Montecito Bank & Trust Wisdomtree Tr Japan Smallcap D Transaction History

Montecito Bank & Trust

$583 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Oct 11, 2018	SELL	N/A	-12,321 Closed	0 $0
Q2 2018 Aug 02, 2018	BUY	N/A	12,321 New	12,321 $949,000

Others Institutions Holding DFJ

# of Institutions

65

Shares Held

1.28M

Call Options Held

2.8K

Put Options Held

1K

Morgan Stanley New York, NY

266K
Shares

$20.1 Million
0.0% of portfolio
Motley Fool Wealth Management, LLC Alexandria, VA

244K
Shares

$18.3 Million
1.05% of portfolio
Raymond James & Associates St Petersburg, FL

188K
Shares

$14.2 Million
0.01% of portfolio
Vontobel Holding Ltd.

81.5K
Shares

$6.13 Million
0.02% of portfolio
Barry Investment Advisors, LLC

75.5K
Shares

$5.68 Million
1.89% of portfolio

About WISDOMTREE TR JAPAN SMALLCAP D

Ticker DFJ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Montecito Bank & Trust, based on Form 13F filings with the SEC.

News

Stay updated on Montecito Bank & Trust with notifications on news.