Latest Institutional Purchases of Wisdomtree Tr Japan Smallcap D (DFJ)
This list provides information on the latest institutional transactions involving Wisdomtree Tr Japan Smallcap D (DFJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.17KNew |
$406K - $462K
|
6.17K
$469K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
5.79KNew |
$381K - $433K
|
5.79K
$440K
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
5.19KNew |
$342K - $388K
|
5.19K
$394K
|
|
|
Feb 05, 2024
Q4 2023
|
Matrix Trust CO
|
BUY
|
- |
2.16KNew |
$142K - $162K
|
2.16K
$164K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
508New |
$33.5K - $38K
|
508
$38.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
412New |
$27.1K - $30.9K
|
412
$31.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
125New |
$8.24K - $9.36K
|
125
$9.51K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
19New |
$1.25K - $1.42K
|
19
$1.45K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
Nkcfo LLC
|
BUY
|
- |
24.6KNew |
$1.62M - $1.76M
|
24.6K
$1.87M
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
316New |
$20.9K - $22.7K
|
316
$24K
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
170New |
$11.2K - $12.2K
|
170
$12.9K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
80+ 4.38% |
$5.16K - $5.46K
|
1.91K
$145K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
3+ 0.65% |
$194 - $205
|
464
$35.3K
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.5KNew |
$214K - $234K
|
3.5K
$266K
|
|
|
May 12, 2023
Q1 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
3.42KNew |
$209K - $229K
|
3.42K
$260K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
81New |
$4.95K - $5.42K
|
81
$6.16K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
42New |
$2.57K - $2.81K
|
42
$3.19K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1+ 50.0% |
$61.1 - $67
|
3
$228
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
18KNew |
$1M - $1.14M
|
18K
$1.37M
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
3.17KNew |
$177K - $200K
|
3.17K
$241K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.06K+ 75.59% |
$59K - $66.9K
|
2.46K
$187K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
450New |
$25.1K - $28.4K
|
450
$34.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$11.1K - $12.6K
|
200
$15.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200New |
$11.1K - $12.6K
|
200
$15.2K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
50New |
$2.79K - $3.16K
|
50
$3.8K
|
|
| Q3 2022 | |||||||
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
4KNew |
$225K - $254K
|
4K
$304K
|
|
| Q2 2022 | |||||||
|
Aug 21, 2023
Q2 2022
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
3.23KNew |
$190K - $216K
|
3.23K
$245K
|
|
|
Aug 11, 2022
Q2 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2021 | |||||||
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
1.42KNew |
$98.2K - $108K
|
1.42K
$108K
|
|
| Q4 2020 | |||||||
|
Feb 12, 2021
Q4 2020
|
Hsbc Holdings PLC
London, X0 |
BUY
|
PUT |
1.92KNew |
$130K - $141K
|
1.92K
$146K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1+ 3.23% |
$53.1 - $68.1
|
32
$2.43K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
77New |
$5.24K - $5.84K
|
77
$5.86K
|
|
| Q1 2019 | |||||||
|
Jan 27, 2020
Q1 2019
|
Tsfg, LLC
|
BUY
|
- |
149New |
N/A
|
149
$11.3K
|
|
| Q4 2018 | |||||||
|
Feb 21, 2019
Q4 2018
|
Lake Point Wealth Management
|
BUY
|
- |
22New |
N/A
|
22
$1.67K
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$76.1
|
|
| Q2 2017 | |||||||
|
Aug 14, 2017
Q2 2017
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
17.3KNew |
N/A
|
17.3K
$1.32M
|
|
| Q4 2016 | |||||||
|
Sep 15, 2017
Q4 2016
|
Assetmark, Inc
|
BUY
|
- |
38New |
N/A
|
38
$2.89K
|
|