Eaton Vance Management’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Eaton Vance Management’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
2022 Q1	–	Sell	-461	Closed	-$17K	–	2078
2021 Q4	$17K	Hold	461	–	–	﹤0.01%	2424
2021 Q3	$16K	Hold	461	–	–	﹤0.01%	1671
2021 Q2	$16K	Hold	461	–	–	﹤0.01%	2467
2021 Q1	$16K	Buy	+461	New	+$15K	﹤0.01%	2170

Other funds holding OPPE

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WMG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IWA

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Eaton Vance Management's OPPE Position: Q1 2022 in Review

Eaton Vance Management sold out of WisdomTree European Opportunities Fund (OPPE) in Q1 2022, closing a stake of 461 shares — an estimated $17K sold.

Eaton Vance Management first reported a position in OPPE in Q1 2021 and held it in 4 quarters. The position peaked at $17K in Q4 2021. 24 funds tracked by Wall St. Rank hold OPPE as of Q1 2022.

Eaton Vance Management reported no remaining WisdomTree European Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Eaton Vance Management sold 461 WisdomTree European Opportunities Fund shares in Q1 2022, an estimated $17K.
Eaton Vance Management first reported a position in WisdomTree European Opportunities Fund in Q1 2021 and held it in 4 quarters.
Eaton Vance Management's WisdomTree European Opportunities Fund position peaked at $17K in Q4 2021.
24 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q1 2022.

Based on Eaton Vance Management's 13F filing for Q1 2022, filed 16 May 2022.