Berkeley Inc’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Berkeley Inc’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
2026 Q1	$12.1M	Sell	222,848 -22	-0%	-$1.17K	4.06%	6
2025 Q4	$10.3M	Buy	222,870 +752	+0.3%	+$33.1K	3.29%	9
2025 Q3	$9.25M	Sell	222,118 -3,283	-1%	-$128K	2.98%	10
2025 Q2	$8.24M	Sell	225,401 -8,314	-4%	-$292K	2.96%	8
2025 Q1	$8.18M	Buy	233,715 +16,053	+7%	+$553K	3.84%	8
2024 Q4	$7.53M	Sell	217,662 -153,908	-41%	-$5.29M	3.89%	8
2024 Q3	$12.6M	Buy	371,570 +198,528	+115%	+$6.63M	3.67%	6
2024 Q2	$6.04M	Buy	173,042 +73,925	+75%	+$2.5M	3.75%	7
2024 Q1	$3.32M	Buy	99,117 +5,327	+6%	+$170K	2.01%	21
2023 Q4	$2.8M	Buy	93,790 +58,782	+168%	+$1.7M	1.76%	23
2023 Q3	$1.01M	Buy	+35,008	New	+$971K	0.69%	33

Other funds holding OPPJ

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

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

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

TAGStone Capital Charlotte, North Carolina $283M AUM 14.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

DADC

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

Berkeley Inc's OPPJ Position: Q1 2026 in Review

Berkeley Inc reduced its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) stake by 0.01% in Q1 2026, selling an estimated $1.17K and leaving 222,848 shares worth $12.1M. The position accounts for 4.06% of the portfolio, ranked #6.

Berkeley Inc first reported a position in OPPJ in Q3 2023 and has held it in 11 quarters since. The position peaked at $12.6M in Q3 2024. 65 funds tracked by Wall St. Rank hold OPPJ as of Q1 2026.

Berkeley Inc held 222,848 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $12.1M as of Q1 2026.
Berkeley Inc sold 22 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q1 2026, an estimated $1.17K.
WisdomTree Trust WisdomTree Japan Opportunities Fund made up 4.06% of Berkeley Inc's portfolio in Q1 2026, its #6 holding.
Berkeley Inc first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q3 2023 and has held it in 11 quarters since.
Berkeley Inc's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $12.6M in Q3 2024.
65 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.