Heritage Financial Services, LLC Wisdomtree Trust Japan Hedged Transaction History
Heritage Financial Services, LLC
- $733 Million
- Q4 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 $626,287. This represents 0.08% of its overall portfolio holdings.
Number of Shares
5,536
Previous 5,536
-0.0%
Holding current value
$626,287
Previous $586,000
4.1%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding DXJ
# of Institutions
357Shares Held
19.1MCall Options Held
105KPut Options Held
64.1K-
Jpmorgan Chase & CO New York, NY3.53MShares$400 Million0.03% of portfolio
-
Morgan Stanley New York, NY2.97MShares$336 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.51MShares$170 Million0.01% of portfolio
-
Liberty Mutual Group Asset Management Inc. Boston, MA680KShares$76.9 Million21.32% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL558KShares$63.1 Million0.02% of portfolio