Steward Partners Investment Advisory’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Steward Partners Investment Advisory’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	$29.2K	Sell	523 -123	-19%	-$6.98K	﹤0.01%	3246
2026 Q1	$34.7K	Sell	646 -31	-5%	-$1.67K	﹤0.01%	2963
2025 Q4	$34.8K	Buy	677 +31	+5%	+$1.54K	﹤0.01%	2868
2025 Q3	$31.6K	Buy	646 +523	+425%	+$25K	﹤0.01%	2856
2025 Q2	$5.73K	Hold	123	–	–	﹤0.01%	3431
2025 Q1	$5.21K	Hold	123	–	–	﹤0.01%	3367
2024 Q4	$4.7K	Hold	123	–	–	﹤0.01%	3383
2024 Q3	$4.8K	Hold	123	–	–	﹤0.01%	3197
2024 Q2	$4.63K	Hold	123	–	–	﹤0.01%	3068
2024 Q1	$4.73K	Hold	123	–	–	﹤0.01%	3064
2023 Q4	$4.43K	Hold	123	–	–	﹤0.01%	3005
2023 Q3	$4.06K	Hold	123	–	–	﹤0.01%	2893
2023 Q2	$4.14K	Hold	123	–	–	﹤0.01%	2850
2023 Q1	$4.16K	Hold	123	–	–	﹤0.01%	2838
2022 Q4	$3.84K	Hold	123	–	–	﹤0.01%	2860
2022 Q3	$3K	Hold	123	–	–	﹤0.01%	2923
2022 Q2	$4K	Hold	123	–	–	﹤0.01%	2817
2022 Q1	$4K	Hold	123	–	–	﹤0.01%	2942
2021 Q4	$5K	Hold	123	–	–	﹤0.01%	2812
2021 Q3	$4K	Hold	123	–	–	﹤0.01%	2855
2021 Q2	$4K	Sell	123 -3,143	-96%	-$111K	﹤0.01%	6680
2021 Q1	$111K	Buy	3,266 +3,143	+2,555%	+$102K	﹤0.01%	1563
2020 Q4	$4K	Hold	123	–	–	﹤0.01%	2558
2020 Q3	$3K	Hold	123	–	–	﹤0.01%	2486
2020 Q2	$3K	Hold	123	–	–	﹤0.01%	2376
2020 Q1	$2K	Hold	123	–	–	﹤0.01%	2273
2019 Q4	$4K	Hold	123	–	–	﹤0.01%	2292
2019 Q3	$3K	Hold	123	–	–	﹤0.01%	2346
2019 Q2	$3K	Buy	+123	New	+$3.75K	﹤0.01%	2345
2018 Q4	–	Sell	-160	Closed	-$5K	–	1177
2018 Q3	$5K	Sell	160 -1,015	-86%	-$30.9K	﹤0.01%	2111
2018 Q2	$35K	Buy	+1,175	New	+$37K	﹤0.01%	1237

Other funds holding OPPE

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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 Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Steward Partners Investment Advisory's OPPE Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its WisdomTree European Opportunities Fund (OPPE) stake by 19% in Q2 2026, selling an estimated $6.98K and leaving 523 shares worth $29.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3246.

Steward Partners Investment Advisory first reported a position in OPPE in Q2 2018 and has held it in 31 quarters since. The position peaked at $111K in Q1 2021. 48 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

Steward Partners Investment Advisory held 523 shares of WisdomTree European Opportunities Fund worth $29.2K as of Q2 2026.
Steward Partners Investment Advisory sold 123 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $6.98K.
WisdomTree European Opportunities Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3246 holding.
Steward Partners Investment Advisory first reported a position in WisdomTree European Opportunities Fund in Q2 2018 and has held it in 31 quarters since.
Steward Partners Investment Advisory's WisdomTree European Opportunities Fund position peaked at $111K in Q1 2021.
48 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.