CPA
OPPE

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
Q2 		$9.09M Buy
162,891
+13,829
+9% +$785K 5.33% 3
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
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
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
IAS
Insigneo Advisory Services Miami, Florida $2.67B AUM 40.6% 1-Year Est. Return

Cathy Pareto & Associates's OPPE Position: Q2 2026 in Review

Cathy Pareto & Associates increased its WisdomTree European Opportunities Fund (OPPE) stake by 9.3% in Q2 2026, buying an estimated $785K and bringing the position to 162,891 shares worth $9.09M. The position accounts for 5.33% of the portfolio, ranked #3.

Cathy Pareto & Associates 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.

  • Cathy Pareto & Associates held 162,891 shares of WisdomTree European Opportunities Fund worth $9.09M as of Q2 2026.
  • Cathy Pareto & Associates bought 13,829 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $785K.
  • WisdomTree European Opportunities Fund made up 5.33% of Cathy Pareto & Associates's portfolio in Q2 2026, its #3 holding.
  • Cathy Pareto & Associates 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 Cathy Pareto & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.