Vault-13

WISDOMTREE TR OPPJ

JPN SCAP HDG EQT · ETP · CUSIP 97717W521

78 institutional holders +14 vs Q1 2026
2,071,6962.1m shares reported held*
$119.4mreported value*
21 new 28 added 16 reduced 7 sold out net bought ≈ $7.4m (+127.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $57.65.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 19Q4 22: 21Q1 23: 20Q2 23: 24Q3 23: 33Q4 23: 38Q1 24: 38Q2 24: 41Q3 24: 34Q4 24: 32Q1 25: 30Q2 25: 31Q3 25: 40Q4 25: 44Q1 26: 64Q2 26: 7878Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202219
Q4 202221
Q1 202320
Q2 202324
Q3 202333
Q4 202338
Q1 202438
Q2 202441
Q3 202434
Q4 202432
Q1 202530
Q2 202531
Q3 202540
Q4 202544
Q1 202664
Q2 202678

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q3 24: 17 bought or addedQ3 24: 20 cut or sold outQ4 24: 12 bought or addedQ4 24: 16 cut or sold outQ4 24Q1 25: 14 bought or addedQ1 25: 17 cut or sold outQ2 25: 18 bought or addedQ2 25: 12 cut or sold outQ2 25Q3 25: 23 bought or addedQ3 25: 17 cut or sold outQ4 25: 27 bought or addedQ4 25: 13 cut or sold outQ4 25Q1 26: 41 bought or addedQ1 26: 13 cut or sold outQ2 26: 49 bought or addedQ2 26: 23 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20241720
Q4 20241216
Q1 20251417
Q2 20251812
Q3 20252317
Q4 20252713
Q1 20264113
Q2 20264923

Biggest buyers

MORGAN STANLEY Added +256,147+256.1k
BANK OF AMERICA CORP /DE/ Added +44,063+44.1k
OneAscent Financial Services LLC New +40,898+40.9k
RAYMOND JAMES FINANCIAL INC New +31,057+31.1k
CIBC WORLD MARKET INC. Added +26,951+27.0k
LPL Financial LLC Added +24,202+24.2k
NATIONAL BANK OF CANADA /FI/ Added +22,513+22.5k
Kestra Advisory Services, LLC Added +21,850+21.9k
Security National Bank Added +21,268+21.3k
Prospera Financial Services Inc New +19,824+19.8k

Biggest sellers

Horizon Wealth Management, LLC Sold out -209,990-210.0k
JANE STREET GROUP, LLC Sold out -118,594-118.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -51,384-51.4k
Private Advisor Group, LLC Sold out -46,458-46.5k
Quadrature Capital Ltd Reduced -38,888-38.9k
CHANNEL WEALTH LLC Reduced -26,528-26.5k
STIFEL FINANCIAL CORP Sold out -20,004-20.0k
D.A. DAVIDSON & CO. Reduced -13,144-13.1k
PRIVATE TRUST CO NA Reduced -676-676
SCOTIA CAPITAL INC. Reduced -666-666

