Envestnet Asset Management’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Envestnet Asset Management’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	$450K	Buy	8,070 +3,268	+68%	+$186K	﹤0.01%	4155
2026 Q1	$258K	Buy	+4,802	New	+$258K	﹤0.01%	4366
2018 Q3	–	Sell	-275	Closed	-$8K	–	1662
2018 Q2	$8K	Hold	275	–	–	﹤0.01%	2578
2018 Q1	$8K	Hold	275	–	–	﹤0.01%	2534
2017 Q4	$9K	Hold	275	–	–	﹤0.01%	2650
2017 Q3	$8K	Hold	275	–	–	﹤0.01%	2635
2017 Q2	$8K	Buy	275 +90	+49%	+$2.67K	﹤0.01%	2746
2017 Q1	$5K	Hold	185	–	–	﹤0.01%	2896
2016 Q4	$5K	Buy	+185	New	+$4.57K	﹤0.01%	2873
2016 Q1	–	Sell	-43,032	Closed	-$1.06M	–	3101
2015 Q4	$1.06M	Buy	+43,032	New	+$1.07M	﹤0.01%	1257

Other funds holding OPPE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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 Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Envestnet Asset Management's OPPE Position: Q2 2026 in Review

Envestnet Asset Management increased its WisdomTree European Opportunities Fund (OPPE) stake by 68% in Q2 2026, buying an estimated $186K and bringing the position to 8,070 shares worth $450K. The position accounts for ﹤0.01% of the portfolio, ranked #4155.

Envestnet Asset Management first reported a position in OPPE in Q4 2015 and has held it in 10 quarters since. The position peaked at $1.06M in Q4 2015. 58 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

Envestnet Asset Management held 8,070 shares of WisdomTree European Opportunities Fund worth $450K as of Q2 2026.
Envestnet Asset Management bought 3,268 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $186K.
WisdomTree European Opportunities Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4155 holding.
Envestnet Asset Management first reported a position in WisdomTree European Opportunities Fund in Q4 2015 and has held it in 10 quarters since.
Envestnet Asset Management's WisdomTree European Opportunities Fund position peaked at $1.06M in Q4 2015.
58 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.