Bank of Montreal
OPPE

Bank of Montreal’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Bank of Montreal’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
Q2 		– Sell
-100
Closed -$3.53K – 4061
2023
Q1 		$3.53K Buy
100
+4
+4% +$136 ﹤0.01% 3686
2022
Q4 		$3.03K Buy
+96
New +$2.92K ﹤0.01% 3871

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
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of Montreal's OPPE Position: Q2 2023 in Review

Bank of Montreal sold out of WisdomTree European Opportunities Fund (OPPE) in Q2 2023, closing a stake of 100 shares — an estimated $3.53K sold.

Bank of Montreal first reported a position in OPPE in Q4 2022 and held it in 2 quarters. The position peaked at $3.53K in Q1 2023. 21 funds tracked by Wall St. Rank hold OPPE as of Q2 2023.

  • Bank of Montreal reported no remaining WisdomTree European Opportunities Fund position as of Q2 2023 after selling out during the quarter.
  • Bank of Montreal sold 100 WisdomTree European Opportunities Fund shares in Q2 2023, an estimated $3.53K.
  • Bank of Montreal first reported a position in WisdomTree European Opportunities Fund in Q4 2022 and held it in 2 quarters.
  • Bank of Montreal's WisdomTree European Opportunities Fund position peaked at $3.53K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2023.

Based on Bank of Montreal's 13F filing for Q2 2023, filed 2 Aug 2023.