Latest Institutional Transactions on Wisdomtree Trust Japan Hedged (DXJ)
This table provides information on the latest institutional transactions involving Wisdomtree Trust Japan Hedged (DXJ) 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 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
500New |
$44K - $54.6K
|
500
$56.7K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
BUY
|
- |
1KNew |
$88K - $109K
|
1K
$113K
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-62K- 100.0% |
$5.45M - $6.77M
|
1
$113
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-708- 1.57% |
$62.3K - $77.3K
|
44.5K
$5.05M
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
91New |
$8.01K - $9.94K
|
91
$10.3K
|
|
Apr 23, 2024
Q1 2024
|
Valicenti Advisory Services Inc
|
BUY
|
- |
13.5KNew |
$1.19M - $1.48M
|
13.5K
$1.53M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-700- 7.69% |
$61.6K - $76.4K
|
8.4K
$952K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-3.61K- 63.2% |
$318K - $394K
|
2.1K
$238K
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-8- 4.12% |
$704 - $874
|
186
$21.1K
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-150- 1.84% |
$13.2K - $16.4K
|
8K
$907K
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.01KNew |
$176K - $219K
|
2.01K
$227K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
SELL
|
- |
-243- 50.0% |
$21.4K - $26.5K
|
243
$27.6K
|
|
Q4 2023 | |||||||
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12New |
$1.01K - $1.1K
|
12
$1.36K
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$218K - $239K
|
2.6K
$295K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
230New |
$19.3K - $21.1K
|
230
$26.1K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
318KNew |
$26.6M - $29.1M
|
318K
$36M
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-51- 1.49% |
$4.28K - $4.68K
|
3.37K
$382K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7New |
$587 - $642
|
7
$794
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.65KNew |
$474K - $519K
|
5.65K
$641K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.8KNew |
$151K - $165K
|
1.8K
$204K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
169+ 1.98% |
$14.2K - $15.5K
|
8.69K
$986K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
24New |
$2.01K - $2.2K
|
24
$2.72K
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10- 0.41% |
$839 - $918
|
2.41K
$273K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.72KNew |
$815K - $892K
|
9.72K
$1.1M
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.78KNew |
$317K - $347K
|
3.78K
$429K
|
|
Feb 06, 2024
Q4 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-119- 28.33% |
$9.98K - $10.9K
|
301
$34.1K
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$869K - $951K
|
10.4K
$1.17M
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.69KNew |
$226K - $247K
|
2.69K
$305K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
52New |
$4.36K - $4.77K
|
52
$5.9K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$25.2K - $27.5K
|
300
$34K
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-16.1K- 75.93% |
$1.35M - $1.47M
|
5.1K
$578K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.56K- 4.89% |
$298K - $326K
|
69.1K
$7.84M
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
28.1KNew |
$2.36M - $2.58M
|
28.1K
$3.19M
|
|
Jan 10, 2024
Q4 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-54.2K- 91.55% |
$4.55M - $4.98M
|
5.01K
$568K
|
|
Q3 2023 | |||||||
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
16.8KNew |
$1.35M - $1.54M
|
16.8K
$1.9M
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
210New |
$16.9K - $19.3K
|
210
$23.8K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1New |
$80.4 - $91.9
|
1
$113
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
34New |
$2.73K - $3.12K
|
34
$3.85K
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
2.84K+ 75.3% |
$228K - $261K
|
6.6K
$748K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-21.2K- 38.79% |
$1.71M - $1.95M
|
33.5K
$3.8M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.86KNew |
$632K - $722K
|
7.86K
$891K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-41.7K- 51.23% |
$3.35M - $3.83M
|
39.7K
$4.5M
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
106+ 0.15% |
$8.52K - $9.74K
|
72K
$8.16M
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
85New |
$6.83K - $7.81K
|
85
$9.64K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-100- 12.5% |
$8.04K - $9.19K
|
700
$79.4K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
PUT |
160K+ 106.6% |
$12.9M - $14.7M
|
310K
$35.1M
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.5KNew |
$201K - $230K
|
2.5K
$283K
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.63KNew |
$211K - $241K
|
2.63K
$298K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.75K- 3.09% |
$141K - $161K
|
54.8K
$6.21M
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-654- 10.52% |
$52.6K - $60.1K
|
5.56K
$631K
|