OPPE — WISDOMTREE TR
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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| 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)
- Bank of America Corp 26.30K sh · $1.47M
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 7 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 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 |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details