WisdomTree Trust - OPPJ

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$121.9M
QoQ value delta ($000)
+$3.13M (+2.64%)
Implied price effect (QoQ)
+0.65%
Shares
Total shares
2,101,126
QoQ shares delta
+40,571 (+1.97%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 17 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
MORGAN STANLEY 19,949 345,945 0.0%
LPL Financial LLC 17,683 306,663 0.0%
Berkeley, Inc 14,010 235,824 4.32%
Signal Advisors Wealth, LLC 6,170 103,865 0.27%
BANK OF AMERICA CORP /DE/ 4,430 76,832 0.0%
CHANNEL WEALTH LLC 4,376 75,888 0.98%
TAGStone Capital, Inc. 4,060 70,411 1.29%
D.A. DAVIDSON & CO. 3,003 52,086 0.02%
Security National Bank 2,735 46,048 0.32%
JONES FINANCIAL COMPANIES LLLP 2,727 47,403 0.0%
Steward Partners Investment Advisory, LLC 2,413 41,861 0.01%
OneAscent Financial Services LLC 2,358 40,898 0.11%
CITADEL ADVISORS LLC 2,151 37,302 0.0%
CIBC WORLD MARKET INC. 2,144 37,195 0.0%
INTEGRITY ALLIANCE, LLC. 2,143 37,166 0.07%
Sanctuary Advisors, LLC 1,934 33,550 0.01%
WJ Wealth Management, LLC 1,888 32,745 0.75%
Quadrature Capital Ltd 1,815 31,489 0.02%
RAYMOND JAMES FINANCIAL INC 1,790 31,057 0.0%
Kestra Advisory Services, LLC 1,614 27,999 0.01%
E&G Advisors, LLC 1,569 26,423 0.3%
BEARING POINT CAPITAL, LLC 1,514 26,261 0.2%
Corient Private Wealth LP 1,469 25,490 0.0%
ENVESTNET ASSET MANAGEMENT INC 1,468 25,467 0.0%
Maridea Wealth Management LLC 1,423 24,686 0.15%