WisdomTree Trust - OPPE

Sector: Funds · Industry: ETF / Fund
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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$97.62M
QoQ value delta ($000)
-$1.211M (-1.23%)
Implied price effect (QoQ)
+0.49%
Shares
Total shares
1,741,972
QoQ shares delta
-30,284 (-1.71%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (OPPE)

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 8 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
LPL Financial LLC 20,575 368,670 0.0%
STEPHENS INC /AR/ 13,786 247,029 0.15%
Sonoma Allocations LLC 13,565 243,924 4.22%
CATHY PARETO & ASSOCIATES, INC 9,753 169,401 5.56%
WESCAP Management Group, Inc. 4,012 71,888 0.75%
Spinnaker Investment Group, LLC 2,747 47,733 0.43%
GC Wealth Management RIA, LLC 2,509 44,973 0.14%
D.A. DAVIDSON & CO. 2,423 43,426 0.01%
Corient Private Wealth LP 2,326 41,678 0.0%
INSIGNEO ADVISORY SERVICES, LLC 1,822 32,662 0.07%
UBS Group AG 1,807 32,387 0.0%
JOHNSON INVESTMENT COUNSEL INC 1,512 27,100 0.01%
BANK OF AMERICA CORP /DE/ 1,468 26,305 0.0%
CITADEL ADVISORS LLC 1,434 25,705 0.0%
FLOW TRADERS U.S. LLC 1,218 21,822 0.05%
Quantinno Capital Management LP 1,187 21,277 0.0%
Janney Montgomery Scott LLC 1,081 19,369 0.0%
MML INVESTORS SERVICES, LLC 1,017 18,236 0.0%
NewEdge Advisors, LLC 1,015 18,198 0.0%
E&G Advisors, LLC 955 16,600 0.18%
HARBOUR INVESTMENTS, INC. 954 17,101 0.01%
Sanctuary Advisors, LLC 891 15,975 0.0%
JONES FINANCIAL COMPANIES LLLP 874 15,834 0.0%
Sowell Financial Services LLC 763 13,270 0.02%
CARY STREET PARTNERS FINANCIAL LLC 718 12,872 0.02%