D.A. Davidson & Co’s WisdomTree European Opportunities Fund OPPE Stock Holding History

D.A. Davidson & Co’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	$2.27M	Buy	42,238 +11,569	+38%	+$622K	0.01%	663
2025 Q4	$1.58M	Buy	30,669 +2,832	+10%	+$141K	0.01%	745
2025 Q3	$1.36M	Buy	+27,837	New	+$1.33M	0.01%	767

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

Cathy Pareto & Associates Coral Gables, Florida $149M AUM 19.3% 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

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