OPPE Institutional Ownership
WisdomTree European Opportunities Fund
1W: -2.5%
1M: -3.5%
3M: +0.4%
YTD: +10.7%
1Y: +16.7%
3Y: +89.3%
5Y: +85.6%
$57.49
+0.64 (+1.13%)
Weekly Expected Move ±1.8%
$55
$56
$57
$59
$60
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — OPPE
63
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
96M
Total Invested
9
New Positions
29
Increased
18
Reduced
5
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (65 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 368,670 | $21M | +21,676 | +6.2% | 5Q | SEC ↗ |
| 2 | STEPHENS INC /AR | 247,029 | $14M | +6,558 | +2.7% | 4Q | SEC ↗ |
| 3 | Sonoma Allocations LLC | 243,924 | $14M | +35,238 | +16.9% | 4Q | SEC ↗ |
| 4 | CATHY PARETO & ASSOCIATES, INC | 162,891 | $9M | +13,829 | +9.3% | 7Q | SEC ↗ |
| 5 | WESCAP Management Group, Inc. | 71,888 | $4M | -243 | -0.3% | 43Q | SEC ↗ |
| 6 | GC Wealth Management RIA, LLC | 44,973 | $3M | -40,878 | -47.6% | 5Q | SEC ↗ |
| 7 | Spinnaker Investment Group, LLC | 44,722 | $3M | +5,486 | +14.0% | 4Q | SEC ↗ |
| 8 | Sowell Financial Services LLC | 43,868 | $3M | +3,994 | +10.0% | 2Q | SEC ↗ |
| 9 | D.A. DAVIDSON & CO. | 43,426 | $2M | +1,188 | +2.8% | 4Q | SEC ↗ |
| 10 | INSIGNEO ADVISORY SERVICES, LLC | 32,662 | $2M | +3,289 | +11.2% | 2Q | SEC ↗ |
| 11 | UBS Group AG | 32,387 | $2M | +6,848 | +26.8% | 45Q | SEC ↗ |
| 12 | JOHNSON INVESTMENT COUNSEL INC | 27,100 | $2M | — | +0.0% | 15Q | SEC ↗ |
| 13 | BANK OF AMERICA CORP /DE NEW | 26,305 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 14 | CITADEL ADVISORS LLC | 25,705 | $1M | -21,589 | -45.6% | 2Q | SEC ↗ |
| 15 | FLOW TRADERS U.S. LLC NEW | 21,822 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 16 | Quantinno Capital Management LP | 21,277 | $1M | -2,439 | -10.3% | 5Q | SEC ↗ |
| 17 | Janney Montgomery Scott LLC NEW | 19,369 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 18 | MML INVESTORS SERVICES, LLC | 18,236 | $1M | +6,127 | +50.6% | 4Q | SEC ↗ |
| 19 | NewEdge Advisors, LLC | 18,198 | $1M | +394 | +2.2% | 4Q | SEC ↗ |
| 20 | HARBOUR INVESTMENTS, INC. | 17,101 | $983K | +357 | +2.1% | 3Q | SEC ↗ |
| 21 | Sanctuary Advisors, LLC | 15,975 | $918K | +578 | +3.8% | 4Q | SEC ↗ |
| 22 | E&G Advisors, LLC | 15,837 | $910K | +245 | +1.6% | 3Q | SEC ↗ |
| 23 | JONES FINANCIAL COMPANIES LLLP | 15,834 | $910K | -110 | -0.7% | 9Q | SEC ↗ |
| 24 | CARY STREET PARTNERS FINANCIAL LLC | 12,872 | $740K | -198 | -1.5% | 7Q | SEC ↗ |
| 25 | RAYMOND JAMES FINANCIAL INC | 12,041 | $692K | -178 | -1.5% | 3Q | SEC ↗ |
| 26 | Cetera Investment Advisers | 11,728 | $674K | +2,310 | +24.5% | 2Q | SEC ↗ |
| 27 | AMERIFLEX GROUP, INC. | 11,255 | $647K | -4,052 | -26.5% | 2Q | SEC ↗ |
| 28 | JANE STREET GROUP, LLC | 9,740 | $560K | -124,589 | -92.7% | 6Q | SEC ↗ |
| 29 | Kestra Advisory Services, LLC | 8,415 | $484K | +2,673 | +46.6% | 3Q | SEC ↗ |
| 30 | ENVESTNET ASSET MANAGEMENT INC | 8,070 | $464K | +3,268 | +68.1% | 2Q | SEC ↗ |
| 31 | Berkeley, Inc | 7,978 | $459K | +55 | +0.7% | 12Q | SEC ↗ |
| 32 | SFG Wealth Management, LLC. NEW | 7,731 | $444K | — | +0.0% | 1Q | SEC ↗ |
| 33 | FLAGSTAR SECURITIES, INC | 7,163 | $412K | +1,876 | +35.5% | 2Q | SEC ↗ |
| 34 | WHITTIER TRUST CO | 6,885 | $396K | — | +0.0% | 7Q | SEC ↗ |
| 35 | Atria Investments, Inc | 5,771 | $332K | +332 | +6.1% | 3Q | SEC ↗ |
| 36 | OSAIC HOLDINGS, INC. | 5,107 | $294K | +876 | +20.7% | 10Q | SEC ↗ |
| 37 | Greenwich Wealth Management LLC | 4,695 | $270K | -1,276 | -21.4% | 4Q | SEC ↗ |
| 38 | Cambridge Investment Research Advisors NEW | 4,683 | $269K | — | +0.0% | 1Q | SEC ↗ |
| 39 | BridgePort Financial Solutions, LLC | 4,221 | $243K | +8 | +0.2% | 4Q | SEC ↗ |