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 345,945345.9k $19.9m $19.9m 0.00% Added +256.1k +256,147
2 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 306,663306.7k $17.7m $17.7m 0.00% Added +24.2k +24,202
3 Berkeley, Inc 4.12% of their portfolio Boise, ID 227,790227.8k $13.1m $13.1m 4.12% Added +4.9k +4,942
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 76,83276.8k $4.4m $4.4m 0.00% Added +44.1k +44,063
5 CHANNEL WEALTH LLC 0.98% of their portfolio SANTA BARBARA, CA 75,88875.9k $4.4m $4.4m 0.98% Reduced -26.5k -26,528
6 Signal Advisors Wealth, LLC 0.22% of their portfolio DETROIT, MI 74,01874.0k $4.3m $4.3m 0.22% Added +8.6k +8,625
7 TAGStone Capital, Inc. 1.29% of their portfolio CHARLOTTE, NC 70,41170.4k $4.1m $4.1m 1.29% Added +748 +748
8 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 52,08652.1k $3.0m $3.0m 0.02% Reduced -13.1k -13,144
9 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 47,40347.4k $2.7m $2.7m 0.00% Added +16.1k +16,066
10 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 41,86141.9k $2.4m $2.4m 0.01% Added +1.8k +1,766
11 OneAscent Financial Services LLC 0.11% of their portfolio BIRMINGHAM, AL 40,89840.9k $2.4m $2.4m 0.11% New
12 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 37,30237.3k $2.2m $2.2m 0.00% Added +2.9k +2,859
13 CIBC WORLD MARKET INC. 0.00% of their portfolio TORONTO, A6 37,19537.2k $2.1m $2.1m 0.00% Added +27.0k +26,951
14 INTEGRITY ALLIANCE, LLC. 0.07% of their portfolio Urbandale, IA 37,16637.2k $2.1m $2.1m 0.07% Added +1.0k +1,007
15 Security National Bank 0.25% of their portfolio OMAHA, NE 36,76236.8k $2.1m $2.1m 0.25% Added +21.3k +21,268
16 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 33,55033.5k $1.9m $1.9m 0.01% Added +116 +116
17 WJ Wealth Management, LLC 0.75% of their portfolio GLENDALE, AZ 32,74532.7k $1.9m $1.9m 0.75% Added +35 +35
18 Quadrature Capital Ltd 0.02% of their portfolio LONDON, X0 31,48931.5k $1.8m $1.8m 0.02% Reduced -38.9k -38,888
19 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 31,05731.1k $1.8m $1.8m 0.00% New
20 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 27,99928.0k $1.6m $1.6m 0.01% Added +21.9k +21,850
21 BEARING POINT CAPITAL, LLC 0.20% of their portfolio BLOOMINGTON, MN 26,26126.3k $1.5m $1.5m 0.20% Added +1.1k +1,100
22 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 25,49025.5k $1.5m $1.5m 0.00% Reduced -157 -157
23 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 25,46725.5k $1.5m $1.5m 0.00% Reduced -64 -64
24 Maridea Wealth Management LLC 0.15% of their portfolio BROOKLYN, NY 24,68624.7k $1.4m $1.4m 0.15% Added +2.4k +2,390
25 Eldridge Investment Advisors, Inc. 0.27% of their portfolio MANCHESTER, NH 23,69323.7k $1.4m $1.4m 0.27% Reduced -84 -84
26 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 23,29323.3k $1.3m $1.3m 0.00% Added +22.5k +22,513
27 E&G Advisors, LLC 0.25% of their portfolio HOUSTON, TX 22,86522.9k $1.3m $1.3m 0.25% Added +2.9k +2,872
28 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 21,05021.1k $1.2m $1.2m 0.00% Added +8.3k +8,256
29 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 19,82419.8k $1.1m $1.1m 0.02% New
30 KPP Advisory Services LLC 0.14% of their portfolio Louisville, KY 19,01819.0k $1.1m $1.1m 0.14% New
31 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 17,76817.8k $1.0m $1.0m 0.00% Reduced -51.4k -51,384
32 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 13,93113.9k $803.4k $803.4k 0.00% Added +13.6k +13,627
33 Spire Wealth Management 0.02% of their portfolio MCLEAN, VA 13,47613.5k $777.1k $777.1k 0.02% Added +6.3k +6,281
34 Spinnaker Investment Group, LLC 0.12% of their portfolio Newport Beach, CA 12,98413.0k $748.7k $748.7k 0.12% New
35 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 10,26710.3k $592.0k $592.0k 0.00% Added +5.2k +5,150
36 WBI INVESTMENTS, LLC 0.13% of their portfolio RED BANK, NJ 8,9819.0k $517.9k $517.9k 0.13% Reduced -385 -385
37 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 8,7698.8k $505.7k $505.7k 0.00% Reduced -666 -666
