Berkeley Inc’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Berkeley Inc’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 Q1	$426K	Sell	7,923 -6,064	-43%	-$326K	0.14%	62
2025 Q4	$718K	Sell	13,987 -769	-5%	-$38.3K	0.23%	52
2025 Q3	$721K	Sell	14,756 -36,584	-71%	-$1.75M	0.23%	50
2025 Q2	$2.39M	Buy	51,340 +405	+0.8%	+$17.9K	0.86%	35
2025 Q1	$2.16M	Buy	50,935 +14,214	+39%	+$584K	1.01%	27
2024 Q4	$1.4M	Sell	36,721 -22,235	-38%	-$851K	0.73%	30
2024 Q3	$2.3M	Buy	58,956 +29,994	+104%	+$1.14M	0.67%	33
2024 Q2	$1.09M	Buy	28,962 +1,228	+4%	+$48.2K	0.68%	30
2024 Q1	$1.07M	Buy	27,734 +1,303	+5%	+$47.5K	0.65%	33
2023 Q4	$952K	Buy	26,431 +13,807	+109%	+$467K	0.6%	36
2023 Q3	$417K	Buy	+12,624	New	+$427K	0.28%	57

Other funds holding OPPE

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Berkeley Inc's OPPE Position: Q1 2026 in Review

Berkeley Inc reduced its WisdomTree European Opportunities Fund (OPPE) stake by 43% in Q1 2026, selling an estimated $326K and leaving 7,923 shares worth $426K. The position accounts for 0.14% of the portfolio, ranked #62.

Berkeley Inc first reported a position in OPPE in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.39M in Q2 2025. 53 funds tracked by Wall St. Rank hold OPPE as of Q1 2026.

Berkeley Inc held 7,923 shares of WisdomTree European Opportunities Fund worth $426K as of Q1 2026.
Berkeley Inc sold 6,064 WisdomTree European Opportunities Fund shares in Q1 2026, an estimated $326K.
WisdomTree European Opportunities Fund made up 0.14% of Berkeley Inc's portfolio in Q1 2026, its #62 holding.
Berkeley Inc first reported a position in WisdomTree European Opportunities Fund in Q3 2023 and has held it in 11 quarters since.
Berkeley Inc's WisdomTree European Opportunities Fund position peaked at $2.39M in Q2 2025.
53 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.