EL
OPPE

EMFO LLC’s WisdomTree European Opportunities Fund OPPE Stock Holding History

EMFO LLC’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
2023
Q4 		– Sell
-1,000
Closed -$33K – 297
2023
Q3 		$33K Hold
1,000
– – 0.03% 175
2023
Q2 		$33.6K Hold
1,000
– – 0.03% 183
2023
Q1 		$33.9K Buy
+1,000
New +$34K 0.03% 184

Other funds holding OPPE

WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

EMFO LLC's OPPE Position: Q4 2023 in Review

EMFO LLC sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2023, closing a stake of 1,000 shares — an estimated $33K sold.

EMFO LLC first reported a position in OPPE in Q1 2023 and held it in 3 quarters. The position peaked at $33.9K in Q1 2023. 19 funds tracked by Wall St. Rank hold OPPE as of Q4 2023.

  • EMFO LLC reported no remaining WisdomTree European Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • EMFO LLC sold 1,000 WisdomTree European Opportunities Fund shares in Q4 2023, an estimated $33K.
  • EMFO LLC first reported a position in WisdomTree European Opportunities Fund in Q1 2023 and held it in 3 quarters.
  • EMFO LLC's WisdomTree European Opportunities Fund position peaked at $33.9K in Q1 2023.
  • 19 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2023.

Based on EMFO LLC's 13F filing for Q4 2023, filed 30 Jan 2024.