Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-33,530
| Closed | -$742K | – | 1937 |
|
|
2018
Q1 | $742K | Buy |
33,530
+15,850
| +90% | +$351K | ﹤0.01% | 880 |
|
|
2017
Q4 | $408K | Sell |
17,680
-48,420
| -73% | -$1.12M | ﹤0.01% | 1178 |
|
|
2017
Q3 | $1.41M | Sell |
66,100
-42,000
| -39% | -$897K | 0.01% | 568 |
|
|
2017
Q2 | $2.15M | Buy |
108,100
+106,644
| +7,324% | +$2.12M | 0.01% | 417 |
|
|
2017
Q1 | $27K | Hold |
1,456
| – | – | ﹤0.01% | 2879 |
|
|
2016
Q4 | $26K | Sell |
1,456
-744
| -34% | -$13.3K | ﹤0.01% | 2856 |
|
|
2016
Q3 | $34K | Sell |
2,200
-78,200
| -97% | -$1.21M | ﹤0.01% | 2627 |
|
|
2016
Q2 | $1.14M | Buy |
+80,400
| New | +$1.14M | 0.01% | 482 |
|
|
2015
Q3 | – | Sell |
-89,400
| Closed | -$1.61M | – | 4188 |
|
|
2015
Q2 | $1.61M | Buy |
89,400
+37,000
| +71% | +$664K | 0.01% | 345 |
|
|
2015
Q1 | $890K | Buy |
+52,400
| New | +$890K | 0.01% | 509 |
|
|
2014
Q2 | – | Sell |
-32,000
| Closed | -$466K | – | 3675 |
|
|
2014
Q1 | $466K | Buy |
+32,000
| New | +$466K | 0.01% | 648 |
|