Wj Interests, LLC Top Holdings and 13F Report (2024) → The 2024 Gold Rush: Unleashing Market Potential (From Priority Gold) (Ad) About Wj Interests, LLCInvestment ActivityWj Interests, LLC has $189.52 million in total holdings as of March 31, 2024.Wj Interests, LLC owns shares of 12 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 14.80% of the portfolio was purchased this quarter.About 3.15% of the portfolio was sold this quarter.This quarter, Wj Interests, LLC has purchased 12 new stocks and bought additional shares in 6 stocks.Wj Interests, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings WisdomTree U.S. Efficient Core Fund $36,899,649Vanguard Total World Stock ETF $30,932,682TIDAL TR II $27,145,282WisdomTree International Efficient Core Fund $26,063,382Avantis Emerging Markets Equity ETF $15,170,798 Largest Purchases this Quarter TIDAL TR II 884,401 shares (about $19.84M)Simplify Short Term Treasury Futures Strategy ETF 237,712 shares (about $5.20M)WisdomTree U.S. Efficient Core Fund 23,287 shares (about $983.41K)WisdomTree International Efficient Core Fund 24,969 shares (about $925.35K)Avantis Emerging Markets Equity ETF 10,461 shares (about $606.32K) Largest Sales this Quarter Strategy Shares Newfound/ReSolve Robust Momentum ETF 165,320 shares (about $4.78M)Simplify Intermediate Term Treasury Futures Strategy ETF 43,912 shares (about $586.23K)PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 2,999 shares (about $301.52K)Vanguard Total World Stock ETF 1,716 shares (about $189.62K)Avantis U.S. Small Cap Value ETF 1,230 shares (about $115.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWj Interests, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNTSXWisdomTree U.S. Efficient Core Fund$36,899,649$983,410 ▲2.7%873,77819.5%FinanceVTVanguard Total World Stock ETF$30,932,682$189,618 ▼-0.6%279,93416.3%ETFTIDAL TR II$27,145,282$19,839,411 ▲271.6%1,210,08214.3%RET STCKD GL STKNTSIWisdomTree International Efficient Core Fund$26,063,382$925,352 ▲3.7%703,27513.8%FinanceAVEMAvantis Emerging Markets Equity ETF$15,170,798$606,320 ▲4.2%261,7468.0%ETFROMOStrategy Shares Newfound/ReSolve Robust Momentum ETF$12,982,092$4,779,401 ▼-26.9%449,0526.8%ManufacturingAVLVAvantis US Large Cap Value ETF$12,163,113$501,034 ▲4.3%189,2806.4%ETFAVUVAvantis U.S. Small Cap Value ETF$10,509,677$115,263 ▼-1.1%112,1515.5%ETFTYASimplify Intermediate Term Treasury Futures Strategy ETF$8,767,786$586,225 ▼-6.3%656,7634.6%ETFTUASimplify Short Term Treasury Futures Strategy ETF$6,354,950$5,198,769 ▲449.7%290,5783.4%ETFMINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund$2,114,533$301,516 ▼-12.5%21,0321.1%ETFMSFTMicrosoft$419,4580.0%9970.2%Computer and Technology More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.