Arete Wealth Advisors’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Arete Wealth Advisors’s Portfolio OPPJ Stock Details OPPJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-14,924	Closed	-$275K	–	392
2018 Q4	$275K	Hold	14,924	–	–	0.07%	284
2018 Q3	$337K	Sell	14,924 -9,020	-38%	-$195K	0.07%	247
2018 Q2	$522K	Buy	+23,944	New	+$542K	0.12%	187

Other funds holding OPPJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arete Wealth Advisors's OPPJ Position: Q1 2019 in Review

Arete Wealth Advisors sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q1 2019, closing a stake of 14,924 shares — an estimated $275K sold.

Arete Wealth Advisors first reported a position in OPPJ in Q2 2018 and held it in 3 quarters. The position peaked at $522K in Q2 2018. 26 funds tracked by Wall St. Rank hold OPPJ as of Q1 2019.

Arete Wealth Advisors reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q1 2019 after selling out during the quarter.
Arete Wealth Advisors sold 14,924 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q1 2019, an estimated $275K.
Arete Wealth Advisors first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q2 2018 and held it in 3 quarters.
Arete Wealth Advisors's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $522K in Q2 2018.
26 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q1 2019.

Based on Arete Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.