SA
OPPE

Sonoma Allocations’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Sonoma Allocations’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 		$13.6M Buy
243,924
+35,238
+17% +$2M 4.22% 5
2026
Q1 		$11.4M Buy
208,686
+18,532
+10% +$997K 3.95% 6
2025
Q4 		$10.4M Buy
190,154
+84,453
+80% +$4.2M 3.44% 8
2025
Q3 		$5.19M Buy
+105,701
New +$5.05M 1.89% 13

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
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
IAS
Insigneo Advisory Services Miami, Florida $2.67B AUM 40.6% 1-Year Est. Return

Sonoma Allocations's OPPE Position: Q2 2026 in Review

Sonoma Allocations increased its WisdomTree European Opportunities Fund (OPPE) stake by 17% in Q2 2026, buying an estimated $2M and bringing the position to 243,924 shares worth $13.6M. The position accounts for 4.22% of the portfolio, ranked #5.

Sonoma Allocations 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.

  • Sonoma Allocations held 243,924 shares of WisdomTree European Opportunities Fund worth $13.6M as of Q2 2026.
  • Sonoma Allocations bought 35,238 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $2M.
  • WisdomTree European Opportunities Fund made up 4.22% of Sonoma Allocations's portfolio in Q2 2026, its #5 holding.
  • Sonoma Allocations 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 Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.