LPL Financial
OPPE icon

LPL Financial’s WisdomTree European Opportunities Fund OPPE Stock Holding History

LPL Financial’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 		$22.9M Buy
397,970
+29,300
+8% +$1.73M ﹤0.01% 1523
2026
Q2 		$20.6M Buy
368,670
+21,676
+6% +$1.23M ﹤0.01% 1550
2026
Q1 		$18.6M Buy
346,994
+93,517
+37% +$5.03M ﹤0.01% 1515
2025
Q4 		$13M Buy
253,477
+65,601
+35% +$3.26M ﹤0.01% 1714
2025
Q3 		$9.18M Buy
187,876
+172,197
+1,098% +$8.22M ﹤0.01% 1954
2025
Q2 		$730K Buy
+15,679
New +$694K ﹤0.01% 4036
2020
Q1 		– Sell
-9,505
Closed -$312K – 3280
2019
Q4 		$312K Sell
9,505
-405
-4% -$12.9K ﹤0.01% 2745
2019
Q3 		$301K Sell
9,910
-1,497
-13% -$44.7K ﹤0.01% 2676
2019
Q2 		$344K Buy
11,407
+652
+6% +$19.9K ﹤0.01% 2584
2019
Q1 		$324K Sell
10,755
-248
-2% -$7.2K ﹤0.01% 2568
2018
Q4 		$291K Sell
11,003
-1,149
-9% -$32.1K ﹤0.01% 2490
2018
Q3 		$368K Hold
12,152
– – ﹤0.01% 2488
2018
Q2 		$365K Buy
12,152
+595
+5% +$18.7K ﹤0.01% 2467
2018
Q1 		$355K Buy
11,557
+893
+8% +$28.1K ﹤0.01% 2463
2017
Q4 		$332K Sell
10,664
-14,922
-58% -$462K ﹤0.01% 2398
2017
Q3 		$786K Sell
25,586
-2,211
-8% -$66K ﹤0.01% 1611
2017
Q2 		$819K Buy
27,797
+16,455
+145% +$489K ﹤0.01% 1510
2017
Q1 		$321K Buy
11,342
+882
+8% +$23.7K ﹤0.01% 2146
2016
Q4 		$276K Sell
10,460
-1,338
-11% -$33.1K ﹤0.01% 2238
2016
Q3 		$288K Sell
11,798
-5,913
-33% -$143K ﹤0.01% 2152
2016
Q2 		$393K Sell
17,711
-17,081
-49% -$410K ﹤0.01% 1869
2016
Q1 		$810K Sell
34,792
-26,459
-43% -$607K ﹤0.01% 1824
2015
Q4 		$1.49M Buy
61,251
+31,831
+108% +$794K ﹤0.01% 1371
2015
Q3 		$717K Sell
29,420
-7,814
-21% -$195K ﹤0.01% 1497
2015
Q2 		$920K Buy
37,234
+16,473
+79% +$434K ﹤0.01% 1438
2015
Q1 		$543K Buy
+20,761
New +$535K ﹤0.01% 1797

Other funds holding OPPE

Cathy Pareto & Associates
Cathy Pareto & Associates Coral Gables, Florida $175M AUM 17.3% 1-Year Est. Return
WESCAP Management Group
WESCAP Management Group Glendale, California $531M AUM 12.83% 1-Year Est. Return
Spinnaker Investment Group
Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
GC Wealth Management RIA
GC Wealth Management RIA Cambridge, Massachusetts $2.08B AUM 16.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Avestar Capital
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
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return
Sowell Financial Services
Sowell Financial Services North Little Rock, Arkansas $3.12B AUM 22.73% 1-Year Est. Return

LPL Financial's OPPE Position: Q3 2026 in Review

LPL Financial increased its WisdomTree European Opportunities Fund (OPPE) stake by 7.9% in Q3 2026, buying an estimated $1.73M and bringing the position to 397,970 shares worth $22.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

LPL Financial first reported a position in OPPE in Q1 2015 and has held it in 26 quarters since. 24 funds tracked by Wall St. Rank hold OPPE as of Q3 2026.

  • LPL Financial held 397,970 shares of WisdomTree European Opportunities Fund worth $22.9M as of Q3 2026.
  • LPL Financial bought 29,300 WisdomTree European Opportunities Fund shares in Q3 2026, an estimated $1.73M.
  • WisdomTree European Opportunities Fund made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1523 holding.
  • LPL Financial first reported a position in WisdomTree European Opportunities Fund in Q1 2015 and has held it in 26 quarters since.
  • 24 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.