TSWM
OPPJ

Tyler-Stone Wealth Management’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Tyler-Stone 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
2024
Q3 		– Sell
-750
Closed -$26.2K – 471
2024
Q2 		$26.2K Hold
750
– – 0.01% 476
2024
Q1 		$25.1K Buy
+750
New +$23.9K 0.01% 484

Other funds holding OPPJ

BI
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
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
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
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Tyler-Stone Wealth Management's OPPJ Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q3 2024, closing a stake of 750 shares — an estimated $26.2K sold.

Tyler-Stone Wealth Management first reported a position in OPPJ in Q1 2024 and held it in 2 quarters. The position peaked at $26.2K in Q2 2024. 32 funds tracked by Wall St. Rank hold OPPJ as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 750 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q3 2024, an estimated $26.2K.
  • Tyler-Stone Wealth Management first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q1 2024 and held it in 2 quarters.
  • Tyler-Stone Wealth Management's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $26.2K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.