Skip to content

OPPE WISDOMTREE TR

Follow

EUROP OPPOR FD (fund)

25 managers (25 13F filers) reported a position in OPPE shares at 2024-12-31, 367,654 shares in all. 3 filers opened a position and 5 filers sold out during the quarter.

Managers
25
13F filers
25
New
3
Added
6
Reduced
7
Sold out
5
Shares held by filers
367,654

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CATHY PARETO & ASSOCIATES, INC83,653$3.2M2.94%13F-HRTimeline
WESCAP Management Group, Inc.83,541$3.19M0.77%+6913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP39,942$1.53M<0.01%013F-HRTimelineGroup
Berkeley, Inc36,721$1.4M0.73%-22,23513F-HR/ATimeline
JOHNSON INVESTMENT COUNSEL INC29,121$1.11M0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,952$801K<0.01%+3,09913F-HRTimelineGroup
AlphaMark Advisors, LLC17,590$672K0.29%+86013F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding15,326$586K0Timeline
UBS Group AGin group UBS Group AG10,835$414K<0.01%-2,36613F-HRTimelineGroup
WHITTIER TRUST CO6,885$263K<0.01%new13F-HRTimeline
COMERICA BANK6,706$256K<0.01%-3913F-HR/ATimeline
BLAIR WILLIAM & CO/IL3,650$140K<0.01%-5013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/3,540$135K<0.01%+1,59713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,880$110K<0.01%-4,01013F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,656$102K<0.01%+1,38113F-HRTimelineGroup
AE Wealth Management LLC1,096$41.9K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC1,000$38.2K<0.01%013F-HR/ATimeline
4Thought Financial Group Inc.776$29.7K0.02%+713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.300$11.5K<0.01%-34013F-HR/ATimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.178$6.8K<0.01%013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA162$6K<0.01%-2513F-HRTimelineGroup
Steward Partners Investment Advisory, L…123$4.7K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC17$650<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC4$153<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.