Surevest, LLC Wisdomtree Tr Japan Smallcap D Transaction History

Surevest, LLC

$368 Million
Q3 2022

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2019 Jul 10, 2019	SELL	N/A	-4,372 Closed	0 $0
Q1 2019 Apr 09, 2019	SELL	N/A	-2,182 Reduced 33.29%	4,372 $298,000
Q4 2018 Feb 20, 2019	BUY	N/A	6,554 New	6,554 $422,000

Others Institutions Holding DFJ

# of Institutions

60

Shares Held

1.2M

Call Options Held

0

Put Options Held

0

Motley Fool Wealth Management, LLC Alexandria, VA

269K
Shares

$21.5 Million
1.09% of portfolio
Morgan Stanley New York, NY

212K
Shares

$16.9 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

185K
Shares

$14.8 Million
0.01% of portfolio
Vontobel Holding Ltd.

80.5K
Shares

$6.45 Million
0.02% of portfolio
Barry Investment Advisors, LLC

74.8K
Shares

$5.99 Million
1.92% of portfolio

About WISDOMTREE TR JAPAN SMALLCAP D

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