Wisdomtree European OpportOPPEETF
13F holders, Q4 2024 (December 31)24holders
3new positions
5sold out
$38.22avg. 13F price*
At the end of Q4 2024, 24 institutions reported holding Wisdomtree European Opport (OPPE) in their 13F filings, unchanged from Q3 2024. 3 opened new positions and 5 sold out. The largest holders were Cathy Pareto & Associates, Inc. ($3.2M), WESCAP Management Group, Inc. ($3.2M) and Corient Private Wealth LP ($1.5M).
- Company
- Wisdomtree European Opport
- CUSIP
- 97717X552
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $306K |
| Exits | 5 | $3.1M |
All 13F filers, Q3 2024 → Q4 2024: 15,011 shares bought and 107,316 shares sold, net −92,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 24 holders
| Cathy Pareto & Associates, Inc. | 2.94% | — | 83,653 | $3.2M |
| WESCAP Management Group, Inc. | 0.77% | Add +0.1% | 83,541 | $3.2M |
| Corient Private Wealth LP | 0.00% | No change | 39,942 | $1.5M |
| Berkeley, Inc | 0.73% | Reduce -37.7% | 36,721 | $1.4M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 29,121 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +17.4% | 20,952 | $801K |
| AlphaMark Advisors, LLC | 0.29% | Add +5.1% | 17,590 | $672K |
| Cary Street Partners Financial LLC | 0.02% | — | 15,326 | $586K |
| UBS Group AG | 0.00% | Reduce -17.9% | 10,835 | $414K |
| Whittier Trust Co. | 0.00% | New | 6,885 | $263K |
| Comerica Bank | 0.00% | Reduce -0.6% | 6,706 | $256K |
| Blair William & Co. | 0.00% | Reduce -1.4% | 3,650 | $140K |
| Bank of America Corp. | 0.00% | Add +82.2% | 3,540 | $135K |
| Morgan Stanley | 0.00% | Reduce -58.2% | 2,880 | $110K |
| Jones Financial Companies LLLP | 0.00% | Add +108.3% | 2,656 | $102K |
| AE Wealth Management LLC | 0.00% | New | 1,096 | $42K |
| Tortoise Investment Management, LLC | 0.00% | No change | 1,000 | $38K |
| 4Thought Financial Group Inc. | 0.02% | Add +0.9% | 776 | $30K |
| Osaic Holdings, Inc. | 0.00% | Reduce -53.1% | 300 | $11K |
| NBT Bank, N.A. | 0.00% | No change | 178 | $7K |
| Royal Bank of Canada | 0.00% | Reduce -13.4% | 162 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 123 | $5K |
| Rothschild Investment LLC | 0.00% | New | 17 | $650 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 4 | $153 |
"% of holder's portfolio" is OPPE's weight in each manager's 13F, not the share of Wisdomtree European Opport the manager owns.