TAGStone Capital’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

TAGStone Capital’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	$4.06M	Buy	70,411 +748	+1%	+$43.2K	1.29%	24
2026 Q1	$3.79M	Buy	69,663 +15,596	+29%	+$828K	1.34%	21
2025 Q4	$2.51M	Buy	54,067 +12,312	+29%	+$542K	0.93%	27
2025 Q3	$1.74M	Buy	41,755 +24,373	+140%	+$952K	0.69%	33
2025 Q2	$677K	Buy	+17,382	New	+$610K	0.28%	63

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

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

OFS

OneAscent Financial Services Birmingham, Alabama $2.09B AUM 24.1% 1-Year Est. Return

TAGStone Capital's OPPJ Position: Q2 2026 in Review

TAGStone Capital increased its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) stake by 1.1% in Q2 2026, buying an estimated $43.2K and bringing the position to 70,411 shares worth $4.06M. The position accounts for 1.29% of the portfolio, ranked #24.

TAGStone Capital first reported a position in OPPJ in Q2 2025 and has held it in 5 quarters since. 78 funds tracked by Wall St. Rank hold OPPJ as of Q2 2026.

TAGStone Capital held 70,411 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $4.06M as of Q2 2026.
TAGStone Capital bought 748 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2026, an estimated $43.2K.
WisdomTree Trust WisdomTree Japan Opportunities Fund made up 1.29% of TAGStone Capital's portfolio in Q2 2026, its #24 holding.
TAGStone Capital first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q2 2025 and has held it in 5 quarters since.
78 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2026.

Based on TAGStone Capital's 13F filing for Q2 2026, filed 11 Aug 2026.