EP
OPPJ

Essential Partners’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Essential Partners’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 		$441K Buy
7,641
+9
+0.1% +$520 0.2% 91
2026
Q1 		$415K Sell
7,632
-44
-0.6% -$2.34K 0.14% 169
2025
Q4 		$356K Sell
7,676
-454
-6% -$20K 0.11% 235
2025
Q3 		$339K Sell
8,130
-626
-7% -$24.5K 0.11% 232
2025
Q2 		$320K Buy
+8,756
New +$307K 0.13% 221

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 $1.98B AUM 19.96% 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

Essential Partners's OPPJ Position: Q2 2026 in Review

Essential Partners increased its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) stake by 0.12% in Q2 2026, buying an estimated $520 and bringing the position to 7,641 shares worth $441K. The position accounts for 0.2% of the portfolio, ranked #91.

Essential Partners first reported a position in OPPJ in Q2 2025 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold OPPJ as of Q2 2026.

  • Essential Partners held 7,641 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $441K as of Q2 2026.
  • Essential Partners bought 9 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2026, an estimated $520.
  • WisdomTree Trust WisdomTree Japan Opportunities Fund made up 0.2% of Essential Partners's portfolio in Q2 2026, its #91 holding.
  • Essential Partners first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
  • 78 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.