Steward Partners Investment Advisory, LLC Wisdomtree Tr Japan Smallcap D Transaction History

Steward Partners Investment Advisory, LLC

  • $9.37 Billion
  • Q2 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in Wisdomtree Tr Japan Smallcap D stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 40 shares of DFJ stock, worth $3,191. This represents 0.0% of its overall portfolio holdings.

Number of Shares
40
Previous 215 81.4%
Holding current value
$3,191
Previous $16,000 81.25%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$73.35 - $76.97 $12,836 - $13,469
-175 Reduced 81.4%
40 $3,000
Q1 2024

May 15, 2024
SELL
$73.07 - $78.33 $29,958 - $32,115
-410 Reduced 65.6%
215 $16,000
Q4 2023

Feb 12, 2024
BUY
$65.89 - $74.9 $41,181 - $46,812
625 New
625 $46,000
Q1 2022

May 02, 2022
SELL
$65.2 - $72.61 $412,781 - $459,693
-6,331 Closed
0 $0
Q4 2021

Feb 08, 2022
BUY
$69.32 - $76.28 $23,915 - $26,316
345 Added 5.76%
6,331 $452,000
Q3 2021

Nov 12, 2021
BUY
$72.64 - $81.51 $3,632 - $4,075
50 Added 0.84%
5,986 $460,000
Q2 2021

Aug 13, 2021
BUY
$73.11 - $77.64 $16,157 - $17,158
221 Added 3.87%
5,936 $438,000
Q1 2021

May 14, 2021
BUY
$71.44 - $79.93 $22,074 - $24,698
309 Added 5.72%
5,715 $0
Q4 2020

Feb 11, 2021
BUY
$68.05 - $73.36 $9,935 - $10,710
146 Added 2.78%
5,406 $392,000
Q3 2020

Oct 30, 2020
SELL
$61.92 - $70.87 $597,280 - $683,612
-9,646 Reduced 64.71%
5,260 $368,000
Q2 2020

Aug 06, 2020
SELL
$53.11 - $68.12 $31,972 - $41,008
-602 Reduced 3.88%
14,906 $953,000
Q1 2020

Apr 29, 2020
BUY
$49.2 - $74.45 $22,238 - $33,651
452 Added 3.0%
15,508 $901,000
Q4 2019

Jan 17, 2020
SELL
$68.03 - $75.84 $340 - $379
-5 Reduced 0.03%
15,056 $1.11 Million
Q3 2019

Oct 30, 2019
BUY
$66.02 - $69.67 $36,178 - $38,179
548 Added 3.78%
15,061 $1.04 Million
Q2 2019

Jul 25, 2019
BUY
N/A
276 Added 1.94%
14,513 $959,000
Q1 2019

Apr 30, 2019
BUY
N/A
616 Added 4.52%
14,237 $970,000
Q4 2018

Jan 15, 2019
BUY
N/A
506 Added 3.86%
13,621 $877,000
Q3 2018

Oct 23, 2018
BUY
N/A
814 Added 6.62%
13,115 $1.02 Million
Q2 2018

Jul 20, 2018
BUY
N/A
10,740 Added 688.02%
12,301 $947,000
Q1 2018

Apr 20, 2018
BUY
N/A
684 Added 77.99%
1,561 $126,000
Q4 2017

Jan 19, 2018
BUY
N/A
285 Added 48.14%
877 $70,000
Q3 2017

Nov 22, 2017
BUY
N/A
592
592 $44,000

Others Institutions Holding DFJ

# of Institutions
60
Shares Held
1.2M
Call Options Held
0
Put Options Held
0
View Full List

About WISDOMTREE TR JAPAN SMALLCAP D

DFJ Quotes by TradingView
  • Ticker DFJ
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