Institute For Wealth Management, Llc. Wisdomtree Trust Japan Hedged Transaction History

Institute For Wealth Management, Llc.

$781 Million
Q3 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 8,732 shares of DXJ stock, worth $940,436. This represents 0.12% of its overall portfolio holdings.

Number of Shares

8,732

Previous 8,802 0.8%

Holding current value

$940,436

Previous $993,000 6.85%

% of portfolio

0.12%

Previous 0.13%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$91.43 - $117.51 $6,400 - $8,225	-70 Reduced 0.8%	8,732 $925,000
Q2 2024 Jul 25, 2024	SELL	$105.42 - $112.82 $2,108 - $2,256	-20 Reduced 0.23%	8,802 $993,000
Q1 2024 Apr 30, 2024	SELL	$88.02 - $109.21 $616 - $764	-7 Reduced 0.08%	8,822 $957,000
Q3 2023 Oct 13, 2023	SELL	$80.4 - $91.89 $11,738 - $13,415	-146 Reduced 1.63%	8,829 $779,000
Q1 2023 Apr 20, 2023	SELL	$63.95 - $73.06 $2,877 - $3,287	-45 Reduced 0.5%	8,975 $634,000
Q4 2022 Feb 02, 2023	SELL	$62.61 - $69.44 $4,633 - $5,138	-74 Reduced 0.81%	9,020 $579,000
Q2 2022 Jul 25, 2022	SELL	$61.61 - $66.72 $10,227 - $11,075	-166 Reduced 1.79%	9,094 $568,000
Q1 2022 Apr 29, 2022	SELL	$57.34 - $65.89 $4,013 - $4,612	-70 Reduced 0.75%	9,260 $593,000
Q1 2021 May 04, 2021	BUY	$53.49 - $62.31 $3,476 - $4,050	65 Added 0.7%	9,330 $572,000
Q4 2020 Feb 01, 2021	SELL	$47.75 - $54.6 $8,308 - $9,500	-174 Reduced 1.84%	9,265 $504,000
Q1 2020 Apr 29, 2020	SELL	$36.21 - $54.8 $33,675 - $50,964	-930 Reduced 8.97%	9,439 $398,000
Q4 2019 Feb 27, 2020	BUY	$49.12 - $56.12 $481,916 - $550,593	9,811 Added 1758.24%	10,369 $558,000
Q4 2019 Jan 27, 2020	SELL	$49.12 - $56.12 $488,498 - $558,113	-9,945 Reduced 94.69%	558 $558,000
Q3 2019 Oct 28, 2019	BUY	$48.47 - $50.92 $48 - $50	1 Added 0.01%	10,503 $530,000
Q2 2019 Aug 02, 2019	SELL	N/A	-453 Reduced 4.14%	10,502 $511,000
Q4 2018 Feb 08, 2019	BUY	N/A	228 Added 2.13%	10,955 $508,000
Q3 2018 Oct 29, 2018	SELL	N/A	-26 Reduced 0.24%	10,727 $617,000
Q2 2018 Aug 10, 2018	SELL	N/A	-120 Reduced 1.1%	10,753 $581,000
Q1 2018 May 15, 2018	BUY	N/A	431 Added 4.13%	10,873 $617,000
Q4 2017 Feb 12, 2018	SELL	N/A	-173 Reduced 1.63%	10,442 $617,000
Q3 2017 Nov 14, 2017	SELL	N/A	-245 Reduced 2.26%	10,615 $578,000
Q2 2017 Aug 14, 2017	BUY	N/A	10,860	10,860 $564,000

Others Institutions Holding DXJ

# of Institutions

332

Shares Held

15.8M

Call Options Held

1.59M

Put Options Held

512K

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About WISDOMTREE TRUST JAPAN HEDGED

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Institute For Wealth Management, Llc. Wisdomtree Trust Japan Hedged Transaction History