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OPPJ

WisdomTree Trust WisdomTree Japan Opportunities Fund

36 hedge funds and large institutions have $27.8M invested in WisdomTree Trust WisdomTree Japan Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

3% less funds holding

Funds holding: 3736 (-1)

12% less capital invested

Capital invested by funds: $31.6M → $27.8M (-$3.76M)

16.67% less ownership

Funds ownership: 58.22%41.55% (-17%)

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
10
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$5.67M -$2.12M -66,572 -28%
BI
2
Berkeley Inc
Idaho
$3.32M +$170K +5,327 +6%
UBS Group
3
UBS Group
Switzerland
$1.86M +$403K +12,647 +29%
Citadel Advisors
4
Citadel Advisors
Florida
$1.79M +$907K +28,447 +114%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.76M -$1.07M -33,712 -39%
JIC
6
Johnson Investment Counsel
Ohio
$1.67M
MCM
7
Mainstay Capital Management
Michigan
$1.66M
DADC
8
D.A. Davidson & Co
Montana
$1.38M +$195K +6,110 +17%
Bank of America
9
Bank of America
North Carolina
$1.19M -$127K -3,997 -10%
ASN
10
Advisory Services Network
Georgia
$932K +$578K +18,128 +187%
OMC
11
Old Mission Capital
Illinois
$894K -$710K -22,278 -45%
Corient Private Wealth
12
Corient Private Wealth
Florida
$845K -$54.2K -1,700 -6%
IFS
13
Ifrah Financial Services
Arkansas
$817K -$109K -3,407 -12%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$708K -$63.1K -1,979 -9%
CIBC World Market
15
CIBC World Market
Ontario, Canada
$535K +$97.6K +3,060 +24%
SSWM
16
Sheets Smith Wealth Management
North Carolina
$409K +$42.5K +1,332 +12%
AWS
17
Atria Wealth Solutions
New York
$360K +$27.5K +862 +9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$333K +$31K +973 +11%
WMG
19
WESCAP Management Group
California
$291K -$140K -4,400 -34%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$256K +$244K +7,648 New
WI
21
WBI Investments
New Jersey
$240K +$228K +7,163 New
LPL Financial
22
LPL Financial
California
$235K -$1.23M -38,506 -85%
GWM
23
Geneos Wealth Management
Colorado
$222K
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$203K +$193K +6,050 New
SPIA
25
Steward Partners Investment Advisory
New York
$86.5K +$82.4K +2,584 New

OPPJ Hedge Fund Activity: Q1 2024 in Review

36 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) for Q1 2024, worth a combined $27.8M — down 12% from $31.6M a quarter earlier.

Fund positioning in OPPJ was balanced in Q1 2024: 9 funds opened new positions, 9 closed out, 10 added to existing stakes and 11 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $907K. The largest seller was Morgan Stanley, cutting an estimated $2.12M.

  • 36 institutional investors held WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) as of Q1 2024, down from 37 in Q4 2023.
  • Funds reported $27.8M of WisdomTree Trust WisdomTree Japan Opportunities Fund stock for Q1 2024, down 12% quarter-over-quarter.
  • 9 funds opened new WisdomTree Trust WisdomTree Japan Opportunities Fund positions in Q1 2024 and 9 closed out, a net change of 0 holders.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund buyer in Q1 2024 was Citadel Advisors, an estimated $907K added.
  • The largest WisdomTree Trust WisdomTree Japan Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $2.12M sold.

Based on aggregated 13F filings for Q1 2024.