KAS
OPPE

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
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

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
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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
EGA
E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Kestra Advisory Services's OPPE Position: Q2 2026 in Review

Kestra Advisory Services increased its WisdomTree European Opportunities Fund (OPPE) stake by 47% in Q2 2026, buying an estimated $152K and bringing the position to 8,415 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #2391.

Kestra Advisory Services first reported a position in OPPE in Q4 2025 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • Kestra Advisory Services held 8,415 shares of WisdomTree European Opportunities Fund worth $470K as of Q2 2026.
  • Kestra Advisory Services bought 2,673 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $152K.
  • WisdomTree European Opportunities Fund made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2391 holding.
  • Kestra Advisory Services first reported a position in WisdomTree European Opportunities Fund in Q4 2025 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.