Tortoise Investment Management’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Tortoise Investment Management’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
2025 Q4	–	Sell	-1,000	Closed	-$48.9K	–	627
2025 Q3	$48.9K	Hold	1,000	–	–	﹤0.01%	396
2025 Q2	$46.6K	Hold	1,000	–	–	﹤0.01%	392
2025 Q1	$42.3K	Hold	1,000	–	–	﹤0.01%	398
2024 Q4	$38.2K	Hold	1,000	–	–	﹤0.01%	460
2024 Q3	$39K	Hold	1,000	–	–	﹤0.01%	454
2024 Q2	$37.7K	Hold	1,000	–	–	﹤0.01%	428
2024 Q1	$38.5K	Hold	1,000	–	–	﹤0.01%	414
2023 Q4	$36K	Hold	1,000	–	–	﹤0.01%	402
2023 Q3	$33K	Hold	1,000	–	–	﹤0.01%	399
2023 Q2	$33.6K	Hold	1,000	–	–	0.01%	396
2023 Q1	$33.9K	Hold	1,000	–	–	0.01%	383
2022 Q4	$31.2K	Hold	1,000	–	–	0.01%	389
2022 Q3	$27K	Hold	1,000	–	–	0.01%	393
2022 Q2	$31K	Hold	1,000	–	–	0.01%	356
2022 Q1	$35K	Hold	1,000	–	–	0.01%	345
2021 Q4	$37K	Hold	1,000	–	–	0.01%	322
2021 Q3	$36K	Hold	1,000	–	–	0.01%	312
2021 Q2	$35K	Hold	1,000	–	–	0.01%	308
2021 Q1	$34K	Hold	1,000	–	–	0.01%	293
2020 Q4	$31K	Sell	1,000 -1,000	-50%	-$28.9K	0.01%	283
2020 Q3	$55K	Sell	2,000 -1,000	-33%	-$27.7K	0.01%	222
2020 Q2	$80K	Hold	3,000	–	–	0.02%	193
2020 Q1	$69K	Hold	3,000	–	–	0.02%	197
2019 Q4	$99K	Sell	3,000 -575	-16%	-$18.3K	0.02%	193
2019 Q3	$108K	Hold	3,575	–	–	0.03%	178
2019 Q2	$108K	Hold	3,575	–	–	0.03%	187
2019 Q1	$108K	Hold	3,575	–	–	0.03%	183
2018 Q4	$94K	Sell	3,575 -2,130	-37%	-$59.5K	0.03%	185
2018 Q3	$173K	Hold	5,705	–	–	0.05%	147
2018 Q2	$171K	Hold	5,705	–	–	0.05%	147
2018 Q1	$175K	Buy	5,705 +1,130	+25%	+$35.5K	0.05%	143
2017 Q4	$142K	Hold	4,575	–	–	0.04%	156
2017 Q3	$141K	Hold	4,575	–	–	0.04%	149
2017 Q2	$135K	Buy	4,575 +1,000	+28%	+$29.7K	0.04%	138
2017 Q1	$101K	Hold	3,575	–	–	0.03%	152
2016 Q4	$92K	Sell	3,575 -750	-17%	-$18.5K	0.03%	156
2016 Q3	$106K	Buy	4,325 +3,000	+226%	+$72.3K	0.04%	131
2016 Q2	$30K	Hold	1,325	–	–	0.01%	238
2016 Q1	$32K	Hold	1,325	–	–	0.01%	223
2015 Q4	$33K	Hold	1,325	–	–	0.01%	235
2015 Q3	$31K	Buy	1,325 +575	+77%	+$14.4K	0.01%	227
2015 Q2	$19K	Sell	750 -150	-17%	-$3.95K	0.01%	273
2015 Q1	$23K	Buy	+900	New	+$23.2K	0.01%	251

Other funds holding OPPE

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

Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return

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

GWMR

GC Wealth Management RIA Cambridge, Massachusetts $1.73B AUM 16.14% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Tortoise Investment Management's OPPE Position: Q4 2025 in Review

Tortoise Investment Management sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2025, closing a stake of 1,000 shares — an estimated $48.9K sold.

Tortoise Investment Management first reported a position in OPPE in Q1 2015 and held it in 43 quarters. The position peaked at $175K in Q1 2018. 46 funds tracked by Wall St. Rank hold OPPE as of Q4 2025.

Tortoise Investment Management reported no remaining WisdomTree European Opportunities Fund position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 1,000 WisdomTree European Opportunities Fund shares in Q4 2025, an estimated $48.9K.
Tortoise Investment Management first reported a position in WisdomTree European Opportunities Fund in Q1 2015 and held it in 43 quarters.
Tortoise Investment Management's WisdomTree European Opportunities Fund position peaked at $175K in Q1 2018.
46 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.