Heritage Financial Services, LLC Wisdomtree Trust Japan Hedged Transaction History
Heritage Financial Services, LLC
- $653 Million
- Q1 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 $637,747. This represents 0.09% of its overall portfolio holdings.
Number of Shares
5,536
Previous 6,064
8.71%
Holding current value
$637,747
Previous $533,000
12.57%
% of portfolio
0.09%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DXJ
# of Institutions
340Shares Held
21.7MCall Options Held
1.15MPut Options Held
758K-
Morgan Stanley New York, NY3.48MShares$401 Million0.03% of portfolio
-
Bank Of Montreal Toronto, A61.9MShares$219 Million0.11% of portfolio
-
Jpmorgan Chase & CO New York, NY1.83MShares$210 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.77MShares$204 Million0.02% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL897KShares$103 Million0.15% of portfolio