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OPPJ Institutional Ownership

WisdomTree Japan Opportunities Fund
1W: +0.0% 1M: +2.2% 3M: +1.8% YTD: +27.2% 1Y: +45.2%
$59.93
+0.88 (+1.48%)
 
Weekly Expected Move ±2.8%
$57 $58 $60 $62 $63
ETF NASDAQ · AUM $168.8M

Institutional Ownership — OPPJ

87
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
119M
Total Invested
23
New Positions
27
Increased
25
Reduced
8
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (90 total)

# Holder Shares Value Change Change % Holding Period Filing
1 MORGAN STANLEY 345,945 21M +256,147 +285.2% 52Q SEC ↗
2 LPL Financial LLC 306,663 18M +24,202 +8.6% 5Q SEC ↗
3 Berkeley, Inc 227,790 14M +4,942 +2.2% 12Q SEC ↗
4 BANK OF AMERICA CORP /DE 76,832 5M +44,063 +134.5% 15Q SEC ↗
5 CHANNEL WEALTH LLC 75,888 5M -26,528 -25.9% 3Q SEC ↗
6 Signal Advisors Wealth, LLC 74,018 4M +8,625 +13.2% 4Q SEC ↗
7 TAGStone Capital, Inc. 70,411 4M +748 +1.1% 5Q SEC ↗
8 D.A. DAVIDSON & CO. 52,086 3M -13,144 -20.2% 12Q SEC ↗
9 JONES FINANCIAL COMPANIES LLLP 47,403 3M +16,066 +51.3% 9Q SEC ↗
10 Steward Partners Investment Advisory, 41,861 3M +1,766 +4.4% 10Q SEC ↗
11 OneAscent Financial Services LLC NEW 40,898 2M — +0.0% 1Q SEC ↗
12 CITADEL ADVISORS LLC 37,302 2M +2,859 +8.3% 3Q SEC ↗
13 CIBC WORLD MARKET INC. 37,195 2M +26,951 +263.1% 12Q SEC ↗
14 INTEGRITY ALLIANCE, LLC. 37,166 2M +1,007 +2.8% 2Q SEC ↗
15 Security National Bank 36,762 2M +21,268 +137.3% 2Q SEC ↗
16 Sanctuary Advisors, LLC 33,550 2M +116 +0.3% 2Q SEC ↗
17 WJ Wealth Management, LLC 32,745 2M +35 +0.1% 2Q SEC ↗
18 Quadrature Capital Ltd 31,489 2M -38,888 -55.3% 2Q SEC ↗
19 RAYMOND JAMES FINANCIAL INC NEW 31,057 2M — +0.0% 1Q SEC ↗
20 Kestra Advisory Services, LLC 27,999 2M +21,850 +355.3% 4Q SEC ↗
21 BEARING POINT CAPITAL, LLC 26,261 2M +1,100 +4.4% 7Q SEC ↗
22 Corient Private Wealth LP 25,490 2M -157 -0.6% 12Q SEC ↗
23 ENVESTNET ASSET MANAGEMENT INC 25,467 2M -64 -0.3% 4Q SEC ↗
24 Maridea Wealth Management LLC 24,686 1M +2,390 +10.7% 4Q SEC ↗
25 Eldridge Investment Advisors, Inc. 23,693 1M -84 -0.4% 4Q SEC ↗
26 NATIONAL BANK OF CANADA /FI 23,293 1M +22,513 +2886.3% 8Q SEC ↗
27 E&G Advisors, LLC 22,865 1M +2,872 +14.4% 3Q SEC ↗
28 Prospera Financial Services Inc NEW 19,824 1M — +0.0% 1Q SEC ↗
29 KPP Advisory Services LLC NEW 19,018 1M — +0.0% 1Q SEC ↗
30 SUSQUEHANNA INTERNATIONAL GROUP, LLP 17,768 1M -51,384 -74.3% 5Q SEC ↗
31 Evelyn Partners Investment Management 14,847 890K — +0.0% 6Q SEC ↗
32 OSAIC HOLDINGS, INC. 13,931 835K +13,627 +4482.6% 26Q SEC ↗
33 Spire Wealth Management 13,476 808K +6,281 +87.3% 2Q SEC ↗
34 Spinnaker Investment Group, LLC NEW 12,984 778K — +0.0% 1Q SEC ↗
35 Cambridge Investment Research Advisors 10,525 631K -2,269 -17.7% 16Q SEC ↗
