, when MEITAV INVESTMENT HOUSE LTD reported 442,091 shares, equal to 0.52% of portfolio, with an estimated market value of $76.7M.

What does the chart on this DXJ ownership page compare?

The chart compares MEITAV INVESTMENT HOUSE LTD'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 MEITAV INVESTMENT HOUSE LTD time their DXJ position?

Based on 13F filing dates vs. subsequent DXJ price moves, MEITAV INVESTMENT HOUSE LTD correctly timed 10 out of 19 reported position changes (53%). The annualised alpha on DXJ relative to SPY over the holding period was +71.9%.

← Back to MEITAV INVESTMENT HOUSE LTD Holdings