AWM
OPPJ

AE Wealth Management’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

AE Wealth Management’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
Q1 		– Sell
-10,636
Closed -$330K – 1368
2023
Q4 		$330K Sell
10,636
-8,881
-46% -$257K ﹤0.01% 1657
2023
Q3 		$561K Buy
19,517
+581
+3% +$16.1K ﹤0.01% 1318
2023
Q2 		$505K Buy
+18,936
New +$478K ﹤0.01% 1392

Other funds holding OPPJ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AE Wealth Management's OPPJ Position: Q1 2024 in Review

AE Wealth Management sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q1 2024, closing a stake of 10,636 shares — an estimated $330K sold.

AE Wealth Management first reported a position in OPPJ in Q2 2023 and held it in 3 quarters. The position peaked at $561K in Q3 2023. 36 funds tracked by Wall St. Rank hold OPPJ as of Q1 2024.

  • AE Wealth Management reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 10,636 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q1 2024, an estimated $330K.
  • AE Wealth Management first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q2 2023 and held it in 3 quarters.
  • AE Wealth Management's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $561K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.