Latest Institutional Transactions on Wisdomtree Tr Japan Smallcap H (DXJS)
This table provides information on the latest institutional transactions involving Wisdomtree Tr Japan Smallcap H (DXJS) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.31K+ 100.0% |
N/A
|
6.62K
$0
|
|
| Q2 2023 | |||||||
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.5KNew |
N/A
|
1.5K
$0
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
153New |
N/A
|
153
$0
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
902New |
N/A
|
902
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-602- 4.22% |
N/A
|
13.7K
$0
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-300Closed |
N/A
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-9.76KClosed |
N/A
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.05KClosed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1KClosed |
N/A
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-4.15KClosed |
N/A
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 03, 2020
Q3 2020
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-52Closed |
N/A
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Private Advisor Group, LLC
|
SELL
|
- |
-3KClosed |
N/A
|
0
$0
|
|
| Q2 2020 | |||||||
|
Jul 27, 2020
Q2 2020
|
S.A. Mason LLC
|
SELL
|
- |
-175Closed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-6.91KClosed |
N/A
|
0
$0
|
|
|
May 13, 2020
Q1 2020
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
0Closed |
N/A
|
0
$0
|
|
|
May 12, 2020
Q1 2020
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-32Closed |
N/A
|
0
$0
|
|
|
May 11, 2020
Q1 2020
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-5.41KClosed |
N/A
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-8.4KClosed |
N/A
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 31, 2019
Q3 2019
|
Hudock, Inc.
|
SELL
|
- |
-31- 40.26% |
N/A
|
46
$0
|
|
| Q1 2019 | |||||||
|
May 15, 2019
Q1 2019
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.46KClosed |
N/A
|
0
$0
|
|
|
May 14, 2019
Q1 2019
|
Employees Retirement System Of Texas
|
SELL
|
- |
-84KClosed |
N/A
|
0
$0
|
|
|
May 09, 2019
Q1 2019
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-56Closed |
N/A
|
0
$0
|
|
|
Apr 25, 2019
Q1 2019
|
Baystate Wealth Management LLC
|
SELL
|
- |
-404Closed |
N/A
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 08, 2019
Q4 2018
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-200Closed |
N/A
|
0
$0
|
|
|
Feb 04, 2019
Q4 2018
|
Aspiriant, LLC
|
SELL
|
- |
-7KClosed |
N/A
|
0
$0
|
|
|
Jan 31, 2019
Q4 2018
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-993Closed |
N/A
|
0
$0
|
|
|
Jan 29, 2019
Q4 2018
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-6.64KClosed |
N/A
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Envestnet Asset Management Inc
|
SELL
|
- |
-168Closed |
N/A
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 14, 2018
Q2 2018
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-4.41KClosed |
N/A
|
0
$0
|
|
|
Aug 13, 2018
Q2 2018
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.5KClosed |
N/A
|
0
$0
|
|
|
Aug 07, 2018
Q2 2018
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-883Closed |
N/A
|
0
$0
|
|
|
Aug 01, 2018
Q2 2018
|
First Manhattan CO
New York, NY |
SELL
|
- |
-104Closed |
N/A
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
Allen Capital Group, LLC
|
SELL
|
- |
-24KClosed |
N/A
|
0
$0
|
|
|
Jul 27, 2018
Q2 2018
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-125Closed |
N/A
|
0
$0
|
|
|
Jul 23, 2018
Q2 2018
|
New Square Capital LLC
|
SELL
|
- |
-25Closed |
N/A
|
0
$0
|
|
|
Jul 20, 2018
Q2 2018
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-16.8KClosed |
N/A
|
0
$0
|
|
|
Jul 11, 2018
Q2 2018
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-2.13KClosed |
N/A
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 15, 2018
Q1 2018
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-71.3KClosed |
N/A
|
0
$0
|
|
|
May 15, 2018
Q1 2018
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-164KClosed |
N/A
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-741Closed |
N/A
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.75KClosed |
N/A
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Cutler Group LP
|
SELL
|
- |
-100Closed |
N/A
|
0
$0
|
|
|
May 03, 2018
Q1 2018
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.06KClosed |
N/A
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
N/A
|
1
$0
|
|
|
Nov 08, 2017
Q3 2017
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-401Closed |
N/A
|
0
$0
|
|
| Q4 2016 | |||||||
|
Sep 15, 2017
Q4 2016
|
Assetmark, Inc
|
BUY
|
- |
23New |
N/A
|
23
$0
|
|