Sowell Financial Services’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Sowell Financial Services’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 Q3	$1.53M	Sell	26,540 -17,328	-40%	-$1.02M	0.04%	384
2026 Q2	$2.45M	Buy	43,868 +3,994	+10%	+$227K	0.08%	269
2026 Q1	$2.14M	Buy	+39,874	New	+$2.14M	0.08%	271

Other funds holding OPPE

CPA

Cathy Pareto & Associates Coral Gables, Florida $175M AUM 17.3% 1-Year Est. Return

Spinnaker Investment Group Newport Beach, California $635M AUM 12.66% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Berkeley Inc Boise, Idaho $324M AUM 10.8% 1-Year Est. Return

Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sowell Financial Services's OPPE Position: Q3 2026 in Review

Sowell Financial Services reduced its WisdomTree European Opportunities Fund (OPPE) stake by 40% in Q3 2026, selling an estimated $1.02M and leaving 26,540 shares worth $1.53M. The position accounts for 0.04% of the portfolio, ranked #384.

Sowell Financial Services first reported a position in OPPE in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.45M in Q2 2026. 7 funds tracked by Wall St. Rank hold OPPE as of Q3 2026.

Sowell Financial Services held 26,540 shares of WisdomTree European Opportunities Fund worth $1.53M as of Q3 2026.
Sowell Financial Services sold 17,328 WisdomTree European Opportunities Fund shares in Q3 2026, an estimated $1.02M.
WisdomTree European Opportunities Fund made up 0.04% of Sowell Financial Services's portfolio in Q3 2026, its #384 holding.
Sowell Financial Services first reported a position in WisdomTree European Opportunities Fund in Q1 2026 and has held it in 3 quarters since.
Sowell Financial Services's WisdomTree European Opportunities Fund position peaked at $2.45M in Q2 2026.
7 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.