Northwestern Mutual Wealth Management’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Northwestern Mutual Wealth Management’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 Q1	–	Sell	-320	Closed	-$9.55K	–	3623
2023 Q4	$9.55K	Buy	+320	New	+$9.27K	﹤0.01%	2651
2016 Q3	–	Sell	-270	Closed	-$4K	–	525
2016 Q2	$4K	Buy	+270	New	+$4.09K	﹤0.01%	1643

Other funds holding OPPJ

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

Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 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 $16.5B AUM 19.94% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Northwestern Mutual Wealth Management's OPPJ Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q1 2024, closing a stake of 320 shares — an estimated $9.55K sold.

Northwestern Mutual Wealth Management first reported a position in OPPJ in Q2 2016 and held it in 2 quarters. The position peaked at $9.55K in Q4 2023. 36 funds tracked by Wall St. Rank hold OPPJ as of Q1 2024.

Northwestern Mutual Wealth Management reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q1 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 320 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q1 2024, an estimated $9.55K.
Northwestern Mutual Wealth Management first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q2 2016 and held it in 2 quarters.
Northwestern Mutual Wealth Management's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $9.55K in Q4 2023.
36 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.