PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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
2024 Q4	–	Sell	-3,097	Closed	-$105K	–	486
2024 Q3	$105K	Sell	3,097 -463	-13%	-$15.5K	0.05%	159
2024 Q2	$124K	Hold	3,560	–	–	0.07%	131
2024 Q1	$119K	Buy	+3,560	New	+$114K	0.08%	134

Other funds holding OPPJ

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MCM

Mainstay Capital Management Grand Blanc, Michigan $1.3B AUM 37.8% 1-Year Est. Return

DADC

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s OPPJ Position: Q4 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q4 2024, closing a stake of 3,097 shares — an estimated $105K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in OPPJ in Q1 2024 and held it in 3 quarters. The position peaked at $124K in Q2 2024. 31 funds tracked by Wall St. Rank hold OPPJ as of Q4 2024.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q4 2024 after selling out during the quarter.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 3,097 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q4 2024, an estimated $105K.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q1 2024 and held it in 3 quarters.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $124K in Q2 2024.
31 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q4 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q4 2024, filed 7 Aug 2026.