Meitav Investment House
DFJ icon

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 		$242K 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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SC
Schoolcraft Capital Boulder, Colorado $568M AUM 14.1% 1-Year Est. Return
LPL Financial
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

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. 78 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.
  • 78 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.