Golden State Wealth Management’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Golden State Wealth Management’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
2020 Q2	–	Sell	-1,000	Closed	-$17K	–	367
2020 Q1	$17K	Buy	+1,000	New	+$19.1K	0.01%	527
2019 Q4	–	Sell	-1,000	Closed	-$20K	–	272
2019 Q3	$20K	Hold	1,000	–	–	0.01%	611
2019 Q2	$18K	Hold	1,000	–	–	0.01%	630
2019 Q1	$20K	Buy	+1,000	New	+$19.5K	0.01%	624

Other funds holding OPPJ

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

FTUS

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

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

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

WMG

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

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

CCA

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

IWA

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

Golden State Wealth Management's OPPJ Position: Q2 2020 in Review

Golden State Wealth Management sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q2 2020, closing a stake of 1,000 shares — an estimated $17K sold.

Golden State Wealth Management first reported a position in OPPJ in Q1 2019 and held it in 4 quarters. The position peaked at $20K in Q3 2019. 24 funds tracked by Wall St. Rank hold OPPJ as of Q2 2020.

Golden State Wealth Management reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Golden State Wealth Management sold 1,000 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2020, an estimated $17K.
Golden State Wealth Management first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q1 2019 and held it in 4 quarters.
Golden State Wealth Management's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $20K in Q3 2019.
24 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2020.

Based on Golden State Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.