United Capital Financial Advisors’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q1 | – | Sell |
-328,038
| Closed | -$7.56M | – | 1316 |
|
2017
Q4 | $7.56M | Buy |
+328,038
| New | +$7.56M | 0.06% | 339 |
|
2015
Q4 | – | Sell |
-256,808
| Closed | -$4.27M | – | 1227 |
|
2015
Q3 | $4.27M | Buy |
256,808
+22,206
| +9% | +$369K | 0.05% | 355 |
|
2015
Q2 | $4.21M | Buy |
234,602
+128,764
| +122% | +$2.31M | 0.05% | 382 |
|
2015
Q1 | $1.81M | Buy |
+105,838
| New | +$1.81M | 0.02% | 591 |
|