OPPJ
WisdomTree Japan Opportunities Fund·NASDAQ
--
--(--)
--
--(--)
Key Stats
Assets Under Management
165.62MUSD
Fund Flows (1Y)
37.92MUSD
Dividend Yield
1.50%
Discount/Premium to NAV
0.52%
Shares Outstanding
3.10M
Expense Ratio
0.58%
About WisdomTree Japan Opportunities Fund
Issuer
WisdomTree Asset Management
Brand
WisdomTree
Inception Date
--
Structure
Open-Ended Fund
Index Tracked
WisdomTree Japan Hedged SmallCap Equity Index
Management Style
Passive
Dividend Treatment
Distributes
Distribution Tax Treatment
Qualified dividends
Income Tax Type
Capital Gains
Max ST Capital Gains Rate
39.60%
Max LT Capital Gains Rate
20.00%
Primary Advisor
WisdomTree Asset Management, Inc.
Distributor
Foreside Fund Services LLC
OPPJ is the first currency-hedged product to target Japanese small-caps. The fund selects and weights its constituents based on dividends paid, and then hedges its exposure to the JPY, thereby taking the fluctuations between the JPY and USD out of the equation. In employing this hedging strategy, the index sells JPY forward contracts on a monthly basis. In essence, OPPJ is simply a currency-hedged version of WisdomTree's DFJ, a dividend-focused fund of small-cap Japanese equities. By neutralizing its exposure to the JPY relative to the USD, investors can expect a purer exposure to Japanese small-caps. The index rebalances annually so that no individual security has a weight greater than 5% and each sector has a maximum weight of 25%.
Classification
Asset Class
Equity
Category
Size and Style
Focus
Total Market
Niche
Broad-based
Strategy
Fundamental
Geography
--
Weighting Scheme
Fundamental
Selection Criteria
Fundamental
Analysis
Sector
Industrials
62.77%
Consumer Cyclical
9.28%
Financial Services
8.90%
Technology
7.73%
Consumer Defensive
3.44%
Basic Materials
3.00%
Communication Services
2.53%
Healthcare
1.06%
Real Estate
0.96%
Industrials
62.77%
Consumer Cyclical
9.28%
Financial Services
8.90%
Technology
7.73%
Consumer Defensive
3.44%
Basic Materials
3.00%
Communication Services
2.53%
Healthcare
1.06%
Real Estate
0.96%
Show more
Asset
Holdings
No data available
Related Funds
Seasonals
Volume Profile
Trade Flow Insight
Community Forum
Loading...
Related News
No articles available
You can ask Aime
No Data
