Latest Institutional Transactions on Wisdomtree Trust Japan Hedged (DXJ)
This table provides information on the latest institutional transactions involving Wisdomtree Trust Japan Hedged (DXJ) 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-430- 4.9% |
$27.5K - $31.4K
|
8.34K
$924K
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
67.1KNew |
$4.29M - $4.9M
|
67.1K
$7.44M
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.55K- 48.63% |
$611K - $698K
|
10.1K
$1.12M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10+ 0.18% |
$640 - $731
|
5.63K
$624K
|
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
17New |
$1.09K - $1.24K
|
17
$1.88K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
37.2KNew |
$2.38M - $2.72M
|
37.2K
$4.13M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.91% |
$448 - $511
|
779
$86.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8New |
$512 - $584
|
8
$887
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
766New |
$49K - $56K
|
766
$84.9K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
37New |
$2.37K - $2.7K
|
37
$4.1K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
210New |
$13.4K - $15.3K
|
210
$23.3K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
9.81KNew |
$614K - $681K
|
9.81K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
3.21KNew |
$201K - $223K
|
3.21K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3+ 7.89% |
$188 - $208
|
41
$4.55K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
14+ 100.0% |
$877 - $972
|
28
$3.1K
|
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
6.39KNew |
$400K - $444K
|
6.39K
$709K
|
|
|
Feb 09, 2023
Q4 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-66.3K- 60.18% |
$4.15M - $4.6M
|
43.8K
$4.86M
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
10New |
$626 - $694
|
10
$1.11K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.02K+ 4.9% |
$252K - $279K
|
86.1K
$9.55M
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
24New |
$1.5K - $1.67K
|
24
$2.66K
|
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
SELL
|
- |
-114- 1.14% |
$7.14K - $7.92K
|
9.87K
$1.09M
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.88K+ 1.68% |
$118K - $131K
|
114K
$12.6M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
25New |
$1.57K - $1.74K
|
25
$2.77K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-61- 52.14% |
$3.82K - $4.24K
|
56
$6.21K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
70New |
$4.38K - $4.86K
|
70
$7.76K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
60New |
$3.76K - $4.17K
|
60
$6.65K
|
|
| Q3 2022 | |||||||
|
Dec 05, 2022
Q3 2022
|
Lfs Asset Management
San Ramon, CA |
BUY
|
- |
55.1KNew |
$3.4M - $3.65M
|
55.1K
$6.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-5.1KClosed |
$315K - $338K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.5K- 7.89% |
$92.2K - $99.2K
|
17.4K
$1.93M
|
|
|
Nov 14, 2022
Q3 2022
|
Vista Finance, LLC
|
BUY
|
- |
90.6KNew |
$5.59M - $6.01M
|
90.6K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Unison Asset Management LLC
|
BUY
|
- |
4.2KNew |
$259K - $279K
|
4.2K
$466K
|
|
|
Nov 14, 2022
Q3 2022
|
Kenfarb & Co.
Ashland, KY |
BUY
|
- |
30New |
$1.85K - $1.99K
|
30
$3.33K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-73- 1.28% |
$4.5K - $4.84K
|
5.64K
$625K
|
|
|
Nov 14, 2022
Q3 2022
|
H. L. Ormond & Company, LLC
Greenville, NC |
SELL
|
- |
-1.01K- 7.76% |
$62.2K - $66.9K
|
12K
$1.33M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
44+ 550.0% |
$2.71K - $2.92K
|
52
$5.77K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
84New |
$5.18K - $5.57K
|
84
$9.31K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-1- 1.61% |
$61.7 - $66.3
|
61
$6.76K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.92K+ 6.19% |
$119K - $128K
|
33K
$3.66M
|
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
8.88K+ 8.49% |
$548K - $589K
|
114K
$12.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
149New |
$9.19K - $9.88K
|
149
$16.5K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Advantage, Inc.
|
BUY
|
- |
86+ 10.9% |
$5.3K - $5.7K
|
875
$97K
|
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
1.2KNew |
$74K - $79.6K
|
1.2K
$133K
|
|
|
Oct 17, 2022
Q3 2022
|
South Shore Capital Advisors
|
BUY
|
- |
5.06KNew |
$312K - $336K
|
5.06K
$561K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
50New |
$3.08K - $3.32K
|
50
$5.54K
|
|
|
Oct 11, 2022
Q3 2022
|
Rda Financial Network
|
SELL
|
- |
-61- 1.73% |
$3.76K - $4.05K
|
3.46K
$384K
|
|
|
Oct 03, 2022
Q3 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.21K- 0.47% |
$74.4K - $80K
|
254K
$28.2M
|
|
| Q2 2022 | |||||||
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-30Closed |
$1.85K - $2K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
40+ 1.19% |
$2.46K - $2.67K
|
3.41K
$378K
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-314Closed |
$19.3K - $21K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-129Closed |
$7.95K - $8.61K
|
0
$0
|
|