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

Intercontinental 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
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%	-$26.6K	0.19%	118
2022 Q2	$607K	Hold	28,550	–	–	0.16%	135
2022 Q1	$600K	Sell	28,550 -466	-2%	-$9.89K	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%	-$21.9K	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%	+$63K	0.17%	102
2020 Q2	$489K	Buy	26,646 +2,600	+11%	+$46.5K	0.16%	105
2020 Q1	$401K	Buy	24,046 +21,580	+875%	+$413K	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	+$66.1K	0.03%	209

Other funds holding OPPJ

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

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

IFS

Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Intercontinental Wealth Advisors's OPPJ Position: Q2 2023 in Review

Intercontinental Wealth Advisors held its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) position steady in Q2 2023 at 27,346 shares worth $730K. The position accounts for 0.17% of the portfolio, ranked #132.

Intercontinental Wealth Advisors first reported a position in OPPJ in Q4 2018 and has held it in 19 quarters since. 23 funds tracked by Wall St. Rank hold OPPJ as of Q2 2023.

Intercontinental Wealth Advisors held 27,346 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $730K as of Q2 2023.
Intercontinental Wealth Advisors left its WisdomTree Trust WisdomTree Japan Opportunities Fund share count unchanged in Q2 2023.
WisdomTree Trust WisdomTree Japan Opportunities Fund made up 0.17% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #132 holding.
Intercontinental Wealth Advisors first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q4 2018 and has held it in 19 quarters since.
23 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.