| 40 | ROYAL BANK OF CANADA | 3,973 | $228K | +79 | +2.0% | 46Q | SEC ↗ |
| 41 | PRIVATE TRUST CO NA | 3,002 | $173K | +85 | +2.9% | 4Q | SEC ↗ |
| 42 | MORGAN STANLEY | 2,834 | $163K | +1 | +0.0% | 46Q | SEC ↗ |
| 43 | EP Wealth Advisors, LLC | 2,593 | $149K | -1,555 | -37.5% | 3Q | SEC ↗ |
| 44 | FMR LLC | 2,176 | $125K | +127 | +6.2% | 4Q | SEC ↗ |
| 45 | BLAIR WILLIAM & CO/IL | 2,000 | $115K | — | +0.0% | 34Q | SEC ↗ |
| 46 | Farther Finance Advisors, LLC | 1,455 | $84K | +1,130 | +347.7% | 2Q | SEC ↗ |
| 47 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1,309 | $75K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Main Street Group, LTD | 1,164 | $67K | +13 | +1.1% | 2Q | SEC ↗ |
| 49 | AE Wealth Management LLC | 1,158 | $67K | +24 | +2.1% | 7Q | SEC ↗ |
| 50 | FIFTH THIRD BANCORP | 856 | $49K | — | +0.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (9)
| Holder | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE | 26,305 | $2M |
| FLOW TRADERS U.S. LLC | 21,822 | $1M |
| Janney Montgomery Scott LLC | 19,369 | $1M |
| SFG Wealth Management, LLC. | 7,731 | $444K |
| Cambridge Investment Research Advis | 4,683 | $269K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,309 | $75K |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | 447 | $26K |
| BANK OF MONTREAL /CAN | 400 | $23K |
| City State Bank | 119 | $7K |
Sold Out (7)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Corient Private Wealth LLC | 40,954 | $2M |
| HRT FINANCIAL LP | 4,041 | $232K |
| UBS AM, a distinct business unit of | 3,607 | $207K |
| MAI Capital Management | 2,369 | $136K |
| Western Wealth Management, LLC | 300 | $17K |
| Strategic Wealth Partners, Ltd. | 154 | $9K |
| IFC & Insurance Marketing, Inc. | 16 | $1K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Sonoma Allocations LLC | +35,238 | +16.9% | 243,924 |
| LPL Financial LLC | +21,676 | +6.2% | 368,670 |
| CATHY PARETO & ASSOCIATES, INC | +13,829 | +9.3% | 162,891 |
| UBS Group AG | +6,848 | +26.8% | 32,387 |
| STEPHENS INC /AR | +6,558 | +2.7% | 247,029 |
| MML INVESTORS SERVICES, LLC | +6,127 | +50.6% | 18,236 |
| Spinnaker Investment Group, LLC | +5,486 | +14.0% | 44,722 |
| Sowell Financial Services LLC | +3,994 | +10.0% | 43,868 |
| INSIGNEO ADVISORY SERVICES, LLC | +3,289 | +11.2% | 32,662 |
| ENVESTNET ASSET MANAGEMENT INC | +3,268 | +68.1% | 8,070 |
| Kestra Advisory Services, LLC | +2,673 | +46.6% | 8,415 |
| Cetera Investment Advisers | +2,310 | +24.5% | 11,728 |
| FLAGSTAR SECURITIES, INC | +1,876 | +35.5% | 7,163 |
| D.A. DAVIDSON & CO. | +1,188 | +2.8% | 43,426 |
| Farther Finance Advisors, LLC | +1,130 | +347.7% | 1,455 |
| OSAIC HOLDINGS, INC. | +876 | +20.7% | 5,107 |
| Sanctuary Advisors, LLC | +578 | +3.8% | 15,975 |
| NewEdge Advisors, LLC | +394 | +2.2% | 18,198 |
| HARBOUR INVESTMENTS, INC. | +357 | +2.1% | 17,101 |
| Atria Investments, Inc | +332 | +6.1% | 5,771 |
Biggest Decreases (13)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| JANE STREET GROUP, LLC | -124,589 | -92.7% | 9,740 |
| GC Wealth Management RIA, LLC | -40,878 | -47.6% | 44,973 |
| CITADEL ADVISORS LLC | -21,589 | -45.6% | 25,705 |
| AMERIFLEX GROUP, INC. | -4,052 | -26.5% | 11,255 |
| Quantinno Capital Management LP | -2,439 | -10.3% | 21,277 |
| EP Wealth Advisors, LLC | -1,555 | -37.5% | 2,593 |
| Greenwich Wealth Management LLC | -1,276 | -21.4% | 4,695 |
| Peck Wealth Management, LLC | -999 | -89.0% | 124 |
| WESCAP Management Group, Inc. | -243 | -0.3% | 71,888 |
| CARY STREET PARTNERS FINANCIAL LLC | -198 | -1.5% | 12,872 |
| RAYMOND JAMES FINANCIAL INC | -178 | -1.5% | 12,041 |
| Steward Partners Investment Advisor | -123 | -19.0% | 523 |
| JONES FINANCIAL COMPANIES LLLP | -110 | -0.7% | 15,834 |