Heritage Financial Services, LLC Wisdomtree Trust Japan Hedged Transaction History

Heritage Financial Services, LLC

  • $1.09 Billion
  • Q3 2025

A detailed history of Heritage Financial Services, LLC transactions in Wisdomtree Trust Japan Hedged stock. As of the latest transaction made, Heritage Financial Services, LLC holds 5,536 shares of DXJ stock, worth $770,168. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,536
Previous 5,536 -0.0%
Holding current value
$770,168
Previous $632,000 12.03%
% of portfolio
0.07%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$91.43 - $117.51 $1,462 - $1,880
-16 Reduced 0.29%
5,536 $586,000
Q2 2024

Jul 23, 2024
BUY
$105.42 - $112.82 $1,686 - $1,805
16 Added 0.29%
5,552 $626,000
Q1 2024

May 14, 2024
SELL
$88.02 - $109.21 $46,474 - $57,662
-528 Reduced 8.71%
5,536 $600,000
Q4 2023

Feb 02, 2024
BUY
$83.85 - $91.76 $508,466 - $556,432
6,064 New
6,064 $533,000

Others Institutions Holding DXJ

# of Institutions
360
Shares Held
14.6M
Call Options Held
69.3K
Put Options Held
63.9K
View Full List

About WISDOMTREE TRUST JAPAN HEDGED

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  • Ticker DXJ
  • Sector ETFs
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More about DXJ
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