Jones Financial Companies
OPPJ

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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CW
Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
TC
TAGStone Capital Charlotte, North Carolina $283M AUM 14.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SAW
Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

Jones Financial Companies's OPPJ Position: Q1 2026 in Review

Jones Financial Companies increased its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) stake by 767% in Q1 2026, buying an estimated $1.47M and bringing the position to 31,337 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Jones Financial Companies first reported a position in OPPJ in Q2 2024 and has held it in 8 quarters since. 65 funds tracked by Wall St. Rank hold OPPJ as of Q1 2026.

  • Jones Financial Companies held 31,337 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $1.66M as of Q1 2026.
  • Jones Financial Companies bought 27,724 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q1 2026, an estimated $1.47M.
  • WisdomTree Trust WisdomTree Japan Opportunities Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q1 2026, its #1506 holding.
  • Jones Financial Companies first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q2 2024 and has held it in 8 quarters since.
  • 65 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.