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Wisdomtree Tr eur hdg smlcap shares owned by BridgePort Financial Solutions

Quarter-by-quarter ownership of Wisdomtree Tr eur hdg smlcap (OPPE) shares owned by BridgePort Financial Solutions from 13F filings

Historical chart of BridgePort Financial Solutions investment in Wisdomtree Tr eur hdg smlcap

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr eur hdg smlcap held by BridgePort Financial Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr eur hdg smlcap by BridgePort Financial Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 4.2k 51.36
2025-09-30 $206k 4.2k 48.88

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Ishares Tr Core S&p500 Etf (IVV)
Putnam Etf Trust Focused Lar Cap (PVAL)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Msci Usa Min Vol (USMV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)

View all positions for BridgePort Financial Solutions

Top funds holding Wisdomtree Tr eur hdg smlcap

LPL Financial
Sonoma Allocations
Stephens
Cathy Pareto & Associates
Catalytic Wealth RIA
WESCAP Management
Citadel Advisors
Jane Street
Spinnaker Investment Group
CI Private Wealth
D.A. Davidson & Co.
Johnson Investment Counsel
Janney Montgomery Scott
Quantinno Capital Management
Goss Wealth Management

View all funds holding Wisdomtree Tr eur hdg smlcap