Kestra Advisory Services’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Kestra Advisory Services’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 Q3	$752K	Buy	13,062 +4,647	+55%	+$274K	﹤0.01%	2163
2026 Q2	$470K	Buy	8,415 +2,673	+47%	+$152K	﹤0.01%	2391
2026 Q1	$308K	Buy	5,742 +4,253	+286%	+$229K	﹤0.01%	2597
2025 Q4	$76.5K	Buy	+1,489	New	+$74.1K	﹤0.01%	3636

Other funds holding OPPE

Cathy Pareto & Associates Coral Gables, Florida $175M AUM 17.3% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return

Avestar Capital New York $1.27B AUM 25.49% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

SFG Wealth Management Towson, Maryland $281M AUM 19.71% 1-Year Est. Return

Kestra Advisory Services's OPPE Position: Q3 2026 in Review

Kestra Advisory Services increased its WisdomTree European Opportunities Fund (OPPE) stake by 55% in Q3 2026, buying an estimated $274K and bringing the position to 13,062 shares worth $752K. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Kestra Advisory Services first reported a position in OPPE in Q4 2025 and has held it in 4 quarters since. 16 funds tracked by Wall St. Rank hold OPPE as of Q3 2026.

Kestra Advisory Services held 13,062 shares of WisdomTree European Opportunities Fund worth $752K as of Q3 2026.
Kestra Advisory Services bought 4,647 WisdomTree European Opportunities Fund shares in Q3 2026, an estimated $274K.
WisdomTree European Opportunities Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2163 holding.
Kestra Advisory Services first reported a position in WisdomTree European Opportunities Fund in Q4 2025 and has held it in 4 quarters since.
16 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.