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

Next Financial Group’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 Q2	–	Sell	-596	Closed	-$10K	–	914
2020 Q1	$10K	Hold	596	–	–	﹤0.01%	1521
2019 Q4	$13K	Hold	596	–	–	﹤0.01%	1669
2019 Q3	$12K	Hold	596	–	–	﹤0.01%	1637
2019 Q2	$11K	Buy	+596	New	+$11.6K	﹤0.01%	1646
2018 Q4	–	Sell	-530	Closed	-$12K	–	1984
2018 Q3	$12K	Buy	+530	New	+$11.5K	0.01%	935
2017 Q4	–	Sell	-1,060	Closed	-$23K	–	537
2017 Q3	$23K	Hold	1,060	–	–	0.01%	931
2017 Q2	$21K	Hold	1,060	–	–	0.01%	1052
2017 Q1	$20K	Buy	+1,060	New	+$19.9K	0.01%	1045

Other funds holding OPPJ

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

JIC

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

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

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

CCA

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

IWA

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

Next Financial Group's OPPJ Position: Q2 2020 in Review

Next Financial Group sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q2 2020, closing a stake of 596 shares — an estimated $10K sold.

Next Financial Group first reported a position in OPPJ in Q1 2017 and held it in 8 quarters. The position peaked at $23K in Q3 2017. 24 funds tracked by Wall St. Rank hold OPPJ as of Q2 2020.

Next Financial Group reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 596 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2020, an estimated $10K.
Next Financial Group first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q1 2017 and held it in 8 quarters.
Next Financial Group's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $23K in Q3 2017.
24 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.