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

SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return