Heritage Wealth Management, LLC Wisdomtree Trust Japan Hedged Transaction History

Heritage Wealth Management, LLC

$177 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$62.61 - $69.44 $876 - $972	14 Added 100.0%	28 $1,000
Q3 2022 Nov 14, 2022	BUY	$61.68 - $66.33 $863 - $928	14 New	14 $1,000

Others Institutions Holding DXJ

# of Institutions

334

Shares Held

15.8M

Call Options Held

1.59M

Put Options Held

512K

Morgan Stanley New York, NY

2.98M
Shares

$326 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.51M
Shares

$165 Million
0.01% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

848K
Shares

$92.7 Million
0.02% of portfolio
Schroder Investment Management Group London, X0

583K
Shares

$63.7 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

535K
Shares

$58.4 Million
0.0% of portfolio

About WISDOMTREE TRUST JAPAN HEDGED

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