Creative Planning’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Creative Planning’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
2018 Q2	–	Sell	-33,530	Closed	-$742K	–	2088
2018 Q1	$742K	Buy	33,530 +15,850	+90%	+$358K	﹤0.01%	887
2017 Q4	$408K	Sell	17,680 -48,420	-73%	-$1.08M	﹤0.01%	1188
2017 Q3	$1.41M	Sell	66,100 -42,000	-39%	-$849K	0.01%	570
2017 Q2	$2.15M	Buy	108,100 +106,644	+7,324%	+$2.05M	0.01%	419
2017 Q1	$27K	Hold	1,456	–	–	﹤0.01%	2908
2016 Q4	$26K	Sell	1,456 -744	-34%	-$12.7K	﹤0.01%	2890
2016 Q3	$34K	Sell	2,200 -78,200	-97%	-$1.17M	﹤0.01%	2651
2016 Q2	$1.14M	Buy	+80,400	New	+$1.22M	0.01%	482
2015 Q3	–	Sell	-89,400	Closed	-$1.6M	–	4306
2015 Q2	$1.6M	Buy	89,400 +37,000	+71%	+$656K	0.01%	346
2015 Q1	$890K	Buy	+52,400	New	+$837K	0.01%	510
2014 Q2	–	Sell	-32,000	Closed	-$466K	–	3809
2014 Q1	$466K	Buy	+32,000	New	+$463K	0.01%	648

Other funds holding OPPJ

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

WMG

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

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

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

Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

Creative Planning's OPPJ Position: Q2 2018 in Review

Creative Planning sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q2 2018, closing a stake of 33,530 shares — an estimated $742K sold.

Creative Planning first reported a position in OPPJ in Q1 2014 and held it in 11 quarters. The position peaked at $2.15M in Q2 2017. 37 funds tracked by Wall St. Rank hold OPPJ as of Q2 2018.

Creative Planning reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q2 2018 after selling out during the quarter.
Creative Planning sold 33,530 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2018, an estimated $742K.
Creative Planning first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q1 2014 and held it in 11 quarters.
Creative Planning's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $2.15M in Q2 2017.
37 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2018.

Based on Creative Planning's 13F filing for Q2 2018, filed 20 Jul 2018.