AIP
OPPE

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

Almanack 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
2018
Q4 		– Sell
-11,585
Closed -$334K – 243
2018
Q3 		$334K Buy
11,585
+978
+9% +$29.8K 0.09% 119
2018
Q2 		$319K Sell
10,607
-149,047
-93% -$4.69M 0.14% 73
2018
Q1 		$4.89M Buy
159,654
+1,945
+1% +$61.1K 1.88% 19
2017
Q4 		$4.94M Buy
157,709
+20,991
+15% +$649K 1.95% 18
2017
Q3 		$4.2M Buy
136,718
+19,620
+17% +$586K 2.04% 17
2017
Q2 		$3.45M Buy
117,098
+28,568
+32% +$849K 1.93% 13
2017
Q1 		$2.5M Sell
88,530
-25,857
-23% -$696K 1.87% 11
2016
Q4 		$2.95M Buy
+114,387
New +$2.83M 2.47% 13

Other funds holding OPPE

JCM
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WMG
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UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return