GWA
OPPJ

Genesis Wealth Advisors’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Genesis Wealth Advisors’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
Q2 		$308K Buy
17,160
+11,338
+195% +$201K 0.25% 39
2015
Q1 		$98.4K Buy
+5,822
New +$93K 0.08% 124

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
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
VC
Vicus Capital State College, Pennsylvania $1.36B AUM 18.46% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
NCM
Niemann Capital Management Stateline, Nevada $788K AUM 23.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Genesis Wealth Advisors's OPPJ Position: Q2 2015 in Review

Genesis Wealth Advisors increased its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) stake by 195% in Q2 2015, buying an estimated $201K and bringing the position to 17,160 shares worth $308K. The position accounts for 0.25% of the portfolio, ranked #39.

Genesis Wealth Advisors first reported a position in OPPJ in Q1 2015 and has held it in 2 quarters since. 32 funds tracked by Wall St. Rank hold OPPJ as of Q2 2015.

  • Genesis Wealth Advisors held 17,160 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $308K as of Q2 2015.
  • Genesis Wealth Advisors bought 11,338 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2015, an estimated $201K.
  • WisdomTree Trust WisdomTree Japan Opportunities Fund made up 0.25% of Genesis Wealth Advisors's portfolio in Q2 2015, its #39 holding.
  • Genesis Wealth Advisors first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q1 2015 and has held it in 2 quarters since.
  • 32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.