Latest Institutional Purchases of Wisdomtree Trust Japan Hedged (DXJ)
This list provides information on the latest institutional transactions involving Wisdomtree Trust Japan Hedged (DXJ) 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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
554+ 15.38% |
$48.8K - $60.5K
|
4.16K
$462K
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
500New |
$44K - $54.6K
|
500
$55.6K
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
485New |
$42.7K - $53K
|
485
$53.9K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
406New |
$35.7K - $44.3K
|
406
$45.1K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
326New |
$28.7K - $35.6K
|
326
$36.2K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
241New |
$21.2K - $26.3K
|
241
$26.8K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
183+ 7.8% |
$16.1K - $20K
|
2.53K
$281K
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
169New |
$14.9K - $18.5K
|
169
$18.8K
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
91New |
$8.01K - $9.94K
|
91
$10.1K
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
74New |
$6.51K - $8.08K
|
74
$8.22K
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
71New |
$6.25K - $7.75K
|
71
$7.89K
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
30+ 0.28% |
$2.64K - $3.28K
|
10.6K
$1.18M
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13New |
$1.14K - $1.42K
|
13
$1.44K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12New |
$1.06K - $1.31K
|
12
$1.33K
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$264 - $328
|
3
$333
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
318KNew |
$26.6M - $29.1M
|
318K
$35.3M
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
28.1KNew |
$2.36M - $2.58M
|
28.1K
$3.13M
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$869K - $951K
|
10.4K
$1.15M
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.72KNew |
$815K - $892K
|
9.72K
$1.08M
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
8.61KNew |
$722K - $790K
|
8.61K
$957K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.65KNew |
$474K - $519K
|
5.65K
$628K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.78KNew |
$317K - $347K
|
3.78K
$420K
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.78KNew |
$233K - $255K
|
2.78K
$309K
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.69KNew |
$226K - $247K
|
2.69K
$299K
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$218K - $239K
|
2.6K
$289K
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.8KNew |
$151K - $165K
|
1.8K
$200K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
400New |
$33.5K - $36.7K
|
400
$44.4K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$25.2K - $27.5K
|
300
$33.3K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
230New |
$19.3K - $21.1K
|
230
$25.6K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
169+ 1.98% |
$14.2K - $15.5K
|
8.69K
$966K
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
77+ 154.0% |
$6.46K - $7.07K
|
127
$14.1K
|
|
Feb 01, 2024
Q4 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
52New |
$4.36K - $4.77K
|
52
$5.78K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
24New |
$2.01K - $2.2K
|
24
$2.67K
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12New |
$1.01K - $1.1K
|
12
$1.33K
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
7New |
$587 - $642
|
7
$778
|
|
Q3 2023 | |||||||
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
PUT |
160K+ 106.6% |
$12.9M - $14.7M
|
310K
$34.4M
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
18.1KNew |
$1.45M - $1.66M
|
18.1K
$2.01M
|
|
Feb 14, 2024
Q3 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
16.8KNew |
$1.35M - $1.54M
|
16.8K
$1.87M
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
9.9KNew |
$796K - $910K
|
9.9K
$1.1M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.86KNew |
$632K - $722K
|
7.86K
$873K
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
5.7K+ 107.55% |
$458K - $524K
|
11K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
2.84K+ 75.3% |
$228K - $261K
|
6.6K
$733K
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.63KNew |
$211K - $241K
|
2.63K
$292K
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.55KNew |
$205K - $235K
|
2.55K
$284K
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.5KNew |
$201K - $230K
|
2.5K
$278K
|
|
Oct 05, 2023
Q3 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.38KNew |
$191K - $218K
|
2.38K
$264K
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
210New |
$16.9K - $19.3K
|
210
$23.3K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
133+ 1.08% |
$10.7K - $12.2K
|
12.4K
$1.38M
|
|
Oct 26, 2023
Q3 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
126New |
$10.1K - $11.6K
|
126
$14K
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
106+ 0.15% |
$8.52K - $9.74K
|
72K
$8M
|