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 Q2	$13.1M	Buy	227,790 +4,942	+2%	+$285K	4.12%	5
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $1.98B AUM 19.96% 1-Year Est. Return

TAGStone Capital Charlotte, North Carolina $315M AUM 18.31% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Berkeley Inc's OPPJ Position: Q2 2026 in Review

Berkeley Inc increased its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) stake by 2.2% in Q2 2026, buying an estimated $285K and bringing the position to 227,790 shares worth $13.1M. The position accounts for 4.12% of the portfolio, ranked #5.

Berkeley Inc first reported a position in OPPJ in Q3 2023 and has held it in 12 quarters since. 78 funds tracked by Wall St. Rank hold OPPJ as of Q2 2026.

Berkeley Inc held 227,790 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $13.1M as of Q2 2026.
Berkeley Inc bought 4,942 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2026, an estimated $285K.
WisdomTree Trust WisdomTree Japan Opportunities Fund made up 4.12% of Berkeley Inc's portfolio in Q2 2026, its #5 holding.
Berkeley Inc first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q3 2023 and has held it in 12 quarters since.
78 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.