Geneos Wealth Management Inc. Wisdomtree Trust Japan Hedged Transaction History

Geneos Wealth Management Inc.

$2.77 Billion
Q4 2024

A detailed history of Geneos Wealth Management Inc. transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Geneos Wealth Management Inc. holds 49,929 shares of DXJ stock, worth $5.69 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

49,929

Previous 49,600 0.66%

Holding current value

$5.69 Million

Previous $5.26 Million 4.74%

% of portfolio

0.2%

Previous 0.2%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$105.85 - $112.84 $34,824 - $37,124	329 Added 0.66%	49,929 $5.51 Million
Q3 2024 Nov 14, 2024	BUY	$91.43 - $117.51 $50,103 - $64,395	548 Added 1.12%	49,600 $5.26 Million
Q2 2024 Jul 23, 2024	SELL	$105.42 - $112.82 $20,767 - $22,225	-197 Reduced 0.4%	49,052 $5.53 Million
Q1 2024 May 03, 2024	BUY	$88.02 - $109.21 $4.32 Million - $5.35 Million	49,030 Added 22388.13%	49,249 $5.34 Million
Q3 2023 Oct 11, 2023	BUY	$80.4 - $91.89 $17,607 - $20,123	219 New	219 $19,000
Q2 2021 Jul 08, 2021	SELL	$58.6 - $62.81 $3,340 - $3,580	-57 Closed	0 $0
Q1 2021 Jun 17, 2021	BUY	$53.49 - $62.31 $3,048 - $3,551	57 New	57 $3,000
Q1 2020 Sep 07, 2021	SELL	$36.21 - $54.8 $2,534 - $3,836	-70 Closed	0 $0
Q3 2019 Sep 07, 2021	BUY	$48.47 - $50.92 $2,084 - $2,189	43 Added 159.26%	70 $3,000
Q1 2019 Sep 07, 2021	SELL	N/A	-27,403 Reduced 99.9%	27 $1,000
Q4 2018 Sep 07, 2021	SELL	N/A	-43,510 Reduced 61.33%	27,430 $1.28 Million
Q3 2018 Sep 07, 2021	BUY	N/A	70,940 New	70,940 $4.11 Million
Q2 2018 Sep 07, 2021	SELL	N/A	-319 Closed	0 $0
Q1 2018 Sep 07, 2021	SELL	N/A	-1,200 Reduced 79.0%	319 $17,000
Q4 2017 Sep 07, 2021	SELL	N/A	-83 Reduced 5.18%	1,519 $90,000
Q3 2017 Sep 07, 2021	SELL	N/A	-267 Reduced 14.29%	1,602 $87,000
Q1 2017 Sep 07, 2021	BUY	N/A	462 Added 32.84%	1,869 $94,000
Q4 2016 Sep 07, 2021	BUY	N/A	1,407	1,407 $69,000

Others Institutions Holding DXJ

# of Institutions

357

Shares Held

19.1M

Call Options Held

105K

Put Options Held

64.1K

View Full List

About WISDOMTREE TRUST JAPAN HEDGED

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Geneos Wealth Management Inc. Wisdomtree Trust Japan Hedged Transaction History