Who Owns WISDOMTREE TR (OPPJ)? -- Institutional Holders (2026-03-31)
66 institutions reported holding $106.1M of WISDOMTREE TR (OPPJ) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($15.4M), Berkeley, Inc ($12.1M), Horizon Wealth Management, LLC ($11.4M), JANE STREET GROUP, LLC ($6.4M), CHANNEL WEALTH LLC ($5.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $15.4M | 282,461 | Added |
| 2 | Berkeley, Inc | $12.1M | 222,848 | Trimmed |
| 3 | Horizon Wealth Management, LLC | $11.4M | 209,990 | New |
| 4 | JANE STREET GROUP, LLC | $6.4M | 118,594 | Added |
| 5 | CHANNEL WEALTH LLC | $5.6M | 102,416 | Added |
| 6 | MORGAN STANLEY | $4.9M | 89,798 | Added |
| 7 | Quadrature Capital Ltd | $3.8M | 70,377 | New |
| 8 | TAGStone Capital, Inc. | $3.8M | 69,663 | Added |
| 9 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.8M | 69,152 | Added |
| 10 | Signal Advisors Wealth, LLC | $3.6M | 65,393 | Added |
| 11 | D.A. DAVIDSON & CO. | $3.5M | 65,230 | Added |
| 12 | Private Advisor Group, LLC | $2.5M | 46,458 | New |
| 13 | Steward Partners Investment Advisory, LLC | $2.2M | 40,095 | Trimmed |
| 14 | INTEGRITY ALLIANCE, LLC. | $2.0M | 36,159 | New |
| 15 | CITADEL ADVISORS LLC | $1.9M | 34,443 | Added |
| 16 | Sanctuary Advisors, LLC | $1.8M | 33,434 | New |
| 17 | BANK OF AMERICA CORP /DE/ | $1.8M | 32,769 | Trimmed |
| 18 | WJ Wealth Management, LLC | $1.8M | 32,710 | New |
| 19 | JONES FINANCIAL COMPANIES LLLP | $1.7M | 31,337 | Added |
| 20 | Corient Private Wealth LLC | $1.4M | 25,647 | Trimmed |
| 21 | ENVESTNET ASSET MANAGEMENT INC | $1.4M | 25,531 | Added |
| 22 | BEARING POINT CAPITAL, LLC | $1.4M | 25,161 | Added |
| 23 | Eldridge Investment Advisors, Inc. | $1.3M | 23,777 | Trimmed |
| 24 | Maridea Wealth Management LLC | $1.2M | 22,296 | Trimmed |
| 25 | STIFEL FINANCIAL CORP | $1.1M | 20,004 | New |
Source: SEC Form 13F filings · as of 2026-03-31