Advisory Services Network’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Advisory Services Network’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
2024 Q4	–	Sell	-32,214	Closed	-$1.12M	–	1612
2024 Q3	$1.12M	Hold	32,214	–	–	0.02%	671
2024 Q2	$1.12M	Buy	32,214 +4,396	+16%	+$148K	0.02%	671
2024 Q1	$932K	Buy	27,818 +18,128	+187%	+$578K	0.02%	711
2023 Q4	$289K	Buy	+9,690	New	+$281K	0.01%	1108

Other funds holding OPPJ

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisory Services Network's OPPJ Position: Q4 2024 in Review

Advisory Services Network sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q4 2024, closing a stake of 32,214 shares — an estimated $1.12M sold.

Advisory Services Network first reported a position in OPPJ in Q4 2023 and held it in 4 quarters. The position peaked at $1.12M in Q3 2024. 31 funds tracked by Wall St. Rank hold OPPJ as of Q4 2024.

Advisory Services Network reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q4 2024 after selling out during the quarter.
Advisory Services Network sold 32,214 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q4 2024, an estimated $1.12M.
Advisory Services Network first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q4 2023 and held it in 4 quarters.
Advisory Services Network's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $1.12M in Q3 2024.
31 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q4 2024.

Based on Advisory Services Network's 13F filing for Q4 2024, filed 13 Feb 2025.