BI
OPPE

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
Q2 		$445K Buy
7,978
+55
+0.7% +$3.12K 0.14% 62
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
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

Berkeley Inc's OPPE Position: Q2 2026 in Review

Berkeley Inc increased its WisdomTree European Opportunities Fund (OPPE) stake by 0.69% in Q2 2026, buying an estimated $3.12K and bringing the position to 7,978 shares worth $445K. 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 12 quarters since. The position peaked at $2.39M in Q2 2025. 58 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • Berkeley Inc held 7,978 shares of WisdomTree European Opportunities Fund worth $445K as of Q2 2026.
  • Berkeley Inc bought 55 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $3.12K.
  • WisdomTree European Opportunities Fund made up 0.14% of Berkeley Inc's portfolio in Q2 2026, its #62 holding.
  • Berkeley Inc first reported a position in WisdomTree European Opportunities Fund in Q3 2023 and has held it in 12 quarters since.
  • Berkeley Inc's WisdomTree European Opportunities Fund position peaked at $2.39M in Q2 2025.
  • 58 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.