Lee Financial’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Lee Financial’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 Q3	–	Sell	-104	Closed	-$2K	–	536
2020 Q2	$2K	Hold	104	–	–	﹤0.01%	485
2020 Q1	$2K	Hold	104	–	–	﹤0.01%	432
2019 Q4	$2K	Hold	104	–	–	﹤0.01%	462
2019 Q3	$2K	Sell	104 -580	-85%	-$10.9K	﹤0.01%	477
2019 Q2	$13K	Hold	684	–	–	﹤0.01%	313
2019 Q1	$14K	Buy	+684	New	+$13.4K	﹤0.01%	290

Other funds holding OPPJ

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

Jane Street New York $777B AUM 61.18% 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

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

IWA

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

CCA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FTUS

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

Lee Financial's OPPJ Position: Q3 2020 in Review

Lee Financial sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q3 2020, closing a stake of 104 shares — an estimated $2K sold.

Lee Financial first reported a position in OPPJ in Q1 2019 and held it in 6 quarters. The position peaked at $14K in Q1 2019. 19 funds tracked by Wall St. Rank hold OPPJ as of Q3 2020.

Lee Financial reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q3 2020 after selling out during the quarter.
Lee Financial sold 104 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q3 2020, an estimated $2K.
Lee Financial first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q1 2019 and held it in 6 quarters.
Lee Financial's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $14K in Q1 2019.
19 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q3 2020.

Based on Lee Financial's 13F filing for Q3 2020, filed 3 Nov 2020.