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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HWM

Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return

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

Channel Wealth Santa Barbara, California $413M AUM 15.3% 1-Year Est. Return

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

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

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

SAW

Signal Advisors Wealth Detroit, Michigan $1.46B AUM 14.11% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

TAGStone Capital's OPPJ Position: Q1 2026 in Review

TAGStone Capital increased its WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) stake by 29% in Q1 2026, buying an estimated $828K and bringing the position to 69,663 shares worth $3.79M. The position accounts for 1.34% of the portfolio, ranked #21.

TAGStone Capital first reported a position in OPPJ in Q2 2025 and has held it in 4 quarters since. 65 funds tracked by Wall St. Rank hold OPPJ as of Q1 2026.

TAGStone Capital held 69,663 shares of WisdomTree Trust WisdomTree Japan Opportunities Fund worth $3.79M as of Q1 2026.
TAGStone Capital bought 15,596 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q1 2026, an estimated $828K.
WisdomTree Trust WisdomTree Japan Opportunities Fund made up 1.34% of TAGStone Capital's portfolio in Q1 2026, its #21 holding.
TAGStone Capital first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q2 2025 and has held it in 4 quarters since.
65 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.