Roberts, Glore & Co’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Roberts, Glore & Co’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	$244K	Sell	4,236 -100	-2%	-$5.78K	0.06%	216
2026 Q1	$236K	Sell	4,336 -100	-2%	-$5.31K	0.06%	197
2025 Q4	$206K	Buy	+4,436	New	+$195K	0.05%	216
2020 Q1	–	Sell	-10,810	Closed	-$230K	–	169
2019 Q4	$230K	Buy	+10,810	New	+$227K	0.09%	160
2018 Q4	–	Sell	-10,050	Closed	-$227K	–	136
2018 Q3	$227K	Hold	10,050	–	–	0.13%	136
2018 Q2	$219K	Sell	10,050 -700	-7%	-$15.8K	0.13%	138
2018 Q1	$238K	Sell	10,750 -300	-3%	-$6.77K	0.15%	132
2017 Q4	$255K	Hold	11,050	–	–	0.16%	125
2017 Q3	$236K	Hold	11,050	–	–	0.15%	125
2017 Q2	$220K	Hold	11,050	–	–	0.15%	131
2017 Q1	$207K	Sell	11,050 -400	-3%	-$7.5K	0.14%	137
2016 Q4	$207K	Buy	+11,450	New	+$195K	0.14%	140

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

Roberts, Glore & Co's OPPJ Position: Q2 2026 in Review

Roberts, Glore & Co reduced its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) stake by 2.3% in Q2 2026, selling an estimated $5.78K and leaving 4,236 shares worth $244K. The position accounts for 0.06% of the portfolio, ranked #216.

Roberts, Glore & Co first reported a position in OPPJ in Q4 2016 and has held it in 12 quarters since. The position peaked at $255K in Q4 2017. 77 funds tracked by Wall St. Rank hold OPPJ as of Q2 2026.

Roberts, Glore & Co held 4,236 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $244K as of Q2 2026.
Roberts, Glore & Co sold 100 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2026, an estimated $5.78K.
WisdomTree Trust WisdomTree Japan Opportunities Fund made up 0.06% of Roberts, Glore & Co's portfolio in Q2 2026, its #216 holding.
Roberts, Glore & Co first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q4 2016 and has held it in 12 quarters since.
Roberts, Glore & Co's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $255K in Q4 2017.
77 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2026.

Based on Roberts, Glore & Co's 13F filing for Q2 2026, filed 11 Aug 2026.