36 Cetera Investment Advisers 10,267 615K +5,150 +100.6% 2Q SEC ↗
37 MILLINGTON SECURITIES, LLC NEW 9,366 561K — +0.0% 1Q SEC ↗
38 WBI INVESTMENTS, LLC 8,981 538K -385 -4.1% 4Q SEC ↗
39 SCOTIA CAPITAL INC. 8,769 526K -666 -7.1% 2Q SEC ↗
40 Essential Partners LLC 7,641 458K +9 +0.1% 5Q SEC ↗
41 SFG Wealth Management, LLC. NEW 7,406 444K — +0.0% 1Q SEC ↗
42 Arkadios Wealth Advisors NEW 5,840 350K — +0.0% 1Q SEC ↗
43 Geneos Wealth Management Inc. 5,300 318K — +0.0% 29Q SEC ↗
44 Stelac Advisory Services LLC NEW 5,273 316K — +0.0% 1Q SEC ↗
45 PFG Investments, LLC 4,630 277K -64 -1.4% 4Q SEC ↗
46 World Investment Advisors 4,400 264K — +0.0% 3Q SEC ↗
47 Greenwich Wealth Management LLC 4,398 264K -632 -12.6% 2Q SEC ↗
48 VERUS CAPITAL PARTNERS, LLC NEW 4,299 258K — +0.0% 1Q SEC ↗
49 ROBERTS GLORE & CO INC /IL 4,236 254K -100 -2.3% 3Q SEC ↗
50 Janney Montgomery Scott LLC 4,000 240K — +0.0% 2Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
MORGAN STANLEY +256,147 +285.2% 345,945
BANK OF AMERICA CORP /DE +44,063 +134.5% 76,832
CIBC WORLD MARKET INC. +26,951 +263.1% 37,195
LPL Financial LLC +24,202 +8.6% 306,663
NATIONAL BANK OF CANADA /FI +22,513 +2886.3% 23,293
Kestra Advisory Services, LLC +21,850 +355.3% 27,999
Security National Bank +21,268 +137.3% 36,762
JONES FINANCIAL COMPANIES LLLP +16,066 +51.3% 47,403
OSAIC HOLDINGS, INC. +13,627 +4482.6% 13,931
Signal Advisors Wealth, LLC +8,625 +13.2% 74,018
Spire Wealth Management +6,281 +87.3% 13,476
Cetera Investment Advisers +5,150 +100.6% 10,267
Berkeley, Inc +4,942 +2.2% 227,790
E&G Advisors, LLC +2,872 +14.4% 22,865
CITADEL ADVISORS LLC +2,859 +8.3% 37,302
Maridea Wealth Management LLC +2,390 +10.7% 24,686
Steward Partners Investment Advisor +1,766 +4.4% 41,861
Farther Finance Advisors, LLC +1,398 +355.7% 1,791
BEARING POINT CAPITAL, LLC +1,100 +4.4% 26,261
FMR LLC +1,064 +925.2% 1,179
Biggest Decreases (17)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -51,384 -74.3% 17,768
Quadrature Capital Ltd -38,888 -55.3% 31,489
CHANNEL WEALTH LLC -26,528 -25.9% 75,888
D.A. DAVIDSON & CO. -13,144 -20.2% 52,086
Cambridge Investment Research Advis -2,269 -17.7% 10,525
PRIVATE TRUST CO NA -676 -73.5% 244
SCOTIA CAPITAL INC. -666 -7.1% 8,769
Greenwich Wealth Management LLC -632 -12.6% 4,398
ROYAL BANK OF CANADA -515 -15.2% 2,875
WBI INVESTMENTS, LLC -385 -4.1% 8,981
SBI Securities Co., Ltd. -190 -35.4% 346
Corient Private Wealth LP -157 -0.6% 25,490
ROBERTS GLORE & CO INC /IL -100 -2.3% 4,236
Eldridge Investment Advisors, Inc. -84 -0.4% 23,693
ENVESTNET ASSET MANAGEMENT INC -64 -0.3% 25,467
PFG Investments, LLC -64 -1.4% 4,630
Allworth Financial LP -32 -11.0% 260

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms