Wisdomtree European OpportOPPEETF

13F holders, Q2 2025 (June 30)
30holders +3
6new positions
3sold out
$46.58avg. 13F price*

At the end of Q2 2025, 30 institutions reported holding Wisdomtree European Opport (OPPE) in their 13F filings, up 3 from Q1 2025. 6 opened new positions and 3 sold out. The largest holders were GC Wealth Management RIA, LLC ($4.8M), Cathy Pareto & Associates, Inc. ($4.1M) and WESCAP Management Group, Inc. ($3.8M).

Company
Wisdomtree European Opport
CUSIP
97717X552
Latest filing quarter
Q2 2026

History

Number of 13F holders

0204060 Q1 2024: 22Q1 2024Q2 2024: 20Q2 2024Q3 2024: 24Q3 2024Q4 2024: 24Q4 2024Q1 2025: 27Q1 2025Q2 2025: 30Q2 2025Q3 2025: 42Q3 2025Q4 2025: 46Q4 2025Q1 2026: 53Q1 2026Q2 2026: 58Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions6$7.7M
Exits3$994K

All 13F filers, Q1 2025 → Q2 2025: 186,431 shares bought and 38,620 shares sold, net +147,811 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 30 holders

GC Wealth Management RIA, LLC 0.39% New 103,473 $4.8M
Cathy Pareto & Associates, Inc. 3.35% Add +2.3% 87,173 $4.1M
WESCAP Management Group, Inc. 0.86% Reduce -1.8% 80,660 $3.8M
Berkeley, Inc 0.86% Add +0.8% 51,340 $2.4M
Corient Private Wealth LP 0.00% Add +5.3% 40,814 $1.9M
UBS Group AG 0.00% Reduce -10.5% 30,902 $1.4M
Johnson Investment Counsel Inc. 0.01% No change 29,121 $1.4M
Raymond James Financial Inc. 0.00% Add +9.3% 20,045 $934K
EP Wealth Advisors, LLC 0.01% New 17,170 $800K
LPL Financial LLC 0.00% New 15,679 $730K
Scotia Capital Inc. 0.00% New 15,429 $719K
Jane Street Group, LLC 0.00% Add +136.1% 15,113 $704K
Cary Street Partners Financial LLC 0.02% No change 13,342 $621K
Jones Financial Companies LLLP 0.00% Add +141.3% 8,582 $399K
Janney Montgomery Scott LLC 0.00% New 8,336 $388K
Whittier Trust Co. 0.00% No change 6,885 $321K
Quantinno Capital Management LP 0.00% New 5,765 $269K
Bank of America Corp. 0.00% Add +8.4% 4,456 $208K
Morgan Stanley 0.00% Reduce -61.8% 3,493 $163K
Comerica Bank 0.00% Reduce -58.2% 2,802 $131K
Blair William & Co. 0.00% Reduce -16.7% 2,500 $116K
Osaic Holdings, Inc. 0.00% Add +42.0% 1,137 $53K
AE Wealth Management LLC 0.00% Add +2.6% 1,126 $52K
Tortoise Investment Management, LLC 0.00% No change 1,000 $47K
4Thought Financial Group Inc. 0.02% Add +3.5% 864 $40K
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 $6K
Rothschild Investment LLC 0.00% No change 17 $792
O'shaughnessy Asset Management, LLC 0.00% No change 4 $186

"% of holder's portfolio" is OPPE's weight in each manager's 13F, not the share of Wisdomtree European Opport the manager owns.