Schroder Investment Management Group’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Schroder Investment Management Group’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 Q3	–	Sell	-1,000	Closed	-$35K	–	1219
2024 Q2	$35K	Hold	1,000	–	–	﹤0.01%	1188
2024 Q1	$33.8K	Hold	1,000	–	–	﹤0.01%	1193
2023 Q4	$29.8K	Hold	1,000	–	–	﹤0.01%	1179
2023 Q3	$28.7K	Hold	1,000	–	–	﹤0.01%	1189
2023 Q2	$26.7K	Hold	1,000	–	–	﹤0.01%	1213
2023 Q1	$24.3K	Hold	1,000	–	–	﹤0.01%	1246
2022 Q4	$22.1K	Hold	1,000	–	–	﹤0.01%	1271
2022 Q3	$22K	Hold	1,000	–	–	﹤0.01%	1265
2022 Q2	$21K	Hold	1,000	–	–	﹤0.01%	1303
2022 Q1	$21K	Buy	+1,000	New	+$21.2K	﹤0.01%	1340
2021 Q3	–	Sell	-1,000	Closed	-$22K	–	1500
2021 Q2	$22K	Hold	1,000	–	–	﹤0.01%	1458
2021 Q1	$22K	Hold	1,000	–	–	﹤0.01%	1454
2020 Q4	$20K	Hold	1,000	–	–	﹤0.01%	1423
2020 Q3	$20K	Hold	1,000	–	–	﹤0.01%	1299
2020 Q2	$18K	Hold	1,000	–	–	﹤0.01%	1216
2020 Q1	$16K	Hold	1,000	–	–	﹤0.01%	1267
2019 Q4	$21K	Hold	1,000	–	–	﹤0.01%	1257
2019 Q3	$20K	Hold	1,000	–	–	﹤0.01%	1256
2019 Q2	$19K	Hold	1,000	–	–	﹤0.01%	1184
2019 Q1	$20K	Hold	1,000	–	–	﹤0.01%	1147
2018 Q4	$18	Hold	1,000	–	–	﹤0.01%	1207
2018 Q3	$23K	Hold	1,000	–	–	﹤0.01%	1233
2018 Q2	$22K	Hold	1,000	–	–	﹤0.01%	1259
2018 Q1	$22K	Hold	1,000	–	–	﹤0.01%	1253
2017 Q4	$23K	Hold	1,000	–	–	﹤0.01%	1301
2017 Q3	$21K	Hold	1,000	–	–	﹤0.01%	1299
2017 Q2	$20K	Hold	1,000	–	–	﹤0.01%	1262
2017 Q1	$19K	Hold	1,000	–	–	﹤0.01%	1208
2016 Q4	$18K	Hold	1,000	–	–	﹤0.01%	1115
2016 Q3	$16K	Hold	1,000	–	–	﹤0.01%	1120
2016 Q2	$14K	Hold	1,000	–	–	﹤0.01%	1144
2016 Q1	$16K	Hold	1,000	–	–	﹤0.01%	1118
2015 Q4	$17K	Hold	1,000	–	–	﹤0.01%	1148
2015 Q3	$17K	Buy	+1,000	New	+$17.5K	﹤0.01%	1143

Other funds holding OPPJ

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

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 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

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

ASN

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Schroder Investment Management Group's OPPJ Position: Q3 2024 in Review

Schroder Investment Management Group sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q3 2024, closing a stake of 1,000 shares — an estimated $35K sold.

Schroder Investment Management Group first reported a position in OPPJ in Q3 2015 and held it in 34 quarters. The position peaked at $35K in Q2 2024. 32 funds tracked by Wall St. Rank hold OPPJ as of Q3 2024.

Schroder Investment Management Group reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q3 2024 after selling out during the quarter.
Schroder Investment Management Group sold 1,000 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q3 2024, an estimated $35K.
Schroder Investment Management Group first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q3 2015 and held it in 34 quarters.
Schroder Investment Management Group's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $35K in Q2 2024.
32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q3 2024.

Based on Schroder Investment Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.