Wisdomtree European OpportOPPEETF
13F holders, Q1 2025 (March 31)27holders +3
4new positions
0sold out
$42.33avg. 13F price*
At the end of Q1 2025, 27 institutions reported holding Wisdomtree European Opport (OPPE) in their 13F filings, up 3 from Q4 2024. 4 opened new positions and 0 sold out. The largest holders were Cathy Pareto & Associates, Inc. ($3.6M), WESCAP Management Group, Inc. ($3.5M) and Berkeley, Inc ($2.2M).
- Company
- Wisdomtree European Opport
- CUSIP
- 97717X552
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.8M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 89,565 shares bought and 19,749 shares sold, net +69,816 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 27 holders
| Cathy Pareto & Associates, Inc. | 3.19% | Add +1.9% | 85,229 | $3.6M |
| WESCAP Management Group, Inc. | 0.85% | Reduce -1.7% | 82,146 | $3.5M |
| Berkeley, Inc | 1.01% | Add +38.7% | 50,935 | $2.2M |
| Corient Private Wealth LP | 0.00% | Reduce -3.0% | 38,764 | $1.6M |
| UBS Group AG | 0.00% | Add +218.6% | 34,523 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 29,121 | $1.2M |
| Raymond James Financial Inc. | 0.00% | New | 18,343 | $776K |
| Flow Traders U.S. LLC | 0.03% | New | 17,050 | $722K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -12.9% | 13,342 | $565K |
| Morgan Stanley | 0.00% | Add +217.3% | 9,138 | $387K |
| Whittier Trust Co. | 0.00% | No change | 6,885 | $291K |
| Comerica Bank | 0.00% | No change | 6,706 | $284K |
| Susquehanna International Group, LLP | 0.00% | Reduce -69.4% | 6,410 | $271K |
| Jane Street Group, LLC | 0.00% | New | 6,400 | $271K |
| Bank of America Corp. | 0.00% | Add +16.1% | 4,111 | $174K |
| Jones Financial Companies LLLP | 0.00% | Add +33.9% | 3,556 | $152K |
| Blair William & Co. | 0.00% | Reduce -17.8% | 3,000 | $127K |
| AE Wealth Management LLC | 0.00% | Add +0.1% | 1,097 | $46K |
| Tortoise Investment Management, LLC | 0.00% | No change | 1,000 | $42K |
| 4Thought Financial Group Inc. | 0.02% | Add +7.6% | 835 | $35K |
| Osaic Holdings, Inc. | 0.00% | Add +167.0% | 801 | $34K |
| NBT Bank, N.A. | 0.00% | No change | 178 | $8K |
| Royal Bank of Canada | 0.00% | No change | 162 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 123 | $5K |
| Rothschild Investment LLC | 0.00% | No change | 17 | $720 |
| SVB Wealth LLC | 0.00% | New | 4 | $185 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 4 | $169 |
"% of holder's portfolio" is OPPE's weight in each manager's 13F, not the share of Wisdomtree European Opport the manager owns.