PTC
OPPE

Private Trust Company’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Private Trust Company’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 		$168K Buy
3,002
+85
+3% +$4.83K 0.01% 880
2026
Q1 		$157K Buy
2,917
+88
+3% +$4.73K 0.01% 866
2025
Q4 		$145K Sell
2,829
-9
-0.3% -$448 0.01% 871
2025
Q3 		$139K Buy
+2,838
New +$135K 0.01% 882

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 $77.5B AUM 28.19% 1-Year Est. Return

Private Trust Company's OPPE Position: Q2 2026 in Review

Private Trust Company increased its WisdomTree European Opportunities Fund (OPPE) stake by 2.9% in Q2 2026, buying an estimated $4.83K and bringing the position to 3,002 shares worth $168K. The position accounts for 0.01% of the portfolio, ranked #880.

Private Trust Company first reported a position in OPPE in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • Private Trust Company held 3,002 shares of WisdomTree European Opportunities Fund worth $168K as of Q2 2026.
  • Private Trust Company bought 85 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $4.83K.
  • WisdomTree European Opportunities Fund made up 0.01% of Private Trust Company's portfolio in Q2 2026, its #880 holding.
  • Private Trust Company first reported a position in WisdomTree European Opportunities Fund in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.