CI
OPPJ

Cavalier Investments’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Cavalier Investments’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
2015
Q4 		– Sell
-130,226
Closed -$2.16M – 113
2015
Q3 		$2.16M Buy
+130,226
New +$2.27M 1.81% 8

Other funds holding OPPJ

BL
Balentine LLC Atlanta, Georgia $2.48B AUM 17.44% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Cavalier Investments's OPPJ Position: Q4 2015 in Review

Cavalier Investments sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q4 2015, closing a stake of 130,226 shares — an estimated $2.16M sold.

Cavalier Investments first reported a position in OPPJ in Q3 2015 and held it in 1 quarter. The position peaked at $2.16M in Q3 2015. 33 funds tracked by Wall St. Rank hold OPPJ as of Q4 2015.

  • Cavalier Investments reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q4 2015 after selling out during the quarter.
  • Cavalier Investments sold 130,226 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q4 2015, an estimated $2.16M.
  • Cavalier Investments first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q3 2015 and held it in 1 quarter.
  • Cavalier Investments's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $2.16M in Q3 2015.
  • 33 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q4 2015.

Based on Cavalier Investments's 13F filing for Q4 2015, filed 8 Feb 2016.