Cannell & Spears’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Cannell & Spears’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
2020 Q1	–	Sell	-13,820	Closed	-$294K	–	228
2019 Q4	$294K	Hold	13,820	–	–	0.03%	148
2019 Q3	$272K	Hold	13,820	–	–	0.03%	145
2019 Q2	$260K	Hold	13,820	–	–	0.03%	150
2019 Q1	$275K	Sell	13,820 -600	-4%	-$11.7K	0.04%	138
2018 Q4	$266K	Hold	14,420	–	–	0.04%	133
2018 Q3	$326K	Buy	14,420 +600	+4%	+$13K	0.04%	127
2018 Q2	$301K	Hold	13,820	–	–	0.04%	132
2018 Q1	$306K	Hold	13,820	–	–	0.04%	132
2017 Q4	$319K	Hold	13,820	–	–	0.04%	136
2017 Q3	$295K	Hold	13,820	–	–	0.04%	122
2017 Q2	$275K	Buy	+13,820	New	+$266K	0.03%	119

Other funds holding OPPJ

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

WMG

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

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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

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

CCA

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

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

Cannell & Spears's OPPJ Position: Q1 2020 in Review

Cannell & Spears sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q1 2020, closing a stake of 13,820 shares — an estimated $294K sold.

Cannell & Spears first reported a position in OPPJ in Q2 2017 and held it in 11 quarters. The position peaked at $326K in Q3 2018. 25 funds tracked by Wall St. Rank hold OPPJ as of Q1 2020.

Cannell & Spears reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q1 2020 after selling out during the quarter.
Cannell & Spears sold 13,820 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q1 2020, an estimated $294K.
Cannell & Spears first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q2 2017 and held it in 11 quarters.
Cannell & Spears's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $326K in Q3 2018.
25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q1 2020.

Based on Cannell & Spears's 13F filing for Q1 2020, filed 15 May 2020.