SPIA
OPPJ

Steward Partners Investment Advisory’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Steward Partners Investment Advisory’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 		$2.41M Buy
41,861
+1,766
+4% +$102K 0.01% 834
2026
Q1 		$2.18M Sell
40,095
-113
-0.3% -$6K 0.01% 822
2025
Q4 		$1.87M Buy
40,208
+38,862
+2,887% +$1.71M 0.01% 813
2025
Q3 		$56.1K Sell
1,346
-276
-17% -$10.8K ﹤0.01% 2548
2025
Q2 		$59.3K Buy
1,622
+1,356
+510% +$47.6K ﹤0.01% 2394
2025
Q1 		$9.31K Hold
266
– – ﹤0.01% 3131
2024
Q4 		$9.2K Hold
266
– – ﹤0.01% 3130
2024
Q3 		$9.03K Sell
266
-1,480
-85% -$49.4K ﹤0.01% 2984
2024
Q2 		$60.9K Sell
1,746
-838
-32% -$28.3K ﹤0.01% 2007
2024
Q1 		$86.5K Buy
+2,584
New +$82.4K ﹤0.01% 1839
2021
Q2 		– Sell
-984
Closed -$22.1K – 7167
2021
Q1 		$22.1K Buy
+984
New +$20.9K ﹤0.01% 2421
2018
Q3 		– Sell
-984
Closed -$21K – 2611
2018
Q2 		$21K Buy
+984
New +$22.3K ﹤0.01% 1446

Other funds holding OPPJ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CW
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
TC
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
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
OFS
OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

Steward Partners Investment Advisory's OPPJ Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) stake by 4.4% in Q2 2026, buying an estimated $102K and bringing the position to 41,861 shares worth $2.41M. The position accounts for 0.01% of the portfolio, ranked #834.

Steward Partners Investment Advisory first reported a position in OPPJ in Q2 2018 and has held it in 12 quarters since. 78 funds tracked by Wall St. Rank hold OPPJ as of Q2 2026.

  • Steward Partners Investment Advisory held 41,861 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $2.41M as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,766 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2026, an estimated $102K.
  • WisdomTree Trust WisdomTree Japan Opportunities Fund made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #834 holding.
  • Steward Partners Investment Advisory first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q2 2018 and has held it in 12 quarters since.
  • 78 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.