CSP
OPPE

Cary Street Partners’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Cary Street Partners’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 		$718K Sell
12,872
-198
-2% -$11.2K 0.02% 575
2026
Q1 		$702K Hold
13,070
– – 0.02% 512
2025
Q4 		$671K Sell
13,070
-272
-2% -$13.5K 0.02% 525
2025
Q3 		$652K Hold
13,342
– – 0.02% 516
2025
Q2 		$621K Hold
13,342
– – 0.02% 508
2025
Q1 		$565K Sell
13,342
-1,984
-13% -$81.5K 0.02% 505
2024
Q4 		$586K Buy
+15,326
New +$587K 0.02% 483

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

Cary Street Partners's OPPE Position: Q2 2026 in Review

Cary Street Partners reduced its WisdomTree European Opportunities Fund (OPPE) stake by 1.5% in Q2 2026, selling an estimated $11.2K and leaving 12,872 shares worth $718K. The position accounts for 0.02% of the portfolio, ranked #575.

Cary Street Partners 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.

  • Cary Street Partners held 12,872 shares of WisdomTree European Opportunities Fund worth $718K as of Q2 2026.
  • Cary Street Partners sold 198 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $11.2K.
  • WisdomTree European Opportunities Fund made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #575 holding.
  • Cary Street Partners 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 Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.