CSPIA
OPPE

Cary Street Partners Investment Advisory’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Cary Street Partners Investment Advisory’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
2024
Q4 		– Sell
-15,326
Closed -$598K – 569
2024
Q3 		$598K Hold
15,326
– – 0.02% 462
2024
Q2 		$577K Hold
15,326
– – 0.02% 442
2024
Q1 		$589K Hold
15,326
– – 0.02% 424
2023
Q4 		$552K Hold
15,326
– – 0.03% 404
2023
Q3 		$506K Buy
15,326
+209
+1% +$7.07K 0.03% 396
2023
Q2 		$509K Sell
15,117
-867
-5% -$29.7K 0.03% 359
2023
Q1 		$541K Hold
15,984
– – 0.04% 325
2022
Q4 		$499K Sell
15,984
-1,121
-7% -$34.1K 0.04% 334
2022
Q3 		$469K Hold
17,105
– – 0.04% 320
2022
Q2 		$527K Hold
17,105
– – 0.04% 296
2022
Q1 		$593K Hold
17,105
– – 0.16% 136
2021
Q4 		$633K Sell
17,105
-612
-3% -$22.4K 0.18% 131
2021
Q3 		$630K Sell
17,717
-1,384
-7% -$50.2K 0.21% 114
2021
Q2 		$668K Sell
19,101
-928
-5% -$32.7K 0.22% 108
2021
Q1 		$680K Sell
20,029
-412
-2% -$13.4K 0.28% 92
2020
Q4 		$628K Sell
20,441
-6,744
-25% -$195K 0.12% 157
2020
Q3 		$741K Buy
+27,185
New +$752K 0.16% 150

Other funds holding OPPE

CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Cary Street Partners Investment Advisory's OPPE Position: Q4 2024 in Review

Cary Street Partners Investment Advisory sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2024, closing a stake of 15,326 shares — an estimated $598K sold.

Cary Street Partners Investment Advisory first reported a position in OPPE in Q3 2020 and held it in 17 quarters. The position peaked at $741K in Q3 2020. 24 funds tracked by Wall St. Rank hold OPPE as of Q4 2024.

  • Cary Street Partners Investment Advisory reported no remaining WisdomTree European Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 15,326 WisdomTree European Opportunities Fund shares in Q4 2024, an estimated $598K.
  • Cary Street Partners Investment Advisory first reported a position in WisdomTree European Opportunities Fund in Q3 2020 and held it in 17 quarters.
  • Cary Street Partners Investment Advisory's WisdomTree European Opportunities Fund position peaked at $741K in Q3 2020.
  • 24 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2024, filed 14 Feb 2025.