Summit Financial, LLC Wisdomtree Trust Japan Hedged Transaction History

Summit Financial, LLC

$2.54 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 07, 2023	BUY	$80.4 - $91.89 $795,799 - $909,527	9,898 New	9,898 $873,000

Others Institutions Holding DXJ

# of Institutions

334

Shares Held

15.8M

Call Options Held

1.59M

Put Options Held

512K

Morgan Stanley New York, NY

2.98M
Shares

$325 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.51M
Shares

$164 Million
0.01% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

848K
Shares

$92.3 Million
0.02% of portfolio
Schroder Investment Management Group London, X0

583K
Shares

$63.5 Million
0.07% of portfolio
Jpmorgan Chase & CO New York, NY

535K
Shares

$58.2 Million
0.0% of portfolio

About WISDOMTREE TRUST JAPAN HEDGED

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