Jones Financial Companies’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Jones Financial Companies’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	$2.73M	Buy	47,403 +16,066	+51%	+$928K	﹤0.01%	1450
2026 Q1	$1.66M	Buy	31,337 +27,724	+767%	+$1.47M	﹤0.01%	1506
2025 Q4	$168K	Buy	3,613 +662	+22%	+$29.1K	﹤0.01%	1985
2025 Q3	$125K	Sell	2,951 -6,795	-70%	-$265K	﹤0.01%	1989
2025 Q2	$361K	Buy	9,746 +7,794	+399%	+$274K	﹤0.01%	1410
2025 Q1	$68.9K	Buy	1,952 +1,017	+109%	+$35K	﹤0.01%	1935
2024 Q4	$32.3K	Buy	935 +314	+51%	+$10.8K	﹤0.01%	2063
2024 Q3	$20.6K	Buy	621 +555	+841%	+$18.5K	﹤0.01%	1945
2024 Q2	$2.3K	Buy	+66	New	+$2.23K	﹤0.01%	2128

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

Berkeley Inc Boise, Idaho $319M AUM 13.1% 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

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

Jones Financial Companies's OPPJ Position: Q2 2026 in Review

Jones Financial Companies increased its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) stake by 51% in Q2 2026, buying an estimated $928K and bringing the position to 47,403 shares worth $2.73M. The position accounts for ﹤0.01% of the portfolio, ranked #1450.

Jones Financial Companies first reported a position in OPPJ in Q2 2024 and has held it in 9 quarters since. 77 funds tracked by Wall St. Rank hold OPPJ as of Q2 2026.

Jones Financial Companies held 47,403 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $2.73M as of Q2 2026.
Jones Financial Companies bought 16,066 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2026, an estimated $928K.
WisdomTree Trust WisdomTree Japan Opportunities Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1450 holding.
Jones Financial Companies first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q2 2024 and has held it in 9 quarters since.
77 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.