CAPTRUST Financial Advisors’s WisdomTree European Opportunities Fund OPPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-708
| Closed | -$22K | – | 2674 |
|
|
2022
Q2 | $22K | Hold |
708
| – | – | ﹤0.01% | 3314 |
|
|
2022
Q1 | $25K | Buy |
708
+183
| +35% | +$6.46K | ﹤0.01% | 3256 |
|
|
2021
Q4 | $19K | Hold |
525
| – | – | ﹤0.01% | 3306 |
|
|
2021
Q3 | $19K | Hold |
525
| – | – | ﹤0.01% | 3195 |
|
|
2021
Q2 | $18K | Hold |
525
| – | – | ﹤0.01% | 3169 |
|
|
2021
Q1 | $18K | Hold |
525
| – | – | ﹤0.01% | 3067 |
|
|
2020
Q4 | $16K | Sell |
525
-175
| -25% | -$5.33K | ﹤0.01% | 2353 |
|
|
2020
Q3 | $19K | Hold |
700
| – | – | ﹤0.01% | 1992 |
|
|
2020
Q2 | $19K | Buy |
+700
| New | +$19K | ﹤0.01% | 1952 |
|