Purchases and Sales Made in Q1 2024 in Wisdomtree Trust Japan Hedged (DXJ)
This table provides information about the institutional ownership of Wisdomtree Trust Japan Hedged (DXJ) during Q1 2024. The information is specifically focused on institutions that hold shares of WISDOMTREE TRUST JAPAN HEDGED .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
485New |
$42.7K - $53K
|
485
$52.8K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
478+ 13.33% |
$42.1K - $52.2K
|
4.06K
$442K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
433New |
$38.1K - $47.3K
|
433
$47.1K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
415+ 560.81% |
$36.5K - $45.3K
|
489
$53.2K
|
|
|
May 15, 2024
Q1 2024
|
Glenorchy Capital LTD
Boorolite, C3 |
BUY
|
- |
410+ 0.87% |
$36.1K - $44.8K
|
47.7K
$5.19M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
406New |
$35.7K - $44.3K
|
406
$44.2K
|
|
|
May 07, 2024
Q1 2024
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
400+ 14.11% |
$35.2K - $43.7K
|
3.24K
$352K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
377+ 339.64% |
$33.2K - $41.2K
|
488
$53.1K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
328New |
$28.9K - $35.8K
|
328
$35.7K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
326New |
$28.7K - $35.6K
|
326
$35.5K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
308New |
$27.1K - $33.6K
|
308
$33.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
297+ 0.35% |
$26.1K - $32.4K
|
86.2K
$9.38M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
276New |
$24.3K - $30.1K
|
276
$30K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
267+ 2.86% |
$23.5K - $29.2K
|
9.62K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
241New |
$21.2K - $26.3K
|
241
$26.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
224New |
$19.7K - $24.5K
|
224
$24.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
196+ 5.24% |
$17.3K - $21.4K
|
3.93K
$428K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
183+ 7.8% |
$16.1K - $20K
|
2.53K
$275K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
169New |
$14.9K - $18.5K
|
169
$18.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
167New |
$14.7K - $18.2K
|
167
$18.2K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
159+ 62.35% |
$14K - $17.4K
|
414
$45.1K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
131+ 17.77% |
$11.5K - $14.3K
|
868
$94.5K
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
114+ 0.98% |
$10K - $12.4K
|
11.7K
$1.28M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
111+ 1.11% |
$9.77K - $12.1K
|
10.1K
$1.1M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
102New |
$8.98K - $11.1K
|
102
$11.1K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
94+ 1.73% |
$8.27K - $10.3K
|
5.52K
$600K
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
91New |
$8.01K - $9.94K
|
91
$9.9K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
75New |
$6.6K - $8.19K
|
75
$8.16K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
74New |
$6.51K - $8.08K
|
74
$8.05K
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
71New |
$6.25K - $7.75K
|
71
$7.73K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
39+ 2.99% |
$3.43K - $4.26K
|
1.34K
$146K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
39+ 0.2% |
$3.43K - $4.26K
|
19.6K
$2.14M
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
30+ 0.28% |
$2.64K - $3.28K
|
10.6K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
17+ 0.28% |
$1.5K - $1.86K
|
6.13K
$667K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
15+ 0.28% |
$1.32K - $1.64K
|
5.29K
$576K
|
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
13+ 0.03% |
$1.14K - $1.42K
|
37.2K
$4.05M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
13New |
$1.14K - $1.42K
|
13
$1.41K
|
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
12New |
$1.06K - $1.31K
|
12
$1.31K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8+ 0.27% |
$704 - $874
|
2.92K
$318K
|
|
|
Apr 17, 2024
Q1 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
5New |
$440 - $546
|
5
$544
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
3New |
$264 - $328
|
3
$326
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2+ 0.02% |
$176 - $218
|
10.3K
$1.12M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1New |
$88 - $109
|
1
$109
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-1- 0.03% |
$88 - $109
|
3.96K
$431K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-7- 0.08% |
$616 - $764
|
8.82K
$960K
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-8- 4.12% |
$704 - $874
|
186
$20.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-8- 0.25% |
$704 - $874
|
3.13K
$341K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-14- 3.81% |
$1.23K - $1.53K
|
353
$38.4K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-27- 0.76% |
$2.38K - $2.95K
|
3.52K
$383K
|