Concord Wealth Partners Wisdomtree Trust Japan Hedged Transaction History

Concord Wealth Partners

$603 Million
Q4 2024

A detailed history of Concord Wealth Partners transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Concord Wealth Partners holds 332 shares of DXJ stock, worth $36,649. This represents 0.01% of its overall portfolio holdings.

Number of Shares

332

Previous 613 45.84%

Holding current value

$36,649

Previous $64,000 43.75%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$105.85 - $112.84 $29,743 - $31,708	-281 Reduced 45.84%	332 $36,000
Q3 2024 Oct 24, 2024	SELL	$91.43 - $117.51 $1.04 Million - $1.33 Million	-11,322 Reduced 94.86%	613 $64,000
Q2 2024 Jul 31, 2024	BUY	$105.42 - $112.82 $19,924 - $21,322	189 Added 1.61%	11,935 $1.35 Million
Q1 2024 Apr 30, 2024	BUY	$88.02 - $109.21 $10,034 - $12,449	114 Added 0.98%	11,746 $1.27 Million
Q4 2023 Apr 30, 2024	BUY	$83.85 - $91.76 $67,331 - $73,683	803 Added 7.42%	11,632 $1.02 Million
Q4 2023 Feb 05, 2024	BUY	$83.85 - $91.76 $67,331 - $73,683	803 Added 7.42%	11,632 $1.02 Million
Q3 2023 Apr 30, 2024	SELL	$80.4 - $91.89 $64,561 - $73,787	-803 Reduced 6.9%	10,829 $955,000
Q3 2023 Oct 25, 2023	BUY	$80.4 - $91.89 $870,651 - $995,076	10,829 New	10,829 $955,000

Others Institutions Holding DXJ

# of Institutions

342

Shares Held

15.7M

Call Options Held

1.6M

Put Options Held

512K

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About WISDOMTREE TRUST JAPAN HEDGED

Ticker DXJ
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Concord Wealth Partners Wisdomtree Trust Japan Hedged Transaction History