Sheets Smith Wealth Management Wisdomtree Trust Japan Hedged Transaction History

Sheets Smith Wealth Management

$807 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 28, 2020	SELL	$36.21 - $54.8 $202,486 - $306,441	-5,592 Closed	0 $0
Q4 2019 Jan 24, 2020	SELL	$49.12 - $56.12 $5,992 - $6,846	-122 Reduced 2.14%	5,592 $301,000
Q3 2019 Oct 28, 2019	BUY	$48.47 - $50.92 $581 - $611	12 Added 0.21%	5,714 $288,000
Q2 2019 Jul 12, 2019	BUY	N/A	5 Added 0.09%	5,702 $278,000
Q1 2019 May 13, 2019	BUY	N/A	1 Added 0.02%	5,697 $288,000
Q4 2018 Jan 11, 2019	SELL	N/A	-2,930 Reduced 33.97%	5,696 $264,000
Q3 2018 Oct 15, 2018	SELL	N/A	-1,047 Reduced 10.82%	8,626 $500,000
Q2 2018 Jul 26, 2018	SELL	N/A	-655 Reduced 6.34%	9,673 $522,000
Q1 2018 Apr 09, 2018	SELL	N/A	-923 Reduced 8.2%	10,328 $578,000
Q4 2017 Jan 12, 2018	BUY	N/A	167 Added 1.51%	11,251 $668,000
Q3 2017 Oct 12, 2017	BUY	N/A	11,084	11,084 $606,000

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

$319 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.51M
Shares

$161 Million
0.01% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

848K
Shares

$90.7 Million
0.02% of portfolio
Schroder Investment Management Group London, X0

583K
Shares

$62.4 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

535K
Shares

$57.2 Million
0.0% of portfolio

About WISDOMTREE TRUST JAPAN HEDGED

Ticker DXJ
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.