Meitav Investment House’s WisdomTree Japan SmallCap Dividend Fund DFJ Stock Holding History

Meitav Investment House’s Portfolio DFJ Stock Details DFJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$334K	Hold	3,170	–	–	﹤0.01%	284
2026 Q1	$324K	Hold	3,170	–	–	﹤0.01%	213
2025 Q4	$305K	Hold	3,170	–	–	﹤0.01%	225
2025 Q3	$301K	Hold	3,170	–	–	﹤0.01%	221
2025 Q2	$272K	Hold	3,170	–	–	﹤0.01%	201
2025 Q1	$251K	Hold	3,170	–	–	﹤0.01%	199
2024 Q4	$238K	Hold	3,170	–	–	﹤0.01%	210
2024 Q3	$256K	Hold	3,170	–	–	﹤0.01%	210
2024 Q2	$238K	Hold	3,170	–	–	﹤0.01%	209
2024 Q1	$245K	Hold	3,170	–	–	﹤0.01%	211
2023 Q4	$238K	Hold	3,170	–	–	﹤0.01%	313
2023 Q3	$219K	Hold	3,170	–	–	﹤0.01%	318
2023 Q2	$211K	Hold	3,170	–	–	﹤0.01%	342
2023 Q1	$214K	Hold	3,170	–	–	﹤0.01%	344
2022 Q4	$200K	Buy	+3,170	New	+$189K	﹤0.01%	348
2022 Q2	–	Sell	-3,170	Closed	-$209K	–	349
2022 Q1	$209K	Hold	3,170	–	–	﹤0.01%	369
2021 Q4	$226K	Hold	3,170	–	–	﹤0.01%	366
2021 Q3	$244K	Hold	3,170	–	–	﹤0.01%	363
2021 Q2	$234K	Hold	3,170	–	–	0.01%	383
2021 Q1	$242	Buy	+3,170	New	+$238K	0.01%	339
2020 Q4	–	Sell	-3,170	Closed	-$222K	–	421
2020 Q3	$222K	Hold	3,170	–	–	0.01%	366
2020 Q2	$203K	Buy	+3,170	New	+$197K	0.01%	364
2020 Q1	–	Sell	-3,170	Closed	-$233K	–	398
2019 Q4	$233K	Hold	3,170	–	–	0.02%	377
2019 Q3	$217K	Buy	+3,170	New	+$210K	0.02%	399
2019 Q2	–	Sell	-3,170	Closed	-$216K	–	437
2019 Q1	$216K	Buy	+3,170	New	+$215K	0.01%	353
2018 Q4	–	Sell	-3,170	Closed	-$245K	–	367
2018 Q3	$245K	Buy	+3,170	New	+$240K	0.01%	410

Other funds holding DFJ

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SBCM

Schwerin Boyle Capital Management Springfield, Massachusetts $816M AUM 14.79% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Guardian Partners Toronto, Canada $1.11B AUM 38.73% 1-Year Est. Return

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

MWM

Maridea Wealth Management Brooklyn, New York $924M AUM 39.34% 1-Year Est. Return

Meitav Investment House's DFJ Position: Q2 2026 in Review

Meitav Investment House held its WisdomTree Japan SmallCap Dividend Fund (DFJ) position steady in Q2 2026 at 3,170 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Meitav Investment House first reported a position in DFJ in Q3 2018 and has held it in 26 quarters since. 41 funds tracked by Wall St. Rank hold DFJ as of Q2 2026.

Meitav Investment House held 3,170 shares of WisdomTree Japan SmallCap Dividend Fund worth $334K as of Q2 2026.
Meitav Investment House left its WisdomTree Japan SmallCap Dividend Fund share count unchanged in Q2 2026.
WisdomTree Japan SmallCap Dividend Fund made up ﹤0.01% of Meitav Investment House's portfolio in Q2 2026, its #284 holding.
Meitav Investment House first reported a position in WisdomTree Japan SmallCap Dividend Fund in Q3 2018 and has held it in 26 quarters since.
41 funds tracked by Wall St. Rank held WisdomTree Japan SmallCap Dividend Fund as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.