AWS
OPPJ

Atria Wealth Solutions’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Atria Wealth Solutions’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
Q3 		– Sell
-8,847
Closed -$309K – 1959
2024
Q2 		$309K Sell
8,847
-1,890
-18% -$63.8K ﹤0.01% 1488
2024
Q1 		$360K Buy
10,737
+862
+9% +$27.5K ﹤0.01% 1434
2023
Q4 		$295K Buy
+9,875
New +$286K ﹤0.01% 1516

Other funds holding OPPJ

BI
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Atria Wealth Solutions's OPPJ Position: Q3 2024 in Review

Atria Wealth Solutions sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q3 2024, closing a stake of 8,847 shares — an estimated $309K sold.

Atria Wealth Solutions first reported a position in OPPJ in Q4 2023 and held it in 3 quarters. The position peaked at $360K in Q1 2024. 32 funds tracked by Wall St. Rank hold OPPJ as of Q3 2024.

  • Atria Wealth Solutions reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 8,847 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q3 2024, an estimated $309K.
  • Atria Wealth Solutions first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q4 2023 and held it in 3 quarters.
  • Atria Wealth Solutions's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $360K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q3 2024.

Based on Atria Wealth Solutions's 13F filing for Q3 2024, filed 8 Nov 2024.