CIA
OPPJ

Concurrent Investment Advisors’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Concurrent Investment Advisors’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
2025
Q3 		– Sell
-6,078
Closed -$222K – 1528
2025
Q2 		$222K Buy
+6,078
New +$213K ﹤0.01% 1223

Other funds holding OPPJ

BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TC
TAGStone Capital Charlotte, North Carolina $283M AUM 14.51% 1-Year Est. Return
EIA
Eldridge Investment Advisors Manchester, New Hampshire $456M AUM 14.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Concurrent Investment Advisors's OPPJ Position: Q3 2025 in Review

Concurrent Investment Advisors sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q3 2025, closing a stake of 6,078 shares — an estimated $222K sold.

Concurrent Investment Advisors first reported a position in OPPJ in Q2 2025 and held it in 1 quarter. The position peaked at $222K in Q2 2025. 40 funds tracked by Wall St. Rank hold OPPJ as of Q3 2025.

  • Concurrent Investment Advisors reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q3 2025 after selling out during the quarter.
  • Concurrent Investment Advisors sold 6,078 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q3 2025, an estimated $222K.
  • Concurrent Investment Advisors first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q2 2025 and held it in 1 quarter.
  • Concurrent Investment Advisors's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $222K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q3 2025.

Based on Concurrent Investment Advisors's 13F filing for Q3 2025, filed 27 Oct 2025.