Who Owns WISDOMTREE TR (OPPJ)? -- Institutional Holders (2026-06-30)
32 institutions reported holding $41.7M of WISDOMTREE TR (OPPJ) in SEC 13F filings for 2026-06-30. Largest institutional holders: Berkeley, Inc ($13.1M), CHANNEL WEALTH LLC ($4.4M), Signal Advisors Wealth, LLC ($4.3M), D.A. DAVIDSON & CO. ($3.0M), INTEGRITY ALLIANCE, LLC. ($2.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Berkeley, Inc | $13.1M | 227,790 | Added |
| 2 | CHANNEL WEALTH LLC | $4.4M | 75,888 | Trimmed |
| 3 | Signal Advisors Wealth, LLC | $4.3M | 74,018 | Added |
| 4 | D.A. DAVIDSON & CO. | $3.0M | 52,086 | Trimmed |
| 5 | INTEGRITY ALLIANCE, LLC. | $2.1M | 37,166 | Added |
| 6 | Security National Bank | $2.1M | 36,762 | Added |
| 7 | WJ Wealth Management, LLC | $1.9M | 32,745 | Added |
| 8 | Kestra Advisory Services, LLC | $1.6M | 27,999 | Added |
| 9 | ENVESTNET ASSET MANAGEMENT INC | $1.5M | 25,467 | Trimmed |
| 10 | E&G Advisors, LP | $1.3M | 22,865 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $1.2M | 21,050 | Added |
| 12 | Prospera Financial Services Inc | $1.1M | 19,824 | New |
| 13 | KPP Advisory Services LLC | $1.1M | 19,018 | New |
| 14 | Spire Wealth Management | $777,147 | 13,476 | Added |
| 15 | Spinnaker Investment Group, LLC | $748,728 | 12,984 | New |
| 16 | SFG Wealth Management, LLC. | $427,062 | 7,406 | New |
| 17 | PFG Investments, LLC | $266,977 | 4,630 | Trimmed |
| 18 | Belpointe Asset Management LLC | $213,650 | 3,705 | New |
| 19 | Alteri Wealth LLC | $201,425 | 3,493 | New |
| 20 | Farther Finance Advisors, LLC | $103,260 | 1,791 | Added |
| 21 | AdvisorNet Financial, Inc | $102,990 | 1,786 | Hold |
| 22 | Main Street Group, LTD | $30,652 | 532 | Hold |
| 23 | SBI Securities Co., Ltd. | $19,952 | 346 | Trimmed |
| 24 | PRIVATE TRUST CO NA | $14,070 | 244 | Trimmed |
| 25 | Grove Bank & Trust | $11,533 | 200 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30