Ahrens Investment Partners’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Ahrens Investment Partners’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	$12.1K	Buy	+356	New	+$12.1K	0.01%	582
2022 Q3	–	Sell	-356	Closed	-$11K	–	399
2022 Q2	$11K	Hold	356	–	–	﹤0.01%	618
2022 Q1	$12K	Hold	356	–	–	﹤0.01%	692
2021 Q4	$13K	Buy	+356	New	+$13K	0.01%	678

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Ahrens Investment Partners's OPPE Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in WisdomTree European Opportunities Fund (OPPE) in Q1 2023: 356 shares worth $12.1K. The stake represents 0.01% of the portfolio and ranks #582 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in OPPE as recently as Q2 2022.

Ahrens Investment Partners first reported a position in OPPE in Q4 2021 and has held it in 4 quarters since. The position peaked at $13K in Q4 2021. 23 funds tracked by Wall St. Rank hold OPPE as of Q1 2023.

Ahrens Investment Partners held 356 shares of WisdomTree European Opportunities Fund worth $12.1K as of Q1 2023.
WisdomTree European Opportunities Fund was a new Ahrens Investment Partners position in Q1 2023.
WisdomTree European Opportunities Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #582 holding.
Ahrens Investment Partners first reported a position in WisdomTree European Opportunities Fund in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's WisdomTree European Opportunities Fund position peaked at $13K in Q4 2021.
23 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.