Rosenberg Matthew Hamilton DXJ — WISDOMTREE

Ownership history in Rosenberg Matthew Hamilton  ·  25 quarters on record

AI Ownership Summary

Rosenberg Matthew Hamilton reported WISDOMTREE (DXJ) in 25 quarterly 13F filings from 2024 Q3 through 2026 Q3. The latest visible filing shows DXJ at 0.00% 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 Rosenberg Matthew Hamilton's position in WISDOMTREE, 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 Q3

DXJ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

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

Time in book
Holding Window
2024 Q3 to 2026 Q3

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 Rosenberg Matthew Hamilton 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)
2026 Q3 UNCHANGED — — — 52 — 0% 0.00% $9K 2026-10-05 $183.48
2026 Q2 UNCHANGED — — — 52 — 0% 0.00% $9K 2026-07-17 $171.77
2026 Q1 UNCHANGED — — — 52 — 0% 0.00% $8K 2026-04-07 $159.83
2025 Q4 UNCHANGED — — — 52 — 0% 0.00% $7K 2026-01-05 $146.51
2025 Q3 UNCHANGED — — — 52 — 0% 0.00% $7K 2025-11-10 $135.62
2025 Q2 REDUCED 67.1% +13.0% ❌ 52 -106 -67.1% 0.00% $6K 2025-07-28 $117.54
2025 Q1 UNCHANGED — — — 158 — 0% 0.00% $17K 2025-04-28 $105.71
2024 Q4 UNCHANGED — — — 158 — 0% 0.00% $17K 2025-01-14 $105.51
2024 Q3 REDUCED 25.8% +6.5% ❌ 158 -55 -25.8% 0.00% $17K 2024-10-28 $102.66
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DXJ

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About Rosenberg Matthew Hamilton and DXJ

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

How long has Rosenberg Matthew Hamilton reported owning DXJ?

Rosenberg Matthew Hamilton reported DXJ across 9 quarterly 13F filings, from 2024 Q3 through 2026 Q3.

What was the largest reported DXJ position in Rosenberg Matthew Hamilton's portfolio?

The largest reported portfolio weight for DXJ was 0.00% in 2024 Q4.

What is the latest reported DXJ position on this page?

The most recent filing on this page is 2026 Q3, when Rosenberg Matthew Hamilton reported 52 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this DXJ ownership page compare?

The chart compares Rosenberg Matthew Hamilton'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 Rosenberg Matthew Hamilton time their DXJ position?

Based on 13F filing dates vs. subsequent DXJ price moves, Rosenberg Matthew Hamilton correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on DXJ relative to SPY over the holding period was +153.9%.

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