Vault-13

WISDOMTREE TR OPPE

EUROPEAN OPPORTU · ETP · CUSIP 97717X552

53 institutional holders +7 vs Q4 2025
1,776,6311.8m shares reported held*
$95.6mreported value*
12 new 21 added 12 reduced 4 sold out net bought ≈ $22.0m (+409.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($193.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.82.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 24Q4 22: 21Q1 23: 24Q2 23: 22Q3 23: 24Q4 23: 20Q1 24: 23Q2 24: 21Q3 24: 25Q4 24: 25Q1 25: 28Q2 25: 31Q3 25: 42Q4 25: 46Q1 26: 5353Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202224
Q4 202221
Q1 202324
Q2 202322
Q3 202324
Q4 202320
Q1 202423
Q2 202421
Q3 202425
Q4 202425
Q1 202528
Q2 202531
Q3 202542
Q4 202546
Q1 202653

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q2 24: 6 bought or addedQ2 24: 10 cut or sold outQ3 24: 12 bought or addedQ3 24: 6 cut or sold outQ3 24Q4 24: 9 bought or addedQ4 24: 12 cut or sold outQ1 25: 13 bought or addedQ1 25: 5 cut or sold outQ1 25Q2 25: 17 bought or addedQ2 25: 8 cut or sold outQ3 25: 26 bought or addedQ3 25: 7 cut or sold outQ3 25Q4 25: 28 bought or addedQ4 25: 14 cut or sold outQ1 26: 33 bought or addedQ1 26: 16 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024610
Q3 2024126
Q4 2024912
Q1 2025135
Q2 2025178
Q3 2025267
Q4 20252814
Q1 20263316

Biggest buyers

LPL Financial LLC Added +93,517+93.5k
JANE STREET GROUP, LLC Added +77,036+77.0k
STEPHENS INC /AR/ Added +56,181+56.2k
CITADEL ADVISORS LLC New +47,294+47.3k
Sowell Financial Services LLC New +39,874+39.9k
INSIGNEO ADVISORY SERVICES, LLC New +29,373+29.4k
UBS Group AG Added +24,805+24.8k
Sonoma Allocations LLC Added +18,532+18.5k
HARBOUR INVESTMENTS, INC. Added +16,077+16.1k
AMERIFLEX GROUP, INC. New +15,307+15.3k

Biggest sellers

Corient Private Wealth LP Reduced -40,929-40.9k
Janney Montgomery Scott LLC Sold out -20,566-20.6k
EP Wealth Advisors, LLC Reduced -7,334-7.3k
Berkeley, Inc Reduced -6,064-6.1k
Spinnaker Investment Group, LLC Reduced -5,306-5.3k
WESCAP Management Group, Inc. Reduced -2,525-2.5k
BANK OF AMERICA CORP /DE/ Sold out -1,676-1.7k
MORGAN STANLEY Reduced -1,402-1.4k
Atria Investments, Inc Reduced -1,146-1.1k
GC Wealth Management RIA, LLC Reduced -923-923

