First Purpose Wealth LLC Wisdomtree Tr Japan Smallcap D Transaction History

First Purpose Wealth LLC

$275 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 22, 2024	SELL	$73.07 - $78.33 $395,527 - $424,000	-5,413 Closed	0 $0
Q4 2023 Apr 22, 2024	BUY	$65.89 - $74.9 $356,662 - $405,433	5,413 New	5,413 $405,000

Others Institutions Holding DFJ

# of Institutions

64

Shares Held

1.46M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

263K
Shares

$24.2 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

200K
Shares

$18.4 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$17.3 Million
0.01% of portfolio
Motley Fool Wealth Management, LLC Alexandria, VA

166K
Shares

$15.2 Million
0.92% of portfolio
Barry Investment Advisors, LLC

85K
Shares

$7.81 Million
1.86% of portfolio

About WISDOMTREE TR JAPAN SMALLCAP D

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