Purchases and Sales Made in Q4 2023 in Wisdomtree Tr Japan Smallcap D (DFJ)
This table provides information about the institutional ownership of Wisdomtree Tr Japan Smallcap D (DFJ) during Q4 2023. The information is specifically focused on institutions that hold shares of WISDOMTREE TR JAPAN SMALLCAP D.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 16, 2024
Q4 2023
|
3 Edge Asset Management, LP
|
BUY
|
- |
926K+ 4081.54% |
$61M - $69.3M
|
948K
$72M
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
153KNew |
$10.1M - $11.5M
|
153K
$11.6M
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
50.9KNew |
$3.35M - $3.81M
|
50.9K
$3.87M
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.5KNew |
$2.8M - $3.19M
|
42.5K
$3.23M
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
38.9KNew |
$2.56M - $2.91M
|
38.9K
$2.95M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
38.9KNew |
$2.56M - $2.91M
|
38.9K
$2.95M
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
24.5KNew |
$1.61M - $1.83M
|
24.5K
$1.86M
|
|
Jan 23, 2024
Q4 2023
|
Regency Capital Management Inc.\De
|
BUY
|
- |
23.3KNew |
$1.53M - $1.74M
|
23.3K
$1.77M
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
21.6KNew |
$1.42M - $1.62M
|
21.6K
$1.64M
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.7KNew |
$1.1M - $1.25M
|
16.7K
$1.27M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.5K+ 100.62% |
$1.02M - $1.16M
|
30.8K
$2.34M
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
15.4KNew |
$1.01M - $1.15M
|
15.4K
$1.17M
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$918K - $1.04M
|
13.9K
$1.06M
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.4K+ 8.22% |
$883K - $1M
|
176K
$13.4M
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.4KNew |
$880K - $1M
|
13.4K
$1.01M
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
12.8K+ 169.87% |
$843K - $958K
|
20.3K
$1.54M
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
10.5KNew |
$694K - $789K
|
10.5K
$800K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.83KNew |
$648K - $736K
|
9.83K
$746K
|
|
Feb 14, 2024
Q4 2023
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
7.36KNew |
$485K - $551K
|
7.36K
$559K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.24KNew |
$477K - $542K
|
7.24K
$550K
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
7.21K+ 10.83% |
$475K - $540K
|
73.7K
$5.6M
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.82K+ 54.24% |
$449K - $511K
|
19.4K
$1.47M
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.37K+ 3.76% |
$420K - $477K
|
176K
$13.3M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.17KNew |
$406K - $462K
|
6.17K
$468K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.79KNew |
$381K - $433K
|
5.79K
$439K
|
|
Apr 22, 2024
Q4 2023
|
First Purpose Wealth LLC
|
BUY
|
- |
5.41KNew |
$357K - $405K
|
5.41K
$411K
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.19KNew |
$342K - $388K
|
5.19K
$394K
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
5.02KNew |
$331K - $376K
|
5.02K
$381K
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.2KNew |
$145K - $164K
|
2.2K
$167K
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
2.16KNew |
$142K - $162K
|
2.16K
$164K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
625New |
$41.2K - $46.8K
|
625
$47.5K
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
508New |
$33.5K - $38K
|
508
$38.6K
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
467+ 0.66% |
$30.8K - $35K
|
71.3K
$5.42M
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
412New |
$27.1K - $30.9K
|
412
$31.3K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
142+ 7.37% |
$9.36K - $10.6K
|
2.07K
$157K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
125New |
$8.24K - $9.36K
|
125
$9.49K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
110+ 1.72% |
$7.25K - $8.24K
|
6.52K
$495K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
19New |
$1.25K - $1.42K
|
19
$1.44K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 15, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-10- 0.31% |
$659 - $749
|
3.21K
$244K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-22- 19.64% |
$1.45K - $1.65K
|
90
$6.83K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-49- 0.76% |
$3.23K - $3.67K
|
6.36K
$483K
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-189- 92.65% |
$12.5K - $14.2K
|
15
$1.14K
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-235- 1.19% |
$15.5K - $17.6K
|
19.6K
$1.49M
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-300- 6.98% |
$19.8K - $22.5K
|
4K
$304K
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-450- 7.52% |
$29.7K - $33.7K
|
5.54K
$421K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-814- 2.92% |
$53.6K - $61K
|
27K
$2.05M
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-855- 1.05% |
$56.3K - $64K
|
80.8K
$6.13M
|