Comprehensive Wealth Management, LLC Wisdomtree Trust Japan Hedged Transaction History

Comprehensive Wealth Management, LLC

  • $138 Million
  • Q1 2025

A detailed history of Comprehensive Wealth Management, LLC transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 7,639 shares of DXJ stock, worth $868,401. This represents 0.61% of its overall portfolio holdings.

Number of Shares
7,639
Previous 6,473 18.01%
Holding current value
$868,401
Previous $713,000 17.95%
% of portfolio
0.61%
Previous 0.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$106.46 - $114.75 $124,132 - $133,798
1,166 Added 18.01%
7,639 $841,000
Q4 2024

Feb 11, 2025
BUY
$105.85 - $112.84 $30,484 - $32,497
288 Added 4.66%
6,473 $713,000
Q3 2024

Nov 06, 2024
BUY
$91.43 - $117.51 $94,995 - $122,092
1,039 Added 20.19%
6,185 $655,000
Q2 2024

Aug 13, 2024
BUY
$105.42 - $112.82 $542,491 - $580,571
5,146 New
5,146 $580,000

Others Institutions Holding DXJ

# of Institutions
364
Shares Held
14.9M
Call Options Held
35.3K
Put Options Held
55.1K
View Full List

About WISDOMTREE TRUST JAPAN HEDGED

DXJ Quotes by TradingView
  • Ticker DXJ
  • Sector ETFs
  • Industry ETFs
More about DXJ
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