Creative Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-21,167
| Closed | -$650K | – | 1904 |
|
|
2017
Q3 | $650K | Buy |
21,167
+20,272
| +2,265% | +$623K | ﹤0.01% | 910 |
|
|
2017
Q2 | $26K | Buy |
+895
| New | +$26K | ﹤0.01% | 2957 |
|
|
2016
Q1 | – | Sell |
-3,060
| Closed | -$75K | – | 4243 |
|
|
2015
Q4 | $75K | Hold |
3,060
| – | – | ﹤0.01% | 1789 |
|
|
2015
Q3 | $72K | Sell |
3,060
-25,558
| -89% | -$601K | ﹤0.01% | 1781 |
|
|
2015
Q2 | $717K | Buy |
28,618
+26,554
| +1,287% | +$665K | 0.01% | 568 |
|
|
2015
Q1 | $54K | Buy |
+2,064
| New | +$54K | ﹤0.01% | 1964 |
|