UBS AM
OPPE

UBS AM’s WisdomTree European Opportunities Fund OPPE Stock Holding History

UBS AM’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 		– Sell
-3,607
Closed -$194K – 3768
2026
Q1 		$194K Buy
3,607
+1,193
+49% +$64.2K ﹤0.01% 2739
2025
Q4 		$124K Buy
+2,414
New +$120K ﹤0.01% 2511
2019
Q4 		– Sell
-109,485
Closed -$3.32M – 2623
2019
Q3 		$3.32M Sell
109,485
-3,613
-3% -$108K ﹤0.01% 1378
2019
Q2 		$3.41M Sell
113,098
-9,439
-8% -$288K ﹤0.01% 1356
2019
Q1 		$3.7M Sell
122,537
-50,876
-29% -$1.48M ﹤0.01% 1260
2018
Q4 		$4.58M Sell
173,413
-23,789
-12% -$664K ﹤0.01% 1123
2018
Q3 		$5.98M Sell
197,202
-11,634
-6% -$355K ﹤0.01% 1090
2018
Q2 		$6.27M Sell
208,836
-6,868
-3% -$216K ﹤0.01% 1075
2018
Q1 		$6.62M Sell
215,704
-10,045
-4% -$316K 0.01% 1044
2017
Q4 		$7.02M Sell
225,749
-4,169
-2% -$129K 0.01% 1003
2017
Q3 		$7.07M Sell
229,918
-294,875
-56% -$8.8M 0.01% 989
2017
Q2 		$15.5M Sell
524,793
-256,158
-33% -$7.61M 0.02% 803
2017
Q1 		$22.1M Sell
780,951
-716,157
-48% -$19.3M 0.02% 691
2016
Q4 		$38.7M Sell
1,497,108
-302,398
-17% -$7.47M 0.04% 452
2016
Q3 		$43.9M Buy
1,799,506
+19,480
+1% +$469K 0.05% 415
2016
Q2 		$41M Sell
1,780,026
-19,175
-1% -$461K 0.05% 412
2016
Q1 		$43M Buy
+1,799,201
New +$41.3M 0.05% 397

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

UBS AM's OPPE Position: Q2 2026 in Review

UBS AM sold out of WisdomTree European Opportunities Fund (OPPE) in Q2 2026, closing a stake of 3,607 shares — an estimated $194K sold.

UBS AM first reported a position in OPPE in Q1 2016 and held it in 17 quarters. The position peaked at $43.9M in Q3 2016. 58 funds tracked by Wall St. Rank hold OPPE as of Q2 2026.

  • UBS AM reported no remaining WisdomTree European Opportunities Fund position as of Q2 2026 after selling out during the quarter.
  • UBS AM sold 3,607 WisdomTree European Opportunities Fund shares in Q2 2026, an estimated $194K.
  • UBS AM first reported a position in WisdomTree European Opportunities Fund in Q1 2016 and held it in 17 quarters.
  • UBS AM's WisdomTree European Opportunities Fund position peaked at $43.9M in Q3 2016.
  • 58 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.