OPPJ — WISDOMTREE TR
As of Q2 2026, 8 SEC-registered investment managers reported holding OPPJ (WISDOMTREE TR) in their latest 13F filings, with a combined reported value of $26.83M across 465.27K shares. That is +196.1% by share count (+308.14K shares) versus the previous quarter, while reported value moved +214.1%. Ownership is concentrated: the five largest holders account for 99.9% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 3 opened new positions, 4 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 8 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 345.94K | $19.95M | 0.00% | Add |
| Bank of America Corp history | 76.83K | $4.43M | 0.00% | Add |
| Citadel Advisors history | 37.30K | $2.15M | 0.00% | Add |
| Marshall Wace history | 3.54K | $203.86K | 0.00% | New |
| Fidelity Management & Research (FMR) history | 1.18K | $67.97K | 0.00% | Add |
| UBS Group AG history | 422 | $24.34K | 0.00% | New |
| JPMorgan Chase & Co history | 54 | $3.10K | 0.00% | New |
| Wells Fargo & Co history | 1 | $59 | 0.00% | Hold |
Q1 2026 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 89.80K | $4.88M | 0.00% | Add |
| Citadel Advisors history | 34.44K | $1.87M | 0.00% | Add |
| Bank of America Corp history | 32.77K | $1.78M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 115 | $6.23K | 0.00% | Reduce |
| Wells Fargo & Co history | 1 | $35 | 0.00% | Hold |
Q4 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 84.39K | $3.92M | 0.00% | Add |
| Bank of America Corp history | 36.95K | $1.71M | 0.00% | Reduce |
| Citadel Advisors history | 30.23K | $1.40M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 145 | $6.74K | 0.00% | Add |
| Wells Fargo & Co history | 1 | $24 | 0.00% | Reduce |
Q3 2025 — 5 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 85.48K | $3.56M | 0.00% | Reduce |
| Morgan Stanley history | 64.79K | $2.70M | 0.00% | Add |
| UBS Group AG history | 1.75K | $72.98K | 0.00% | New |
| Wells Fargo & Co history | 539 | $22.43K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 32 | $1.34K | 0.00% | Reduce |
Q2 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 172.06K | $6.29M | 0.00% | Add |
| Morgan Stanley history | 54.36K | $1.99M | 0.00% | Reduce |
| Morgan Stanley history | 54.36K | $1.99M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 97 | $3.56K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 97 | $3.56K | 0.00% | Add |
| Wells Fargo & Co history | 1 | $25 | 0.00% | Hold |
Q1 2025 — 6 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 155.05K | $5.43M | 0.00% | Add |
| Morgan Stanley history | 103.70K | $3.63M | 0.00% | Reduce |
| Morgan Stanley history | 103.70K | $3.63M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 36 | $1.25K | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 36 | $1.25K | 0.00% | Add |
| Wells Fargo & Co history | 1 | $28 | 0.00% | Hold |
New Positions (Q2 2026)
- Marshall Wace 3.54K sh · $203.86K
- UBS Group AG 422 sh · $24.34K
- JPMorgan Chase & Co 54 sh · $3.10K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 9 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 345.94K | 89.80K | 84.39K | 64.79K | 54.36K | 103.70K | 105.32K | 106.32K | 184.39K | 169.37K | 117.97K | 123.66K | 50.17K | 28.84K | 27.81K | 19.64K | 20.14K | 24.15K | 30.17K | 21.25K |
| Bank of America Corp | 76.83K | 32.77K | 36.95K | 85.48K | 172.06K | 155.05K | 79.63K | 78.31K | 36.98K | 35.50K | 39.50K | 61.25K | 21.37K | 17.71K | 38.73K | 42.01K | 21.36K | 20.77K | 19.73K | 19.30K |
| Citadel Advisors | 37.30K | 34.44K | 30.23K | — | — | — | — | 22.31K | — | 53.33K | 24.88K | — | 51.50K | 12.59K | 26.81K | 20.64K | 28.22K | 30.48K | 33.35K | 16.35K |
| Marshall Wace | 3.54K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 1.18K | 115 | 145 | 32 | 97 | 36 | 4 | 1 | 1 | — | 3 | — | 2 | 1 | 1 | — | 1 | — | 8 | 1 |
| UBS Group AG | 422 | — | — | 1.75K | — | — | 28.73K | 4.43K | 63.93K | 55.65K | 43.01K | 37.27K | — | — | 450 | 1.52K | 1.53K | 1.38K | 19.73K | 13.20K |
| JPMorgan Chase & Co | 54 | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 1.00K |
| Wells Fargo & Co | 1 | 1 | 1 | 539 | 1 | 1 | 1 | 1 | 205 | 1.20K | 993 | 2.46K | 1.43K | 1.73K | 2.03K | 2.03K | 2.10K | 2.10K | 2.10K | 2.10K |
| PNC Financial Services | — | — | — | — | — | — | — | — | 7.65K | 7.65K | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details