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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund

37 hedge funds and large institutions have $31.6M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

44% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 9

22% more capital invested

Capital invested by funds: $25.9M → $31.6M (+$5.65M)

16% more funds holding

Funds holding: 3237 (+5)

8.04% more ownership

Funds ownership: 50.18%58.22% (+8%)

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
13
Reduced
9
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.04M +$3.25M +112,287 +91%
BI
2
Berkeley Inc
Idaho
$2.8M +$1.7M +58,782 +168%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.57M +$2.18M +75,338 +695%
FTUS
4
Flow Traders U.S.
New York
$1.72M +$1.67M +57,600 New
JIC
5
Johnson Investment Counsel
Ohio
$1.49M
MCM
6
Mainstay Capital Management
Michigan
$1.48M +$670K +23,125 +87%
Jane Street
7
Jane Street
New York
$1.47M -$714K -24,662 -33%
OMC
8
Old Mission Capital
Illinois
$1.46M +$1.42M +48,964 New
LPL Financial
9
LPL Financial
California
$1.36M -$2.17M -74,836 -62%
UBS Group
10
UBS Group
Switzerland
$1.28M +$166K +5,736 +15%
Bank of America
11
Bank of America
North Carolina
$1.18M -$630K -21,749 -36%
DADC
12
D.A. Davidson & Co
Montana
$1.05M +$459K +15,857 +82%
IFS
13
Ifrah Financial Services
Arkansas
$830K -$38.7K -1,335 -5%
Corient Private Wealth
14
Corient Private Wealth
Florida
$803K
Citadel Advisors
15
Citadel Advisors
Florida
$742K +$721K +24,881 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$689K -$60.9K -2,102 -8%
KAS
17
Kestra Advisory Services
Texas
$430K +$25.4K +876 New
WMG
18
WESCAP Management Group
California
$390K
CIBC World Market
19
CIBC World Market
Ontario, Canada
$385K +$13.6K +468 +4%
AWM
20
AE Wealth Management
Kansas
$330K -$257K -8,881 -46%
SSWM
21
Sheets Smith Wealth Management
North Carolina
$325K +$5.5K +190 +2%
AWS
22
Atria Wealth Solutions
New York
$295K +$286K +9,875 New
ASN
23
Advisory Services Network
Georgia
$289K +$281K +9,690 New
SW
24
SMART Wealth
Nebraska
$273K -$173K -5,981 -40%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$267K +$58 +2 +0%

OPPJ Hedge Fund Activity: Q4 2023 in Review

37 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q4 2023, worth a combined $31.6M — up 22% from $25.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new OPPJ positions and 3 closed out — a net gain of 5 holders — while 13 added to existing stakes and 9 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.25M. The largest seller was HighTower Advisors, exiting entirely with an estimated $3.63M sold.

  • 37 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q4 2023, up from 32 in Q3 2023.
  • Funds reported $31.6M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q4 2023, up 22% quarter-over-quarter.
  • 8 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q4 2023 and 3 closed out, a net change of +5 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q4 2023 was Morgan Stanley, an estimated $3.25M added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q4 2023 was HighTower Advisors, an estimated $3.63M sold.

Based on aggregated 13F filings for Q4 2023.