Tarbox Family Office, Inc. Wisdomtree Trust Japan Hedged Transaction History

Tarbox Family Office, Inc.

$569 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 31, 2020	SELL	N/A	-398 Closed	0 $0
Q3 2019 Oct 25, 2019	SELL	N/A	-1,435 Reduced 78.29%	398 $20,000
Q2 2019 Aug 02, 2019	BUY	N/A	1,833 New	1,833 $89,000

Others Institutions Holding DXJ

# of Institutions

340

Shares Held

21.7M

Call Options Held

1.15M

Put Options Held

758K

Morgan Stanley New York, NY

3.48M
Shares

$399 Million
0.03% of portfolio
Bank Of Montreal Toronto, A6

1.9M
Shares

$218 Million
0.11% of portfolio
Jpmorgan Chase & CO New York, NY

1.83M
Shares

$209 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

1.77M
Shares

$203 Million
0.02% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

897K
Shares

$103 Million
0.15% of portfolio

About WISDOMTREE TRUST JAPAN HEDGED

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