Edmond de Rothschild Holding’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Edmond de Rothschild Holding’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
2021 Q2	–	Sell	-8,300	Closed	-$186K	–	800
2021 Q1	$186K	Hold	8,300	–	–	0.01%	479
2020 Q4	$166K	Hold	8,300	–	–	0.01%	466
2020 Q3	$163K	Hold	8,300	–	–	0.01%	413
2020 Q2	$152K	Hold	8,300	–	–	0.01%	401
2020 Q1	$138K	Sell	8,300 -7,700	-48%	-$147K	0.01%	366
2019 Q4	$341K	Buy	+16,000	New	+$337K	0.01%	319
2019 Q3	–	Sell	-16,000	Closed	-$301K	–	582
2019 Q2	$301K	Hold	16,000	–	–	0.01%	341
2019 Q1	$318K	Sell	16,000 -13,200	-45%	-$258K	0.01%	332
2018 Q4	$538K	Hold	29,200	–	–	0.02%	304
2018 Q3	$662K	Buy	+29,200	New	+$632K	0.02%	313

Other funds holding OPPJ

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

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

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

JIC

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

IWA

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

CCA

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

FTUS

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

Edmond de Rothschild Holding's OPPJ Position: Q2 2021 in Review

Edmond de Rothschild Holding sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q2 2021, closing a stake of 8,300 shares — an estimated $186K sold.

Edmond de Rothschild Holding first reported a position in OPPJ in Q3 2018 and held it in 10 quarters. The position peaked at $662K in Q3 2018. 22 funds tracked by Wall St. Rank hold OPPJ as of Q2 2021.

Edmond de Rothschild Holding reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q2 2021 after selling out during the quarter.
Edmond de Rothschild Holding sold 8,300 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2021, an estimated $186K.
Edmond de Rothschild Holding first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q3 2018 and held it in 10 quarters.
Edmond de Rothschild Holding's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $662K in Q3 2018.
22 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2021.

Based on Edmond de Rothschild Holding's 13F filing for Q2 2021, filed 11 Aug 2021.