Intercontinental Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $730K | Hold |
27,346
| – | – | 0.17% | 132 |
|
|
2023
Q1 | $664K | Hold |
27,346
| – | – | 0.17% | 142 |
|
|
2022
Q4 | $605K | Hold |
27,346
| – | – | 0.18% | 131 |
|
|
2022
Q3 | $603K | Sell |
27,346
-1,204
| -4% | -$26.5K | 0.19% | 118 |
|
|
2022
Q2 | $607K | Hold |
28,550
| – | – | 0.16% | 135 |
|
|
2022
Q1 | $600K | Sell |
28,550
-466
| -2% | -$9.79K | 0.14% | 160 |
|
|
2021
Q4 | $628K | Hold |
29,016
| – | – | 0.13% | 156 |
|
|
2021
Q3 | $659K | Hold |
29,016
| – | – | 0.15% | 132 |
|
|
2021
Q2 | $631K | Sell |
29,016
-1,000
| -3% | -$21.7K | 0.13% | 144 |
|
|
2021
Q1 | $674K | Hold |
30,016
| – | – | 0.15% | 118 |
|
|
2020
Q4 | $599K | Hold |
30,016
| – | – | 0.14% | 120 |
|
|
2020
Q3 | $590K | Buy |
30,016
+3,370
| +13% | +$66.2K | 0.17% | 102 |
|
|
2020
Q2 | $489K | Buy |
26,646
+2,600
| +11% | +$47.7K | 0.16% | 105 |
|
|
2020
Q1 | $401K | Buy |
24,046
+21,580
| +875% | +$360K | 0.21% | 96 |
|
|
2019
Q4 | $52K | Sell |
2,466
-770
| -24% | -$16.2K | 0.04% | 181 |
|
|
2019
Q3 | $64K | Hold |
3,236
| – | – | 0.04% | 202 |
|
|
2019
Q2 | $61K | Hold |
3,236
| – | – | 0.03% | 196 |
|
|
2019
Q1 | $64K | Hold |
3,236
| – | – | 0.03% | 211 |
|
|
2018
Q4 | $60K | Buy |
+3,236
| New | +$60K | 0.03% | 209 |
|