Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $194K | Sell |
5,300
-5,300
| -50% | -$194K | ﹤0.01% | 1009 |
|
|
2025
Q1 | $371K | Buy |
10,600
+3,980
| +60% | +$139K | 0.01% | 1000 |
|
|
2024
Q4 | $229K | Hold |
6,620
| – | – | 0.01% | 796 |
|
|
2024
Q3 | $225K | Hold |
6,620
| – | – | 0.01% | 740 |
|
|
2024
Q2 | $231K | Hold |
6,620
| – | – | 0.01% | 671 |
|
|
2024
Q1 | $222K | Hold |
6,620
| – | – | 0.01% | 676 |
|
|
2023
Q4 | $197K | Hold |
6,620
| – | – | 0.01% | 676 |
|
|
2023
Q3 | $190K | Hold |
6,620
| – | – | 0.01% | 692 |
|
|
2023
Q2 | $177K | Hold |
6,620
| – | – | 0.01% | 709 |
|
|
2023
Q1 | $161K | Hold |
6,620
| – | – | 0.01% | 711 |
|
|
2022
Q4 | $147K | Hold |
6,620
| – | – | 0.01% | 726 |
|
|
2022
Q3 | $146K | Hold |
6,620
| – | – | 0.01% | 691 |
|
|
2022
Q2 | $142K | Hold |
6,620
| – | – | 0.01% | 877 |
|
|
2022
Q1 | $139K | Hold |
6,620
| – | – | 0.01% | 953 |
|
|
2021
Q4 | $143K | Hold |
6,620
| – | – | 0.01% | 1027 |
|
|
2021
Q3 | $149K | Hold |
6,620
| – | – | 0.01% | 988 |
|
|
2021
Q2 | $144K | Hold |
6,620
| – | – | 0.01% | 999 |
|
|
2021
Q1 | $143K | Hold |
6,620
| – | – | ﹤0.01% | 1131 |
|
|
2020
Q4 | $152K | Hold |
6,620
| – | – | 0.01% | 941 |
|
|
2020
Q3 | $129K | Hold |
6,620
| – | – | 0.01% | 840 |
|
|
2020
Q2 | $122K | Sell |
6,620
-2,640
| -29% | -$48.7K | 0.01% | 826 |
|
|
2020
Q1 | $158K | Sell |
9,260
-13,200
| -59% | -$225K | 0.01% | 691 |
|
|
2019
Q4 | $485K | Hold |
22,460
| – | – | 0.03% | 445 |
|
|
2019
Q3 | $438K | Sell |
22,460
-35,824
| -61% | -$699K | 0.03% | 434 |
|
|
2019
Q2 | $1.1M | Buy |
+58,284
| New | +$1.1M | 0.07% | 256 |
|