Stanford Investment Group’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Stanford Investment 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
2016 Q2	–	Sell	-4,780	Closed	-$75K	–	357
2016 Q1	$75K	Sell	4,780 -4,790	-50%	-$73.8K	0.04%	107
2015 Q4	$163K	Hold	9,570	–	–	0.09%	62
2015 Q3	$159K	Buy	9,570 +3,800	+66%	+$66.3K	0.12%	55
2015 Q2	$104K	Buy	+5,770	New	+$102K	0.08%	80

Other funds holding OPPJ

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

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

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

CCA

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

Bellecapital Zurich, Switzerland $554M AUM 29.39% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JIC

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

Stanford Investment Group's OPPJ Position: Q2 2016 in Review

Stanford Investment Group sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q2 2016, closing a stake of 4,780 shares — an estimated $75K sold.

Stanford Investment Group first reported a position in OPPJ in Q2 2015 and held it in 4 quarters. The position peaked at $163K in Q4 2015. 26 funds tracked by Wall St. Rank hold OPPJ as of Q2 2016.

Stanford Investment Group reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q2 2016 after selling out during the quarter.
Stanford Investment Group sold 4,780 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2016, an estimated $75K.
Stanford Investment Group first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q2 2015 and held it in 4 quarters.
Stanford Investment Group's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $163K in Q4 2015.
26 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2016.

Based on Stanford Investment Group's 13F filing for Q2 2016, filed 10 Nov 2016.