Latest Institutional Transactions on Wisdomtree Tr Japan Smallcap D (DFJ)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Japan Smallcap D (DFJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
SELL
|
- |
-2.2KClosed |
$160K - $172K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-7.36KClosed |
$538K - $576K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-123- 0.45% |
$8.99K - $9.63K
|
27.2K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-6.04K- 94.97% |
$441K - $473K
|
320
$24K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.94KNew |
$215K - $230K
|
2.94K
$221K
|
|
|
May 10, 2024
Q1 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3New |
$219 - $235
|
3
$225
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-19- 2.01% |
$1.39K - $1.49K
|
925
$69.5K
|
|
|
May 07, 2024
Q1 2024
|
Regency Capital Management Inc.\De
|
BUY
|
- |
3.45K+ 14.82% |
$252K - $270K
|
26.7K
$2.01M
|
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
440+ 7.31% |
$32.2K - $34.5K
|
6.46K
$485K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
6.61KNew |
$483K - $518K
|
6.61K
$496K
|
|
|
Apr 22, 2024
Q1 2024
|
First Purpose Wealth LLC
|
SELL
|
- |
-5.41KClosed |
$396K - $424K
|
0
$0
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-50- 50.0% |
$3.65K - $3.92K
|
50
$3.75K
|
|
|
Apr 12, 2024
Q1 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
18.4KNew |
$1.34M - $1.44M
|
18.4K
$1.38M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-834- 16.62% |
$60.9K - $65.3K
|
4.18K
$314K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
167New |
$12.2K - $13.1K
|
167
$12.5K
|
|
| Q4 2023 | |||||||
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
19New |
$1.25K - $1.42K
|
19
$1.43K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.7KNew |
$1.1M - $1.25M
|
16.7K
$1.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-23.8K- 88.34% |
$1.57M - $1.78M
|
3.14K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
7.24KNew |
$477K - $542K
|
7.24K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.17KNew |
$406K - $462K
|
6.17K
$463K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
412New |
$27.1K - $30.9K
|
412
$30.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
50.9KNew |
$3.35M - $3.81M
|
50.9K
$3.82M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
38.9KNew |
$2.56M - $2.91M
|
38.9K
$2.92M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
125New |
$8.24K - $9.36K
|
125
$9.39K
|
|
|
Feb 06, 2024
Q4 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
15.4KNew |
$1.01M - $1.15M
|
15.4K
$1.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
2.16KNew |
$142K - $162K
|
2.16K
$162K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
21.6KNew |
$1.42M - $1.62M
|
21.6K
$1.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.83KNew |
$648K - $736K
|
9.83K
$738K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.5KNew |
$2.8M - $3.19M
|
42.5K
$3.19M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.19KNew |
$342K - $388K
|
5.19K
$389K
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
38.9KNew |
$2.56M - $2.91M
|
38.9K
$2.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
508New |
$33.5K - $38K
|
508
$38.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
13.9KNew |
$918K - $1.04M
|
13.9K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.79KNew |
$381K - $433K
|
5.79K
$435K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
24.5KNew |
$1.61M - $1.83M
|
24.5K
$1.84M
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
170New |
$11.2K - $12.2K
|
170
$12.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Nkcfo LLC
|
BUY
|
- |
24.6KNew |
$1.62M - $1.76M
|
24.6K
$1.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
316New |
$20.9K - $22.7K
|
316
$23.7K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
80+ 4.38% |
$5.16K - $5.46K
|
1.91K
$143K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
3+ 0.65% |
$194 - $205
|
464
$34.8K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-258- 73.71% |
$16.6K - $17.6K
|
92
$6.91K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-200- 93.02% |
$12.2K - $13.4K
|
15
$1.13K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.42KNew |
$209K - $229K
|
3.42K
$257K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-887- 41.22% |
$54.2K - $59.4K
|
1.27K
$95K
|
|
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.5KNew |
$214K - $234K
|
3.5K
$263K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1+ 50.0% |
$61.1 - $67
|
3
$225
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
81New |
$4.95K - $5.42K
|
81
$6.08K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42New |
$2.57K - $2.81K
|
42
$3.15K
|
|
| Q4 2022 | |||||||
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.06K+ 75.59% |
$59K - $66.9K
|
2.46K
$185K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
18KNew |
$1M - $1.14M
|
18K
$1.35M
|
|