Bellecapital’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-81,910
| Closed | -$1.48M | – | 77 |
|
2016
Q4 | $1.48M | Buy |
81,910
+1,940
| +2% | +$35.1K | 1.32% | 23 |
|
2016
Q3 | $1.25M | Sell |
79,970
-10,640
| -12% | -$166K | 1.39% | 22 |
|
2016
Q2 | $1.29M | Buy |
90,610
+7,860
| +9% | +$112K | 1.41% | 23 |
|
2016
Q1 | $1.29M | Hold |
82,750
| – | – | 1.73% | 20 |
|
2015
Q4 | $1.41M | Buy |
82,750
+16,446
| +25% | +$280K | 1.8% | 19 |
|
2015
Q3 | $1.1M | Buy |
66,304
+6,308
| +11% | +$105K | 1.63% | 18 |
|
2015
Q2 | $1.08M | Hold |
59,996
| – | – | 1.38% | 20 |
|
2015
Q1 | $1.02M | Buy |
59,996
+17,192
| +40% | +$292K | 1.36% | 18 |
|
2014
Q4 | $651K | Buy |
+42,804
| New | +$651K | 0.89% | 29 |
|
2014
Q3 | – | Sell |
-67,864
| Closed | -$1.03M | – | 20 |
|
2014
Q2 | $1.03M | Buy |
67,864
+2,750
| +4% | +$41.8K | 1.01% | 28 |
|
2014
Q1 | $948K | Buy |
65,114
+14,204
| +28% | +$207K | 0.82% | 35 |
|
2013
Q4 | $772K | Buy |
+50,910
| New | +$772K | 0.74% | 36 |
|