Corient Private Wealth
OPPE

Corient Private Wealth’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Corient Private Wealth’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 		$2.33M Buy
41,678
+724
+2% +$41.1K ﹤0.01% 1300
2026
Q1 		$2.2M Sell
40,954
-25
-0.1% -$1.34K ﹤0.01% 1216
2025
Q4 		$2.1M Buy
40,979
+143
+0.4% +$7.11K ﹤0.01% 1127
2025
Q3 		$2M Buy
40,836
+22
+0.1% +$1.05K ﹤0.01% 1062
2025
Q2 		$1.9M Buy
40,814
+2,050
+5% +$90.7K ﹤0.01% 1060
2025
Q1 		$1.64M Sell
38,764
-1,178
-3% -$48.4K ﹤0.01% 1052
2024
Q4 		$1.53M Hold
39,942
– – ﹤0.01% 1115
2024
Q3 		$1.56M Sell
39,942
-337
-0.8% -$12.8K ﹤0.01% 1208
2024
Q2 		$1.52M Sell
40,279
-350
-0.9% -$13.7K ﹤0.01% 1156
2024
Q1 		$1.56M Sell
40,629
-2,038
-5% -$74.3K ﹤0.01% 1149
2023
Q4 		$1.54M Buy
42,667
+75
+0.2% +$2.54K ﹤0.01% 1119
2023
Q3 		$1.41M Buy
+42,592
New +$1.44M ﹤0.01% 1058

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
IAS
Insigneo Advisory Services Miami, Florida $2.67B AUM 40.6% 1-Year Est. Return

Corient Private Wealth's OPPE Position: Q2 2026 in Review

Corient Private Wealth increased its WisdomTree European Opportunities Fund (OPPE) stake by 1.8% in Q2 2026, buying an estimated $41.1K and bringing the position to 41,678 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #1300.

Corient Private Wealth first reported a position in OPPE in Q3 2023 and has held it in 12 quarters since. 58 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • Corient Private Wealth held 41,678 shares of WisdomTree European Opportunities Fund worth $2.33M as of Q2 2026.
  • Corient Private Wealth bought 724 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $41.1K.
  • WisdomTree European Opportunities Fund made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1300 holding.
  • Corient Private Wealth first reported a position in WisdomTree European Opportunities Fund in Q3 2023 and has held it in 12 quarters since.
  • 58 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.