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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$11.1K - $12.6K
|
200
$15K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
450New |
$25.1K - $28.4K
|
450
$33.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.17KNew |
$177K - $200K
|
3.17K
$238K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
50New |
$2.79K - $3.16K
|
50
$3.75K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200New |
$11.1K - $12.6K
|
200
$15K
|
|
| Q3 2022 | |||||||
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4KNew |
$225K - $254K
|
4K
$300K
|
|
| Q2 2022 | |||||||
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3.23KNew |
$190K - $216K
|
3.23K
$242K
|
|
|
Aug 15, 2022
Q2 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.66KClosed |
$216K - $245K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-186Closed |
$11K - $12.5K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-283Closed |
$16.7K - $18.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-4.06KClosed |
$239K - $272K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-14.7KClosed |
$865K - $984K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-71Closed |
$4.18K - $4.75K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-561Closed |
$33K - $37.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-230Closed |
$15K - $16.7K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-3.03KClosed |
$198K - $220K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-4.8KClosed |
$313K - $348K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.42KNew |
$98.2K - $108K
|
1.42K
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.92KClosed |
$202K - $223K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-41Closed |
$2.84K - $3.13K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-33Closed |
$2.29K - $2.52K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.15KClosed |
$219K - $241K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-2.75KClosed |
$191K - $210K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-75Closed |
$5.2K - $5.72K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-396- 5.05% |
$28.8K - $32.3K
|
7.45K
$559K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-95Closed |
$6.9K - $7.74K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-24Closed |
$1.74K - $1.96K
|
0
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-73Closed |
$5.34K - $5.67K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-150- 19.48% |
$11K - $11.6K
|
620
$46.6K
|
|
| Q1 2021 | |||||||
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-445- 30.8% |
$31.8K - $35.6K
|
1K
$75.1K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
1.92KNew |
$130K - $141K
|
1.92K
$144K
|
|
| Q3 2020 | |||||||
|
May 15, 2024
Q3 2020
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-173Closed |
$10.7K - $12.3K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-180Closed |
$11.1K - $12.8K
|
0
$0
|
|
|
Nov 09, 2020
Q3 2020
|
Fifth Third Bancorp
|
SELL
|
- |
-100Closed |
$6.19K - $7.09K
|
0
$0
|
|
|
Nov 06, 2020
Q3 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20Closed |
$1.24K - $1.42K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-265Closed |
$16.4K - $18.8K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 3.23% |
$53.1 - $68.1
|
32
$2.4K
|
|
|
Aug 11, 2020
Q2 2020
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.59KClosed |
$403K - $517K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-29Closed |
$1.54K - $1.98K
|
0
$0
|
|
|
Jul 29, 2020
Q2 2020
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-25Closed |
$1.33K - $1.7K
|
0
$0
|
|
|
Jul 10, 2020
Q2 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-14Closed |
$744 - $954
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 13, 2020
Q1 2020
|
Us Bancorp \De\
|
SELL
|
- |
-245Closed |
$12.1K - $18.2K
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2.84KClosed |
$140K - $212K
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-8Closed |
$394 - $596
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-48- 9.88% |
$2.36K - $3.57K
|
438
$32.9K
|
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-1.7KClosed |
$83.5K - $126K
|
0
$0
|
|