AWM
OPPE

Activest Wealth Management’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Activest Wealth Management’s Portfolio OPPE Stock Details OPPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,834
Closed -$57.2K – 394
2022
Q4 		$57.2K Hold
1,834
– – 0.02% 176
2022
Q3 		$50K Buy
+1,834
New +$56.4K 0.02% 179

Other funds holding OPPE

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Activest Wealth Management's OPPE Position: Q1 2023 in Review

Activest Wealth Management sold out of WisdomTree European Opportunities Fund (OPPE) in Q1 2023, closing a stake of 1,834 shares — an estimated $57.2K sold.

Activest Wealth Management first reported a position in OPPE in Q3 2022 and held it in 2 quarters. The position peaked at $57.2K in Q4 2022. 23 funds tracked by Wall St. Rank hold OPPE as of Q1 2023.

  • Activest Wealth Management reported no remaining WisdomTree European Opportunities Fund position as of Q1 2023 after selling out during the quarter.
  • Activest Wealth Management sold 1,834 WisdomTree European Opportunities Fund shares in Q1 2023, an estimated $57.2K.
  • Activest Wealth Management first reported a position in WisdomTree European Opportunities Fund in Q3 2022 and held it in 2 quarters.
  • Activest Wealth Management's WisdomTree European Opportunities Fund position peaked at $57.2K in Q4 2022.
  • 23 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q1 2023.

Based on Activest Wealth Management's 13F filing for Q1 2023, filed 18 Apr 2023.