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
Q2 		$875K Sell
15,834
-110
-0.7% -$6.24K ﹤0.01% 1968
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 $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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Jones Financial Companies's OPPE Position: Q2 2026 in Review

Jones Financial Companies reduced its WisdomTree European Opportunities Fund (OPPE) stake by 0.69% in Q2 2026, selling an estimated $6.24K and leaving 15,834 shares worth $875K. The position accounts for ﹤0.01% of the portfolio, ranked #1968.

Jones Financial Companies first reported a position in OPPE in Q2 2024 and has held it in 9 quarters since. 58 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • Jones Financial Companies held 15,834 shares of WisdomTree European Opportunities Fund worth $875K as of Q2 2026.
  • Jones Financial Companies sold 110 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $6.24K.
  • WisdomTree European Opportunities Fund made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1968 holding.
  • Jones Financial Companies first reported a position in WisdomTree European Opportunities Fund in Q2 2024 and has held it in 9 quarters since.
  • 58 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.