RIL
OPPE

Rothschild Investment LLC’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Rothschild Investment LLC’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 		$949 Hold
17
– – ﹤0.01% 3063
2026
Q1 		$913 Hold
17
– – ﹤0.01% 2912
2025
Q4 		$873 Hold
17
– – ﹤0.01% 2726
2025
Q3 		$831 Hold
17
– – ﹤0.01% 2661
2025
Q2 		$792 Hold
17
– – ﹤0.01% 2578
2025
Q1 		$720 Hold
17
– – ﹤0.01% 2500
2024
Q4 		$650 Buy
+17
New +$651 ﹤0.01% 2435

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

Rothschild Investment LLC's OPPE Position: Q2 2026 in Review

Rothschild Investment LLC held its WisdomTree European Opportunities Fund (OPPE) position steady in Q2 2026 at 17 shares worth $949. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

Rothschild Investment LLC first reported a position in OPPE in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • Rothschild Investment LLC held 17 shares of WisdomTree European Opportunities Fund worth $949 as of Q2 2026.
  • Rothschild Investment LLC left its WisdomTree European Opportunities Fund share count unchanged in Q2 2026.
  • WisdomTree European Opportunities Fund made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3063 holding.
  • Rothschild Investment LLC first reported a position in WisdomTree European Opportunities Fund in Q4 2024 and has held it in 7 quarters since.
  • 58 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.