SFS
OPPE

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
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

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
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

Sowell Financial Services's OPPE Position: Q2 2026 in Review

Sowell Financial Services increased its WisdomTree European Opportunities Fund (OPPE) stake by 10% in Q2 2026, buying an estimated $227K and bringing the position to 43,868 shares worth $2.45M. The position accounts for 0.08% of the portfolio, ranked #269.

Sowell Financial Services first reported a position in OPPE in Q1 2026 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • Sowell Financial Services held 43,868 shares of WisdomTree European Opportunities Fund worth $2.45M as of Q2 2026.
  • Sowell Financial Services bought 3,994 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $227K.
  • WisdomTree European Opportunities Fund made up 0.08% of Sowell Financial Services's portfolio in Q2 2026, its #269 holding.
  • Sowell Financial Services first reported a position in WisdomTree European Opportunities Fund in Q1 2026 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.