Valeo Financial Advisors, LLC Wisdomtree Tr Japan Smallcap D Transaction History

Valeo Financial Advisors, LLC

$3.49 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$73.11 - $77.64 $5,337 - $5,667	-73 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	N/A	-100 Reduced 57.8%	73 $5,000
Q1 2018 Apr 12, 2018	BUY	N/A	173 New	173 $14,000

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

Ticker DFJ
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