Purchases and Sales Made in Q4 2023 in Wisdomtree Trust Japan Hedged (DXJ)
This table provides information about the institutional ownership of Wisdomtree Trust Japan Hedged (DXJ) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5.32KNew |
$446K - $488K
|
5.32K
$573K
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
4.56KNew |
$383K - $419K
|
4.56K
$491K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
4.53KNew |
$380K - $416K
|
4.53K
$488K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
4.15K+ 113.62% |
$348K - $380K
|
7.79K
$839K
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.78KNew |
$317K - $347K
|
3.78K
$407K
|
|
|
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
3.74KNew |
$313K - $343K
|
3.74K
$403K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.64K+ 50.52% |
$305K - $334K
|
10.8K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.63K+ 12.78% |
$304K - $333K
|
32K
$3.45M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
3.52K+ 114.25% |
$295K - $323K
|
6.6K
$711K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
3.19K+ 5.61% |
$267K - $292K
|
60K
$6.46M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.02KNew |
$253K - $277K
|
3.02K
$325K
|
|
|
Feb 13, 2024
Q4 2023
|
Trademark Financial Management, LLC
Bloomington, MN |
BUY
|
- |
2.84KNew |
$238K - $260K
|
2.84K
$305K
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
2.78K+ 93.8% |
$233K - $255K
|
5.75K
$619K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
2.78KNew |
$233K - $255K
|
2.78K
$299K
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.69K+ 6.46% |
$226K - $247K
|
44.4K
$4.78M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
2.69KNew |
$226K - $247K
|
2.69K
$290K
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.6KNew |
$218K - $239K
|
2.6K
$280K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
2.53K+ 50.09% |
$212K - $232K
|
7.58K
$817K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.43K+ 0.77% |
$204K - $223K
|
320K
$34.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.93K+ 22.96% |
$162K - $177K
|
10.3K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
BUY
|
- |
1.8KNew |
$151K - $165K
|
1.8K
$194K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.78K+ 8.9% |
$149K - $163K
|
21.8K
$2.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.67K+ 9.87% |
$140K - $154K
|
18.6K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.3KNew |
$109K - $120K
|
1.3K
$140K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.3K+ 23.21% |
$109K - $119K
|
6.9K
$743K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
1.05K+ 23.95% |
$87.9K - $96.2K
|
5.42K
$584K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.05K+ 1.76% |
$87.8K - $96.1K
|
60.4K
$6.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
922+ 14.5% |
$77.3K - $84.6K
|
7.28K
$784K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
803+ 7.42% |
$67.3K - $73.7K
|
11.6K
$1.25M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
803+ 7.42% |
$67.3K - $73.7K
|
11.6K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
629+ 3.44% |
$52.7K - $57.7K
|
18.9K
$2.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
544+ 0.88% |
$45.6K - $49.9K
|
62K
$6.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
500+ 5.09% |
$41.9K - $45.9K
|
10.3K
$1.11M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
400New |
$33.5K - $36.7K
|
400
$43.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
390+ 2.45% |
$32.7K - $35.8K
|
16.3K
$1.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
375+ 4.79% |
$31.4K - $34.4K
|
8.2K
$883K
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
365+ 1.21% |
$30.6K - $33.5K
|
30.5K
$3.29M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
332+ 40.94% |
$27.8K - $30.5K
|
1.14K
$123K
|
|
|
Jan 09, 2024
Q4 2023
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
304+ 0.36% |
$25.5K - $27.9K
|
84.4K
$9.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
300New |
$25.2K - $27.5K
|
300
$32.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
263+ 1.65% |
$22.1K - $24.1K
|
16.2K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
230New |
$19.3K - $21.1K
|
230
$24.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
200New |
$16.8K - $18.4K
|
200
$21.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
189+ 1.82% |
$15.8K - $17.3K
|
10.6K
$1.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
169+ 1.98% |
$14.2K - $15.5K
|
8.69K
$936K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
166+ 2.79% |
$13.9K - $15.2K
|
6.11K
$658K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
119+ 0.59% |
$9.98K - $10.9K
|
20.2K
$2.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
100+ 35.71% |
$8.39K - $9.18K
|
380
$40.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
94+ 1.81% |
$7.88K - $8.63K
|
5.27K
$568K
|
|
|
Oct 28, 2024
Q4 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
77+ 154.0% |
$6.46K - $7.07K
|
127
$13.7K
|