Private Trust Company’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Private Trust Company’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	$14.1K	Sell	244 -676	-73%	-$39K	﹤0.01%	1944
2026 Q1	$50K	Buy	+920	New	+$48.9K	﹤0.01%	1294
2014 Q4	–	Sell	-2,858	Closed	-$45K	–	525
2014 Q3	$45K	Hold	2,858	–	–	0.02%	577
2014 Q2	$43K	Hold	2,858	–	–	0.01%	597
2014 Q1	$42K	Sell	2,858 -2,000	-41%	-$28.9K	0.02%	531
2013 Q4	$74K	Buy	+4,858	New	+$69.8K	0.03%	377

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

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

Private Trust Company's OPPJ Position: Q2 2026 in Review

Private Trust Company reduced its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) stake by 73% in Q2 2026, selling an estimated $39K and leaving 244 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1944.

Private Trust Company first reported a position in OPPJ in Q4 2013 and has held it in 6 quarters since. The position peaked at $74K in Q4 2013. 78 funds tracked by Wall St. Rank hold OPPJ as of Q2 2026.

Private Trust Company held 244 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $14.1K as of Q2 2026.
Private Trust Company sold 676 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2026, an estimated $39K.
WisdomTree Trust WisdomTree Japan Opportunities Fund made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1944 holding.
Private Trust Company first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q4 2013 and has held it in 6 quarters since.
Private Trust Company's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $74K in Q4 2013.
78 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.