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OPPE — WISDOMTREE TR

Reported value held$5.00M
Funds holding (latest)7
Sector—
Funds holding (Q2 2026)5
Institutional value$4.99M · 89.41K sh
New / Add / Cut / Exit1 / 2 / 1 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +15.0% (+11.69K sh)
Institutional value change Up +19.5%

As of Q2 2026, 5 SEC-registered investment managers reported holding OPPE (WISDOMTREE TR) in their latest 13F filings, with a combined reported value of $4.99M across 89.41K shares. That is +15.0% by share count (+11.69K shares) versus the previous quarter, while reported value moved +19.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 opened new positions, 2 added to existing stakes, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 5 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 32.39K $1.81M 0.00% Add
Bank of America Corp history 26.30K $1.47M 0.00% New
Citadel Advisors history 25.70K $1.43M 0.00% Reduce
Morgan Stanley history 2.83K $158.17K 0.00% Hold
Fidelity Management & Research (FMR) history 2.18K $121.43K 0.00% Add

Q1 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 47.29K $2.54M 0.00% New
UBS Group AG history 25.54K $1.37M 0.00% Add
Morgan Stanley history 2.83K $152.18K 0.00% Reduce
Fidelity Management & Research (FMR) history 2.05K $110.04K 0.00% Add

Q4 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 4.24K $217.51K 0.00% Hold
Bank of America Corp history 1.68K $86.10K 0.00% Reduce
Fidelity Management & Research (FMR) history 1.50K $77.04K 0.00% Add
UBS Group AG history 734 $37.70K 0.00% Reduce

Q3 2025 — 5 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 73.48K $3.59M 0.00% New
Morgan Stanley history 4.23K $206.91K 0.00% Add
Bank of America Corp history 3.81K $186.06K 0.00% Reduce
UBS Group AG history 1.31K $63.84K 0.00% Reduce
Fidelity Management & Research (FMR) history 101 $4.94K 0.00% New

Q2 2025 — 4 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 30.90K $1.44M 0.00% Reduce
Bank of America Corp history 4.46K $207.55K 0.00% Add
Morgan Stanley history 3.49K $162.70K 0.00% Reduce
Morgan Stanley history 3.49K $162.70K 0.00% Reduce

Q1 2025 — 4 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 34.52K $1.46M 0.00% Add
Morgan Stanley history 9.14K $386.81K 0.00% Add
Morgan Stanley history 9.14K $386.81K 0.00% Add
Bank of America Corp history 4.11K $174.02K 0.00% Add

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 7 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
UBS Group AG 32.39K 25.54K 734 1.31K 30.90K 34.52K 10.84K 13.20K 10.63K 11.55K 11.20K 11.14K 11.14K 12.05K 11.94K 12.39K 12.19K 13.30K 21.76K 16.16K
Bank of America Corp 26.30K — 1.68K 3.81K 4.46K 4.11K 3.54K 1.94K 1.90K 1.86K 1.69K 2.15K 2.17K 2.19K 2.73K 8.80K 9.60K 9.59K 8.80K 8.91K
Citadel Advisors 25.70K 47.29K — 73.48K — — — — — — 5.81K 14.36K 26.44K — — 32.29K — — — —
Morgan Stanley 2.83K 2.83K 4.24K 4.23K 3.49K 9.14K 2.88K 6.89K 5.54K 8.18K 8.28K 19.99K 32.46K 38.87K 31.61K 5.70K 54.03K 65.66K 8.67K 9.30K
Fidelity Management & Research (FMR) 2.18K 2.05K 1.50K 101 — — — 1 — — — — 1 — — 1 1 1 — —
JPMorgan Chase & Co — — — — — — — 41 — — — — — — — — — — — —
Wells Fargo & Co — — — — — — — — — — — 234 1.94K 1.94K 1.94K 1.94K 2.04K 2.53K 2.64K 2.53K

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