EB
OPPE

Eastern Bank’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Eastern Bank’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
2017
Q3 		– Sell
-7,241
Closed -$213K – 210
2017
Q2 		$213K Sell
7,241
-1,062
-13% -$31.6K 0.02% 202
2017
Q1 		$234K Sell
8,303
-360,084
-98% -$9.69M 0.02% 197
2016
Q4 		$9.51M Buy
368,387
+905
+0.2% +$22.4K 0.74% 64
2016
Q3 		$8.97M Buy
367,482
+7,617
+2% +$184K 0.72% 63
2016
Q2 		$8.28M Buy
359,865
+8,890
+3% +$214K 0.67% 63
2016
Q1 		$8.39M Buy
+350,975
New +$8.05M 0.68% 62

Other funds holding OPPE

WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return