Osaic Holdings
OPPE

Osaic Holdings’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Osaic Holdings’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 		$285K Buy
5,107
+876
+21% +$49.7K ﹤0.01% 4134
2026
Q1 		$227K Sell
4,231
-206
-5% -$11.1K ﹤0.01% 4045
2025
Q4 		$228K Buy
4,437
+1,243
+39% +$61.8K ﹤0.01% 4034
2025
Q3 		$156K Buy
3,194
+2,057
+181% +$98.2K ﹤0.01% 4424
2025
Q2 		$53K Buy
1,137
+336
+42% +$14.9K ﹤0.01% 5005
2025
Q1 		$33.9K Buy
801
+501
+167% +$20.6K ﹤0.01% 4990
2024
Q4 		$11.5K Sell
300
-340
-53% -$13K ﹤0.01% 5696
2024
Q3 		$25K Hold
640
– – ﹤0.01% 5235
2024
Q2 		$24.1K Buy
640
+300
+88% +$11.8K ﹤0.01% 5211
2024
Q1 		$13.1K Buy
+340
New +$12.4K ﹤0.01% 5604
2023
Q4 		– Sell
-340
Closed -$11.2K – 7353
2023
Q3 		$11.2K Sell
340
-15
-4% -$508 ﹤0.01% 5862
2023
Q2 		$11.9K Sell
355
-1,612
-82% -$55.2K ﹤0.01% 5870
2023
Q1 		$66.5K Buy
+1,967
New +$66.8K ﹤0.01% 4767
2022
Q4 		– Sell
-992
Closed -$27K – 7250
2022
Q3 		$27K Sell
992
-735,273
-100% -$22.6M ﹤0.01% 5363
2022
Q2 		$22.7M Buy
736,265
+43,736
+6% +$1.49M 0.05% 341
2022
Q1 		$24M Buy
692,529
+71,616
+12% +$2.55M 0.05% 362
2021
Q4 		$23M Buy
620,913
+51,553
+9% +$1.89M 0.04% 382
2021
Q3 		$20.2M Buy
569,360
+569,158
+281,761% +$20.7M 0.04% 392
2021
Q2 		$7K Sell
202
-120
-37% -$4.22K ﹤0.01% 6244
2021
Q1 		$11K Sell
322
-445
-58% -$14.4K ﹤0.01% 5819
2020
Q4 		$23K Sell
767
-7,769
-91% -$224K ﹤0.01% 5059
2020
Q3 		$233K Sell
8,536
-784
-8% -$21.7K ﹤0.01% 3091
2020
Q2 		$250K Buy
9,320
+23
+0.2% +$591 ﹤0.01% 2929
2020
Q1 		$214K Buy
+9,297
New +$277K ﹤0.01% 2810

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

Osaic Holdings's OPPE Position: Q2 2026 in Review

Osaic Holdings increased its WisdomTree European Opportunities Fund (OPPE) stake by 21% in Q2 2026, buying an estimated $49.7K and bringing the position to 5,107 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #4134.

Osaic Holdings first reported a position in OPPE in Q1 2020 and has held it in 24 quarters since. The position peaked at $24M in Q1 2022. 58 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • Osaic Holdings held 5,107 shares of WisdomTree European Opportunities Fund worth $285K as of Q2 2026.
  • Osaic Holdings bought 876 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $49.7K.
  • WisdomTree European Opportunities Fund made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #4134 holding.
  • Osaic Holdings first reported a position in WisdomTree European Opportunities Fund in Q1 2020 and has held it in 24 quarters since.
  • Osaic Holdings's WisdomTree European Opportunities Fund position peaked at $24M in Q1 2022.
  • 58 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.