Jones Financial Companies
OPPE

Jones Financial Companies’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Jones Financial Companies’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 		$826K Buy
15,944
+4,657
+41% +$250K ﹤0.01% 1801
2025
Q4 		$580K Buy
11,287
+2,055
+22% +$102K ﹤0.01% 1448
2025
Q3 		$450K Buy
9,232
+650
+8% +$31K ﹤0.01% 1440
2025
Q2 		$399K Buy
8,582
+5,026
+141% +$222K ﹤0.01% 1367
2025
Q1 		$152K Buy
3,556
+900
+34% +$37K ﹤0.01% 1602
2024
Q4 		$102K Buy
2,656
+1,381
+108% +$52.9K ﹤0.01% 1622
2024
Q3 		$50K Buy
1,275
+275
+28% +$10.5K ﹤0.01% 1634
2024
Q2 		$37.7K Buy
+1,000
New +$39.2K ﹤0.01% 1353

Other funds holding OPPE

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 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 $149M AUM 19.3% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
GWMR
GC Wealth Management RIA Cambridge, Massachusetts $2.42B AUM 11% 1-Year Est. Return
WMG
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
DADC
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