Bellecapital’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Bellecapital’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
2017 Q1	–	Sell	-81,910	Closed	-$1.48M	–	77
2016 Q4	$1.48M	Buy	81,910 +1,940	+2%	+$33K	1.32%	23
2016 Q3	$1.25M	Sell	79,970 -10,640	-12%	-$159K	1.39%	22
2016 Q2	$1.29M	Buy	90,610 +7,860	+9%	+$119K	1.41%	23
2016 Q1	$1.29M	Hold	82,750	–	–	1.73%	20
2015 Q4	$1.41M	Buy	82,750 +16,446	+25%	+$289K	1.8%	19
2015 Q3	$1.1M	Buy	66,304 +6,308	+11%	+$110K	1.63%	18
2015 Q2	$1.08M	Hold	59,996	–	–	1.38%	20
2015 Q1	$1.02M	Buy	59,996 +17,192	+40%	+$275K	1.36%	18
2014 Q4	$651K	Buy	+42,804	New	+$668K	0.89%	29
2014 Q3	–	Sell	-67,864	Closed	-$1.05M	–	20
2014 Q2	$1.03M	Buy	67,864 +2,750	+4%	+$39.8K	1.01%	28
2014 Q1	$948K	Buy	65,114 +14,204	+28%	+$205K	0.82%	35
2013 Q4	$772K	Buy	+50,910	New	+$731K	0.74%	36

Other funds holding OPPJ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

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

CCA

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

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

Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JIC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bellecapital's OPPJ Position: Q1 2017 in Review

Bellecapital sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q1 2017, closing a stake of 81,910 shares — an estimated $1.48M sold.

Bellecapital first reported a position in OPPJ in Q4 2013 and held it in 12 quarters. The position peaked at $1.48M in Q4 2016. 31 funds tracked by Wall St. Rank hold OPPJ as of Q1 2017.

Bellecapital reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q1 2017 after selling out during the quarter.
Bellecapital sold 81,910 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q1 2017, an estimated $1.48M.
Bellecapital first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q4 2013 and held it in 12 quarters.
Bellecapital's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $1.48M in Q4 2016.
31 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q1 2017.

Based on Bellecapital's 13F filing for Q1 2017, filed 5 May 2017.