Clearwater Capital Advisors’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Clearwater Capital Advisors’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
2021 Q1	–	Sell	-7,901	Closed	-$243K	–	162
2020 Q4	$243K	Hold	7,901	–	–	0.03%	140
2020 Q3	$215K	Sell	7,901 -4,461	-36%	-$123K	0.03%	133
2020 Q2	$332K	Sell	12,362 -10,621	-46%	-$273K	0.06%	109
2020 Q1	$528K	Sell	22,983 -14,918	-39%	-$444K	0.11%	89
2019 Q4	$1.25M	Sell	37,901 -16,548	-30%	-$527K	0.21%	78
2019 Q3	$1.65M	Sell	54,449 -20,786	-28%	-$621K	0.29%	78
2019 Q2	$2.27M	Sell	75,235 -15,412	-17%	-$470K	0.41%	67
2019 Q1	$2.73M	Sell	90,647 -20,233	-18%	-$587K	0.51%	66
2018 Q4	$2.93M	Sell	110,880 -33,157	-23%	-$926K	0.64%	51
2018 Q3	$4.36M	Sell	144,037 -3,225	-2%	-$98.3K	0.85%	31
2018 Q2	$4.42M	Buy	147,262 +9,118	+7%	+$287K	0.91%	29
2018 Q1	$4.24M	Buy	138,144 +14,541	+12%	+$457K	0.88%	31
2017 Q4	$3.84M	Buy	123,603 +4,341	+4%	+$134K	0.84%	36
2017 Q3	$3.67M	Buy	119,262 +16,817	+16%	+$502K	0.85%	35
2017 Q2	$3.03M	Buy	102,445 +9,991	+11%	+$297K	0.77%	42
2017 Q1	$2.61M	Buy	92,454 +23,218	+34%	+$625K	0.71%	40
2016 Q4	$1.83M	Buy	69,236 +2,618	+4%	+$64.7K	0.63%	47
2016 Q3	$1.62M	Buy	66,618 +8,401	+14%	+$202K	0.57%	49
2016 Q2	$1.29M	Buy	+58,217	New	+$1.4M	0.48%	56

Other funds holding OPPE

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

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

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

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

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Clearwater Capital Advisors's OPPE Position: Q1 2021 in Review

Clearwater Capital Advisors sold out of WisdomTree European Opportunities Fund (OPPE) in Q1 2021, closing a stake of 7,901 shares — an estimated $243K sold.

Clearwater Capital Advisors first reported a position in OPPE in Q2 2016 and held it in 19 quarters. The position peaked at $4.42M in Q2 2018. 30 funds tracked by Wall St. Rank hold OPPE as of Q1 2021.

Clearwater Capital Advisors reported no remaining WisdomTree European Opportunities Fund position as of Q1 2021 after selling out during the quarter.
Clearwater Capital Advisors sold 7,901 WisdomTree European Opportunities Fund shares in Q1 2021, an estimated $243K.
Clearwater Capital Advisors first reported a position in WisdomTree European Opportunities Fund in Q2 2016 and held it in 19 quarters.
Clearwater Capital Advisors's WisdomTree European Opportunities Fund position peaked at $4.42M in Q2 2018.
30 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q1 2021.

Based on Clearwater Capital Advisors's 13F filing for Q1 2021, filed 21 Apr 2021.