AWM
OPPE

AE Wealth Management’s WisdomTree European Opportunities Fund OPPE Stock Holding History

AE Wealth Management’s Portfolio OPPE Stock Details OPPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$64.6K Buy
1,158
+24
+2% +$1.36K ﹤0.01% 2031
2026
Q1 		$60.9K Buy
1,134
+2
+0.2% +$108 ﹤0.01% 1920
2025
Q4 		$58.1K Buy
1,132
+3
+0.3% +$149 ﹤0.01% 1828
2025
Q3 		$55.2K Buy
1,129
+3
+0.3% +$143 ﹤0.01% 1697
2025
Q2 		$52.4K Buy
1,126
+29
+3% +$1.28K ﹤0.01% 1597
2025
Q1 		$46.4K Buy
1,097
+1
+0.1% +$41 ﹤0.01% 1601
2024
Q4 		$41.9K Buy
+1,096
New +$42K ﹤0.01% 1586

Other funds holding OPPE

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

AE Wealth Management's OPPE Position: Q2 2026 in Review

AE Wealth Management increased its WisdomTree European Opportunities Fund (OPPE) stake by 2.1% in Q2 2026, buying an estimated $1.36K and bringing the position to 1,158 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2031.

AE Wealth Management first reported a position in OPPE in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • AE Wealth Management held 1,158 shares of WisdomTree European Opportunities Fund worth $64.6K as of Q2 2026.
  • AE Wealth Management bought 24 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $1.36K.
  • WisdomTree European Opportunities Fund made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2031 holding.
  • AE Wealth Management first reported a position in WisdomTree European Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • 58 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.