FDx Advisors’s WisdomTree European Opportunities Fund OPPE Stock Holding History

FDx Advisors’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	-13,089	Closed	-$386K	–	1259
2017 Q2	$386K	Sell	13,089 -10,762	-45%	-$320K	0.01%	873
2017 Q1	$675K	Sell	23,851 -123,467	-84%	-$3.32M	0.02%	666
2016 Q4	$3.81M	Sell	147,318 -10,418	-7%	-$257K	0.11%	174
2016 Q3	$3.85M	Sell	157,736 -1,719	-1%	-$41.4K	0.16%	110
2016 Q2	$3.67M	Sell	159,455 -31,335	-16%	-$753K	0.17%	108
2016 Q1	$4.56M	Buy	+190,790	New	+$4.38M	0.21%	90

Other funds holding OPPE

WMG

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

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

Jane Street New York $777B 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 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

FDx Advisors's OPPE Position: Q3 2017 in Review

FDx Advisors sold out of WisdomTree European Opportunities Fund (OPPE) in Q3 2017, closing a stake of 13,089 shares — an estimated $386K sold.

FDx Advisors first reported a position in OPPE in Q1 2016 and held it in 6 quarters. The position peaked at $4.56M in Q1 2016. 43 funds tracked by Wall St. Rank hold OPPE as of Q3 2017.

FDx Advisors reported no remaining WisdomTree European Opportunities Fund position as of Q3 2017 after selling out during the quarter.
FDx Advisors sold 13,089 WisdomTree European Opportunities Fund shares in Q3 2017, an estimated $386K.
FDx Advisors first reported a position in WisdomTree European Opportunities Fund in Q1 2016 and held it in 6 quarters.
FDx Advisors's WisdomTree European Opportunities Fund position peaked at $4.56M in Q1 2016.
43 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q3 2017.

Based on FDx Advisors's 13F filing for Q3 2017, filed 3 Nov 2017.