EAMA
OPPE

EFG Asset Management (Americas)’s WisdomTree European Opportunities Fund OPPE Stock Holding History

EFG Asset Management (Americas)’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
2016
Q4 		– Sell
-2,781
Closed -$68K – 108
2016
Q3 		$68K Buy
+2,781
New +$67K 0.03% 108

Other funds holding OPPE

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 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 $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

EFG Asset Management (Americas)'s OPPE Position: Q4 2016 in Review

EFG Asset Management (Americas) sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2016, closing a stake of 2,781 shares — an estimated $68K sold.

EFG Asset Management (Americas) first reported a position in OPPE in Q3 2016 and held it in 1 quarter. The position peaked at $68K in Q3 2016. 38 funds tracked by Wall St. Rank hold OPPE as of Q4 2016.

  • EFG Asset Management (Americas) reported no remaining WisdomTree European Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 2,781 WisdomTree European Opportunities Fund shares in Q4 2016, an estimated $68K.
  • EFG Asset Management (Americas) first reported a position in WisdomTree European Opportunities Fund in Q3 2016 and held it in 1 quarter.
  • EFG Asset Management (Americas)'s WisdomTree European Opportunities Fund position peaked at $68K in Q3 2016.
  • 38 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2016.

Based on EFG Asset Management (Americas)'s 13F filing for Q4 2016, filed 14 Feb 2017.