Sheets Smith Wealth Management’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Sheets Smith 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
2025 Q1	–	Sell	-13,376	Closed	-$463K	–	366
2024 Q4	$463K	Buy	13,376 +139	+1%	+$4.78K	0.06%	270
2024 Q3	$449K	Buy	13,237 +699	+6%	+$23.4K	0.06%	266
2024 Q2	$438K	Buy	12,538 +325	+3%	+$11K	0.05%	263
2024 Q1	$409K	Buy	12,213 +1,332	+12%	+$42.5K	0.05%	283
2023 Q4	$325K	Buy	10,881 +190	+2%	+$5.5K	0.05%	280
2023 Q3	$307K	Buy	+10,691	New	+$297K	0.05%	272

Other funds holding OPPJ

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

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

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

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 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 $18.1B AUM 24.63% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sheets Smith Wealth Management's OPPJ Position: Q1 2025 in Review

Sheets Smith Wealth Management sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q1 2025, closing a stake of 13,376 shares — an estimated $463K sold.

Sheets Smith Wealth Management first reported a position in OPPJ in Q3 2023 and held it in 6 quarters. The position peaked at $463K in Q4 2024. 29 funds tracked by Wall St. Rank hold OPPJ as of Q1 2025.

Sheets Smith Wealth Management reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q1 2025 after selling out during the quarter.
Sheets Smith Wealth Management sold 13,376 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q1 2025, an estimated $463K.
Sheets Smith Wealth Management first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q3 2023 and held it in 6 quarters.
Sheets Smith Wealth Management's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $463K in Q4 2024.
29 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q1 2025.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.