BWL
OPPJ icon

Bogart Wealth LLC’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Bogart Wealth LLC’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 		– Sell
-1
Closed -$54 – 2034
2026
Q1 		$54 Hold
1
– – ﹤0.01% 1767
2025
Q4 		$46 Hold
1
– – ﹤0.01% 1567
2025
Q3 		$42 Buy
+1
New +$39 ﹤0.01% 1512

Other funds holding OPPJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return
TC
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
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

Bogart Wealth LLC's OPPJ Position: Q2 2026 in Review

Bogart Wealth LLC sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q2 2026, closing a stake of 1 share — an estimated $54 sold.

Bogart Wealth LLC first reported a position in OPPJ in Q3 2025 and held it in 3 quarters. The position peaked at $54 in Q1 2026. 77 funds tracked by Wall St. Rank hold OPPJ as of Q2 2026.

  • Bogart Wealth LLC reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • Bogart Wealth LLC sold 1 WisdomTree Trust WisdomTree Japan Opportunities Fund share in Q2 2026, an estimated $54.
  • Bogart Wealth LLC first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q3 2025 and held it in 3 quarters.
  • Bogart Wealth LLC's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $54 in Q1 2026.
  • 77 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.