Bank of Montreal’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Bank of Montreal’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	-32	Closed	-$920	–	3929
2024 Q2	$920	Buy	+32	New	+$1.08K	﹤0.01%	3786
2024 Q1	–	Sell	-7,195	Closed	-$207K	–	3973
2023 Q4	$207K	Buy	7,195 +7,135	+11,892%	+$207K	﹤0.01%	3118
2023 Q3	$1.76K	Sell	60 -20,940	-100%	-$581K	﹤0.01%	3718
2023 Q2	$561K	Buy	21,000 +20,600	+5,150%	+$520K	﹤0.01%	2517
2023 Q1	$9.77K	Buy	+400	New	+$9.35K	﹤0.01%	3621
2021 Q3	–	Sell	-3,244	Closed	-$71K	–	3837
2021 Q2	$71K	Buy	+3,244	New	+$71.2K	﹤0.01%	3380
2018 Q4	–	Sell	-100	Closed	-$2K	–	4703
2018 Q3	$2K	Buy	+100	New	+$2.16K	﹤0.01%	4338
2016 Q1	–	Sell	-1,120	Closed	-$19K	–	4228
2015 Q4	$19K	Buy	+1,120	New	+$19.7K	﹤0.01%	3416

Other funds holding OPPJ

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 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

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 $18.1B AUM 24.63% 1-Year Est. Return

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

Bank of Montreal's OPPJ Position: Q3 2024 in Review

Bank of Montreal sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q3 2024, closing a stake of 32 shares — an estimated $920 sold.

Bank of Montreal first reported a position in OPPJ in Q4 2015 and held it in 8 quarters. The position peaked at $561K in Q2 2023. 32 funds tracked by Wall St. Rank hold OPPJ as of Q3 2024.

Bank of Montreal reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q3 2024 after selling out during the quarter.
Bank of Montreal sold 32 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q3 2024, an estimated $920.
Bank of Montreal first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q4 2015 and held it in 8 quarters.
Bank of Montreal's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $561K in Q2 2023.
32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q3 2024.

Based on Bank of Montreal's 13F filing for Q3 2024, filed 13 Nov 2024.