Patriot Financial Group Insurance Agency, LLC Wisdomtree Trust Japan Hedged Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 10, 2020	SELL	$39.85 - $50.73 $7,292 - $9,283	-183 Reduced 78.21%	51 $2,000
Q1 2020 Apr 15, 2020	SELL	$36.21 - $54.8 $1,267 - $1,918	-35 Reduced 13.01%	234 $10,000
Q4 2019 Jan 22, 2020	BUY	$49.12 - $56.12 $3,143 - $3,591	64 Added 31.22%	269 $14,000
Q3 2019 Oct 25, 2019	BUY	$48.47 - $50.92 $823 - $865	17 Added 9.04%	205 $10,000
Q2 2019 Aug 07, 2019	BUY	N/A	32 Added 20.51%	188 $9,000
Q1 2019 Apr 29, 2019	BUY	N/A	30 Added 23.81%	156 $8,000
Q4 2018 Feb 04, 2019	SELL	N/A	-56 Reduced 30.77%	126 $6,000
Q3 2018 Oct 30, 2018	BUY	N/A	182 New	182 $11,000
Q2 2018 Aug 14, 2018	SELL	N/A	-55 Closed	0 $0
Q2 2017 Aug 08, 2017	BUY	N/A	55	55 $3,000

Others Institutions Holding DXJ

# of Institutions

335

Shares Held

15.8M

Call Options Held

1.59M

Put Options Held

512K

Morgan Stanley New York, NY

2.98M
Shares

$332 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.51M
Shares

$168 Million
0.01% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

848K
Shares

$94.3 Million
0.02% of portfolio
Schroder Investment Management Group London, X0

583K
Shares

$64.9 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

535K
Shares

$59.5 Million
0.0% of portfolio

View Full List

About WISDOMTREE TRUST JAPAN HEDGED

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