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

Gupta 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
2016 Q1	$34K	Hold	2,200	–	–	0.01%	528
2015 Q4	$37K	Hold	2,200	–	–	0.01%	490
2015 Q3	$37K	Sell	2,200 -2,000	-48%	-$34.9K	0.01%	513
2015 Q2	$75K	Hold	4,200	–	–	0.02%	389
2015 Q1	$71K	Buy	+4,200	New	+$67.1K	0.02%	347

Other funds holding OPPJ

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bellecapital Zurich, Switzerland $625M AUM 39.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's OPPJ Position: Q1 2016 in Review

Gupta Wealth Management held its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) position steady in Q1 2016 at 2,200 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #528.

Gupta Wealth Management first reported a position in OPPJ in Q1 2015 and has held it in 5 quarters since. The position peaked at $75K in Q2 2015. 24 funds tracked by Wall St. Rank hold OPPJ as of Q1 2016.

Gupta Wealth Management held 2,200 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $34K as of Q1 2016.
Gupta Wealth Management left its WisdomTree Trust WisdomTree Japan Opportunities Fund share count unchanged in Q1 2016.
WisdomTree Trust WisdomTree Japan Opportunities Fund made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #528 holding.
Gupta Wealth Management first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $75K in Q2 2015.
24 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.