PWM
OPPJ

Perigon Wealth Management’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Perigon Wealth Management’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
2018
Q2 		– Sell
-1,766
Closed -$39K – 333
2018
Q1 		$39K Buy
+1,766
New +$39.9K 0.01% 341

Other funds holding OPPJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
ERSOT
Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SB
Suntrust Banks Atlanta, Georgia $19.2B AUM 0.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
DG
Delek Group Herzliya, Israel $2.59B AUM 1.24% 1-Year Est. Return

Perigon Wealth Management's OPPJ Position: Q2 2018 in Review

Perigon Wealth Management sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q2 2018, closing a stake of 1,766 shares — an estimated $39K sold.

Perigon Wealth Management first reported a position in OPPJ in Q1 2018 and held it in 1 quarter. The position peaked at $39K in Q1 2018. 37 funds tracked by Wall St. Rank hold OPPJ as of Q2 2018.

  • Perigon Wealth Management reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 1,766 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2018, an estimated $39K.
  • Perigon Wealth Management first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q1 2018 and held it in 1 quarter.
  • Perigon Wealth Management's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $39K in Q1 2018.
  • 37 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.