HA
OPPJ

Hamel Associates’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Hamel Associates’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
Q2 		– Sell
-13,900
Closed -$217K – 86
2016
Q1 		$217K Hold
13,900
– – 0.12% 86
2015
Q4 		$236K Buy
+13,900
New +$244K 0.15% 84

Other funds holding OPPJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
B
Bellecapital Zurich, Switzerland $554M AUM 29.39% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Hamel Associates's OPPJ Position: Q2 2016 in Review

Hamel Associates sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q2 2016, closing a stake of 13,900 shares — an estimated $217K sold.

Hamel Associates first reported a position in OPPJ in Q4 2015 and held it in 2 quarters. The position peaked at $236K in Q4 2015. 26 funds tracked by Wall St. Rank hold OPPJ as of Q2 2016.

  • Hamel Associates reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q2 2016 after selling out during the quarter.
  • Hamel Associates sold 13,900 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2016, an estimated $217K.
  • Hamel Associates first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q4 2015 and held it in 2 quarters.
  • Hamel Associates's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $236K in Q4 2015.
  • 26 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2016.

Based on Hamel Associates's 13F filing for Q2 2016, filed 8 Aug 2016.