Advisor Group’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Advisor Group’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
2019 Q4	–	Sell	-100	Closed	-$3K	–	5342
2019 Q3	$3K	Hold	100	–	–	﹤0.01%	4829
2019 Q2	$3K	Sell	100 -4,017	-98%	-$122K	﹤0.01%	4853
2019 Q1	$124K	Buy	4,117 +4,017	+4,017%	+$117K	﹤0.01%	2670
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	4706
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	4739
2018 Q2	$3K	Hold	100	–	–	﹤0.01%	4539
2018 Q1	$3K	Sell	100 -400	-80%	-$12.6K	﹤0.01%	4571
2017 Q4	$15K	Sell	500 -200	-29%	-$6.19K	﹤0.01%	3853
2017 Q3	$21K	Buy	700 +100	+17%	+$2.98K	﹤0.01%	3531
2017 Q2	$18K	Buy	600 +100	+20%	+$2.97K	﹤0.01%	3554
2017 Q1	$14K	Hold	500	–	–	﹤0.01%	3584
2016 Q4	$13K	Hold	500	–	–	﹤0.01%	3485
2016 Q3	$12K	Hold	500	–	–	﹤0.01%	3443
2016 Q2	$11K	Buy	+500	New	+$12K	﹤0.01%	3421

Other funds holding OPPE

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Advisor Group's OPPE Position: Q4 2019 in Review

Advisor Group sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2019, closing a stake of 100 shares — an estimated $3K sold.

Advisor Group first reported a position in OPPE in Q2 2016 and held it in 14 quarters. The position peaked at $124K in Q1 2019. 28 funds tracked by Wall St. Rank hold OPPE as of Q4 2019.

Advisor Group reported no remaining WisdomTree European Opportunities Fund position as of Q4 2019 after selling out during the quarter.
Advisor Group sold 100 WisdomTree European Opportunities Fund shares in Q4 2019, an estimated $3K.
Advisor Group first reported a position in WisdomTree European Opportunities Fund in Q2 2016 and held it in 14 quarters.
Advisor Group's WisdomTree European Opportunities Fund position peaked at $124K in Q1 2019.
28 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.