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

62

Shares Held

1.35M

Call Options Held

0

Put Options Held

0

Motley Fool Wealth Management, LLC Alexandria, VA

280K
Shares

$21 Million
1.2% of portfolio
Raymond James & Associates St Petersburg, FL

186K
Shares

$14 Million
0.01% of portfolio
Morgan Stanley New York, NY

185K
Shares

$13.9 Million
0.0% of portfolio
Vontobel Holding Ltd.

80.3K
Shares

$6.03 Million
0.05% of portfolio
Barry Investment Advisors, LLC

75.7K
Shares

$5.69 Million
1.97% of portfolio

About WISDOMTREE TR JAPAN SMALLCAP D

Ticker DFJ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Purpose Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on First Purpose Wealth LLC with notifications on news.