Heritage Financial Services, LLC Wisdomtree Trust Japan Hedged Transaction History
Heritage Financial Services, LLC
- $732 Million
- Q3 2024
A detailed history of Heritage Financial Services, LLC transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Heritage Financial Services, LLC holds 5,536 shares of DXJ stock, worth $616,544. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,536
Previous 5,552
0.29%
Holding current value
$616,544
Previous $626,000
6.39%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding DXJ
# of Institutions
335Shares Held
15.8MCall Options Held
1.59MPut Options Held
512K-
Morgan Stanley New York, NY2.98MShares$332 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.51MShares$168 Million0.01% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA848KShares$94.4 Million0.02% of portfolio
-
Schroder Investment Management Group London, X0583KShares$64.9 Million0.07% of portfolio
-
Jpmorgan Chase & CO New York, NY535KShares$59.5 Million0.0% of portfolio