Moulton Wealth Management, Inc Wisdomtree Trust Japan Hedged Transaction History
Moulton Wealth Management, Inc
- $132 Million
- Q2 2025
A detailed history of Moulton Wealth Management, Inc transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 18,614 shares of DXJ stock, worth $2.14 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
18,614
Previous 8,508
118.78%
Holding current value
$2.14 Million
Previous $943,000
125.56%
% of portfolio
1.62%
Previous 0.72%
Shares
4 transactions
Others Institutions Holding DXJ
# of Institutions
371Shares Held
15MCall Options Held
35.3KPut Options Held
55.1K-
Morgan Stanley New York, NY2.68MShares$308 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC1.48MShares$170 Million0.01% of portfolio
-
Liberty Mutual Group Asset Management Inc. Boston, MA699KShares$80.3 Million31.98% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA552KShares$63.5 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC518KShares$59.6 Million0.02% of portfolio