OPPJ institutional holders

WISDOMTREE TR · 13F, 2026Q2

Managers holding78
Shares held2,071,696
Reported value$119.4m
Quarter flows22 new, 28 added, 16 trimmed, 9 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY345,945$19.9m0.0%
LPL Financial LLC306,663$17.7m0.0%
Berkeley, Inc227,790$13.1m4.1%
BANK OF AMERICA CORP /DE/76,832$4.4m0.0%
CHANNEL WEALTH LLC75,888$4.4m1.0%
Signal Advisors Wealth, LLC74,018$4.3m0.2%
TAGStone Capital, Inc.70,411$4.1m1.3%
D.A. DAVIDSON & CO.52,086$3.0m0.0%
JONES FINANCIAL COMPANIES LLLP47,403$2.7m0.0%
Steward Partners Investment Advisory, LLC41,861$2.4m0.0%
OneAscent Financial Services LLC40,898$2.4m0.1%
CITADEL ADVISORS LLC37,302$2.2m0.0%
CIBC WORLD MARKET INC.37,195$2.1m0.0%
INTEGRITY ALLIANCE, LLC.37,166$2.1m0.1%
Security National Bank36,762$2.1m0.3%
Sanctuary Advisors, LLC33,550$1.9m0.0%
WJ Wealth Management, LLC32,745$1.9m0.7%
Quadrature Capital Ltd31,489$1.8m0.0%
RAYMOND JAMES FINANCIAL INC31,057$1.8m0.0%
Kestra Advisory Services, LLC27,999$1.6m0.0%
BEARING POINT CAPITAL, LLC26,261$1.5m0.2%
Corient Private Wealth LP25,490$1.5m0.0%
ENVESTNET ASSET MANAGEMENT INC25,467$1.5m0.0%
Maridea Wealth Management LLC24,686$1.4m0.2%
Eldridge Investment Advisors, Inc.23,693$1.4m0.3%

Every holder, line by line, and the full history since 2013: yf.Client().holders("OPPJ"). OPPJ price history · All 13F data

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