Baystate Wealth Management’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Baystate Wealth Management’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	-808	Closed	-$16K	–	672
2018 Q4	$16K	Hold	808	–	–	﹤0.01%	326
2018 Q3	$17K	Sell	808 -2	-0.2%	-$43	﹤0.01%	317
2018 Q2	$17K	Buy	810 +14	+2%	+$317	﹤0.01%	306
2018 Q1	$18K	Hold	796	–	–	﹤0.01%	295
2017 Q4	$19K	Hold	796	–	–	﹤0.01%	302
2017 Q3	$17K	Sell	796 -2	-0.3%	-$40	﹤0.01%	297
2017 Q2	$16K	Buy	798 +10	+1%	+$193	﹤0.01%	298
2017 Q1	$14K	Hold	788	–	–	﹤0.01%	301
2016 Q4	$15K	Buy	+788	New	+$13.4K	﹤0.01%	256

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

Baystate Wealth Management's OPPJ Position: Q1 2019 in Review

Baystate Wealth Management sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q1 2019, closing a stake of 808 shares — an estimated $16K sold.

Baystate Wealth Management first reported a position in OPPJ in Q4 2016 and held it in 9 quarters. The position peaked at $19K in Q4 2017. 26 funds tracked by Wall St. Rank hold OPPJ as of Q1 2019.

Baystate Wealth Management reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q1 2019 after selling out during the quarter.
Baystate Wealth Management sold 808 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q1 2019, an estimated $16K.
Baystate Wealth Management first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q4 2016 and held it in 9 quarters.
Baystate Wealth Management's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $19K in Q4 2017.
26 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q1 2019.

Based on Baystate Wealth Management's 13F filing for Q1 2019, filed 25 Apr 2019.