WAM
OPPJ

Worth Asset Management’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

Worth Asset 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
2023
Q3 		– Sell
-2,998
Closed -$80K – 178
2023
Q2 		$80K Buy
+2,998
New +$75.6K 0.06% 153

Other funds holding OPPJ

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
IFS
Ifrah Financial Services Little Rock, Arkansas $378M AUM 17.57% 1-Year Est. Return

Worth Asset Management's OPPJ Position: Q3 2023 in Review

Worth Asset Management sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q3 2023, closing a stake of 2,998 shares — an estimated $80K sold.

Worth Asset Management first reported a position in OPPJ in Q2 2023 and held it in 1 quarter. The position peaked at $80K in Q2 2023. 32 funds tracked by Wall St. Rank hold OPPJ as of Q3 2023.

  • Worth Asset Management reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q3 2023 after selling out during the quarter.
  • Worth Asset Management sold 2,998 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q3 2023, an estimated $80K.
  • Worth Asset Management first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q2 2023 and held it in 1 quarter.
  • Worth Asset Management's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $80K in Q2 2023.
  • 32 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q3 2023.

Based on Worth Asset Management's 13F filing for Q3 2023, filed 11 Oct 2023.