Cathy Pareto & Associates’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Cathy Pareto & Associates’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	$8.01M	Buy	149,062 +13,909	+10%	+$748K	5.37%	3
2025 Q4	$6.94M	Buy	135,153 +15,401	+13%	+$766K	4.82%	3
2025 Q3	$5.85M	Buy	119,752 +32,579	+37%	+$1.55M	4.42%	5
2025 Q2	$4.06M	Buy	87,173 +1,944	+2%	+$86K	3.35%	11
2025 Q1	$3.61M	Buy	85,229 +1,576	+2%	+$64.7K	3.19%	12
2024 Q4	$3.2M	Buy	+83,653	New	+$3.2M	2.94%	12

Other funds holding OPPE

LPL Financial San Diego, California $376B 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

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $2.42B AUM 11% 1-Year Est. Return

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

Corient Private Wealth

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

Sowell Financial Services North Little Rock, Arkansas $2.7B AUM 22.62% 1-Year Est. Return