38 Essential Partners LLC 0.20% of their portfolio RANCHO SANTA FE, CA 7,6417.6k $440.6k $440.6k 0.20% Added +9 +9
39 SFG Wealth Management, LLC. 0.15% of their portfolio TOWSON, MD 7,4067.4k $427.1k $427.1k 0.15% New
40 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 5,8405.8k $336.8k $336.8k 0.01% New
41 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 5,3005.3k $305.7k $305.7k 0.01% Unchanged
42 Stelac Advisory Services LLC 0.06% of their portfolio NEW YORK, NY 5,2735.3k $304.1k $304.1k 0.06% New
43 PFG Investments, LLC 0.01% of their portfolio WOODBURY, NY 4,6304.6k $267.0k $267.0k 0.01% Reduced -64 -64
44 World Investment Advisors 0.00% of their portfolio LINCROFT, NJ 4,4004.4k $239.2k $239.2k 0.00% Unchanged
45 Greenwich Wealth Management LLC 0.01% of their portfolio GREENWICH, CT 4,3984.4k $254.0k $254.0k 0.01% Reduced -632 -632
46 VERUS CAPITAL PARTNERS, LLC 0.01% of their portfolio SCOTTSDALE, AZ 4,2994.3k $247.9k $247.9k 0.01% New
47 ROBERTS GLORE & CO INC /IL/ 0.06% of their portfolio DEERFIELD, IL 4,2364.2k $244.3k $244.3k 0.06% Reduced -100 -100
48 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 4,0004.0k $231.0k $231.0k 0.00% Unchanged
49 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 3,9333.9k $226.8k $226.8k 0.00% Added +25 +25
50 Belpointe Asset Management LLC 0.01% of their portfolio RENO, NV 3,7053.7k $213.7k $213.7k 0.01% New
51 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 3,5353.5k $203.9k $203.9k 0.00% New
52 Alteri Wealth LLC 0.06% of their portfolio WESTLAKE VILLAGE, CA 3,4933.5k $201.4k $201.4k 0.06% New
53 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 2,8752.9k $166.0k $166.0k 0.00% Reduced -515 -515
54 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 2,4522.5k $141.4k $141.4k 0.00% First filing
55 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,7911.8k $103.3k $103.3k 0.00% Added +1.4k +1,398
56 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 1,7861.8k $103.0k $103.0k 0.00% Unchanged
57 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 1,6311.6k $94.1k $94.1k 0.00% New
58 FMR LLC 0.00% of their portfolio BOSTON, MA 1,1791.2k $68.0k $68.0k 0.00% Added +1.1k +1,064
59 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 753753 $43.4k $43.4k 0.00% New
60 Integrated Wealth Concepts LLC 0.00% of their portfolio WALTHAM, MA 616616 $35.5k $35.5k 0.00% New
61 Main Street Group, LTD 0.01% of their portfolio GLEN ALLEN, VA 532532 $30.7k $30.7k 0.01% Unchanged
62 Your Advocates Ltd., LLP 0.01% of their portfolio HOUSTON, TX 444444 $25.6k $25.6k 0.01% Unchanged
63 UBS Group AG 0.00% of their portfolio ZURICH, V8 422422 $24.3k $24.3k 0.00% New
64 SBI Securities Co., Ltd. 0.00% of their portfolio TOKYO, M0 346346 $20.0k $20.0k 0.00% Reduced -190 -190
65 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 284284 $16.3k $16.3k 0.00% Unchanged
66 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 260260 $15.0k $15.0k 0.00% Reduced -32 -32
67 PRIVATE TRUST CO NA 0.00% of their portfolio CLEVELAND, OH 244244 $14.1k $14.1k 0.00% Reduced -676 -676
68 Grove Bank & Trust 0.00% of their portfolio Miami, FL 200200 $11.5k $11.5k 0.00% Unchanged
69 IFG Advisory, LLC 0.00% of their portfolio ATLANTA, GA 161161 $9.3k $9.3k 0.00% New
70 Capital Analysts, LLC 0.00% of their portfolio FORT WASHINGTON, PA 151151 $9.0k $9.0k 0.00% Added +1 +1
71 NVWM, LLC 0.00% of their portfolio YARDLEY, PA 150150 $8.7k $8.7k 0.00% Unchanged
72 Greykasell Wealth Strategies, Inc. 0.00% of their portfolio DANVILLE, CA 133133 $7.7k $7.7k 0.00% Unchanged
73 Investment Research & Advisory Group, Inc. 0.00% of their portfolio ATLANTA, GA 126126 $7.3k $7.3k 0.00% New
74 Farmers & Merchants Trust Co of Chambersburg PA 0.00% of their portfolio CHAMBERSBURG, PA 105105 $6.0k $6.0k 0.00% New
75 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 5454 $3.1k $3.1k 0.00% New
76 Ameritas Advisory Services, LLC 0.00% of their portfolio Lincoln, NE 1818 $1.0k $1.0k 0.00% New
77 FARMERS & MERCHANTS INVESTMENTS INC 0.00% of their portfolio LINCOLN, NE 1010 $577 $577 0.00% Unchanged
78 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $59 $59 0.00% Unchanged