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 346,994347.0k $18.6m $18.6m 0.00% Added +93.5k +93,517
2 STEPHENS INC /AR/ 0.16% of their portfolio LITTLE ROCK, AR 240,471240.5k $12.9m $12.9m 0.16% Added +56.2k +56,181
3 Sonoma Allocations LLC 3.95% of their portfolio SANTA ROSA, CA 208,686208.7k $11.4m $11.4m 3.95% Added +18.5k +18,532
4 CATHY PARETO & ASSOCIATES, INC 5.37% of their portfolio CORAL GABLES, FL 149,062149.1k $8.0m $8.0m 5.37% Added +13.9k +13,909
5 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 134,329134.3k $7.2m $7.2m 0.01% Added +77.0k +77,036
6 GC Wealth Management RIA, LLC 0.19% of their portfolio Cambridge, MA 85,85185.9k $4.6m $4.6m 0.19% Reduced -923 -923
7 WESCAP Management Group, Inc. 0.76% of their portfolio Glendale, CA 72,13172.1k $3.9m $3.9m 0.76% Reduced -2.5k -2,525
8 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 47,29447.3k $2.5m $2.5m 0.00% New
9 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 42,23842.2k $2.3m $2.3m 0.01% Added +11.6k +11,569
10 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 40,95441.0k $2.2m $2.2m 0.00% Reduced -40.9k -40,929
11 Sowell Financial Services LLC 0.08% of their portfolio NORTH LITTLE ROCK, AR 39,87439.9k $2.1m $2.1m 0.08% New
12 Spinnaker Investment Group, LLC 0.43% of their portfolio Newport Beach, CA 39,23639.2k $2.1m $2.1m 0.43% Reduced -5.3k -5,306
13 INSIGNEO ADVISORY SERVICES, LLC 0.11% of their portfolio MIAMI, FL 29,37329.4k $1.6m $1.6m 0.11% New
14 JOHNSON INVESTMENT COUNSEL INC 0.01% of their portfolio Cincinnati, OH 27,10027.1k $1.5m $1.5m 0.01% Unchanged
15 UBS Group AG 0.00% of their portfolio ZURICH, V8 25,53925.5k $1.4m $1.4m 0.00% Added +24.8k +24,805
16 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 23,71623.7k $1.3m $1.3m 0.00% Added +4.1k +4,130
17 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 17,80417.8k $956.2k $956.2k 0.00% Reduced -737 -737
18 HARBOUR INVESTMENTS, INC. 0.01% of their portfolio MADISON, WI 16,74416.7k $899.3k $899.3k 0.01% Added +16.1k +16,077
19 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 15,94415.9k $825.6k $825.6k 0.00% Added +4.7k +4,657
20 E&G Advisors, LLC 0.19% of their portfolio HOUSTON, TX 15,59215.6k $837.4k $837.4k 0.19% Added +9.0k +9,020
21 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 15,39715.4k $827.0k $827.0k 0.00% Added +353 +353
22 AMERIFLEX GROUP, INC. 0.42% of their portfolio LAS VEGAS, NV 15,30715.3k $822.1k $822.1k 0.42% New
23 CARY STREET PARTNERS FINANCIAL LLC 0.02% of their portfolio RICHMOND, VA 13,07013.1k $702.0k $702.0k 0.02% Unchanged
24 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 12,21912.2k $656.3k $656.3k 0.00% Added +2.3k +2,334
25 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 12,10912.1k $650.4k $650.4k 0.00% Reduced -822 -822
26 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,4189.4k $505.8k $505.8k 0.00% New
27 Berkeley, Inc 0.14% of their portfolio Boise, ID 7,9237.9k $425.6k $425.6k 0.14% Reduced -6.1k -6,064
28 WHITTIER TRUST CO 0.00% of their portfolio SOUTH PASADENA, CA 6,8856.9k $377.7k $377.7k 0.00% Unchanged
29 Greenwich Wealth Management LLC 0.01% of their portfolio GREENWICH, CT 5,9716.0k $321.0k $321.0k 0.01% Added +580 +580
30 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 5,7425.7k $308.4k $308.4k 0.00% Added +4.3k +4,253
31 Atria Investments, Inc 0.00% of their portfolio Charlotte, NC 5,4395.4k $292.1k $292.1k 0.00% Reduced -1.1k -1,146
32 FLAGSTAR SECURITIES, INC 0.10% of their portfolio New York, NY 5,2875.3k $284.0k $284.0k 0.10% New
33 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 4,8024.8k $257.9k $257.9k 0.00% New
34 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4,2314.2k $227.2k $227.2k 0.00% Reduced -206 -206
35 BridgePort Financial Solutions, LLC 0.06% of their portfolio FAIRFIELD, IA 4,2134.2k $226.3k $226.3k 0.06% Added +1 +1
36 EP Wealth Advisors, LLC 0.00% of their portfolio TORRANCE, CA 4,1484.1k $222.8k $222.8k 0.00% Reduced -7.3k -7,334
37 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 4,0414.0k $217.0k $217.0k 0.00% New
38 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 3,8943.9k $209.0k $209.0k 0.00% Added +6 +6
39 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio NEW YORK, NY 3,6073.6k $193.7k $193.7k 0.00% Added +1.2k +1,193
40 PRIVATE TRUST CO NA 0.01% of their portfolio CLEVELAND, OH 2,9172.9k $156.7k $156.7k 0.01% Added +88 +88
41 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 2,8332.8k $152.2k $152.2k 0.00% Reduced -1.4k -1,402
42 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 2,3692.4k $127.2k $127.2k 0.00% New
43 FMR LLC 0.00% of their portfolio BOSTON, MA 2,0492.0k $110.0k $110.0k 0.00% Added +549 +549
44 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 2,0002.0k $107.4k $107.4k 0.00% Unchanged
45 Main Street Group, LTD 0.02% of their portfolio GLEN ALLEN, VA 1,1511.2k $61.8k $61.8k 0.02% New
46 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 1,1341.1k $60.9k $60.9k 0.00% Added +2 +2
47 Peck Wealth Management, LLC 0.06% of their portfolio WHITE PLAINS, NY 1,1231.1k $60.3k $60.3k 0.06% Unchanged
48 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 856856 $46.0k $46.0k 0.00% New
49 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 646646 $34.7k $34.7k 0.00% Reduced -31 -31
50 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 325325 $17.7k $17.7k 0.00% New
51 NBT BANK, N.A. 0.00% of their portfolio NORWICH, NY 178178 $9.6k $9.6k 0.00% Unchanged
52 ROTHSCHILD INVESTMENT LLC 0.00% of their portfolio CHICAGO, IL 1717 $913 $913 0.00% Unchanged
53 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 55 $269 $269 0.00% Unchanged