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

Sowell Financial Services’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 Q1	–	Sell	-64	Closed	-$1K	–	2478
2019 Q4	$1K	Hold	64	–	–	﹤0.01%	2320
2019 Q3	$1K	Buy	+64	New	+$1.2K	﹤0.01%	2221

Other funds holding OPPJ

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

IWA

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

Sowell Financial Services's OPPJ Position: Q1 2020 in Review

Sowell Financial Services sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q1 2020, closing a stake of 64 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in OPPJ in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 25 funds tracked by Wall St. Rank hold OPPJ as of Q1 2020.

Sowell Financial Services reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q1 2020 after selling out during the quarter.
Sowell Financial Services sold 64 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q1 2020, an estimated $1K.
Sowell Financial Services first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q3 2019 and held it in 2 quarters.
Sowell Financial Services's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $1K in Q4 2019.
25 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.