United Capital Financial Advisors’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

United Capital Financial Advisors’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 Q1	–	Sell	-328,038	Closed	-$7.56M	–	1316
2017 Q4	$7.56M	Buy	+328,038	New	+$7.29M	0.06%	339
2015 Q4	–	Sell	-256,808	Closed	-$4.27M	–	1227
2015 Q3	$4.27M	Buy	256,808 +22,206	+9%	+$388K	0.05%	355
2015 Q2	$4.21M	Buy	234,602 +128,764	+122%	+$2.28M	0.05%	382
2015 Q1	$1.81M	Buy	+105,838	New	+$1.69M	0.02%	591

Other funds holding OPPJ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

CCA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

United Capital Financial Advisors's OPPJ Position: Q1 2018 in Review

United Capital Financial Advisors sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q1 2018, closing a stake of 328,038 shares — an estimated $7.56M sold.

United Capital Financial Advisors first reported a position in OPPJ in Q1 2015 and held it in 4 quarters. The position peaked at $7.56M in Q4 2017. 48 funds tracked by Wall St. Rank hold OPPJ as of Q1 2018.

United Capital Financial Advisors reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q1 2018 after selling out during the quarter.
United Capital Financial Advisors sold 328,038 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q1 2018, an estimated $7.56M.
United Capital Financial Advisors first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q1 2015 and held it in 4 quarters.
United Capital Financial Advisors's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $7.56M in Q4 2017.
48 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q1 2018.

Based on United Capital Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.