Financial Architects (New Jersey)’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Financial Architects (New Jersey)’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
2018 Q1	–	Sell	-140	Closed	-$4K	–	1437
2017 Q4	$4K	Hold	140	–	–	﹤0.01%	1326
2017 Q3	$4K	Buy	140 +60	+75%	+$1.79K	﹤0.01%	1303
2017 Q2	$2K	Buy	+80	New	+$2.38K	﹤0.01%	1421

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

AIP

Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return

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

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Financial Architects (New Jersey)'s OPPE Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of WisdomTree European Opportunities Fund (OPPE) in Q1 2018, closing a stake of 140 shares — an estimated $4K sold.

Financial Architects (New Jersey) first reported a position in OPPE in Q2 2017 and held it in 3 quarters. The position peaked at $4K in Q4 2017. 43 funds tracked by Wall St. Rank hold OPPE as of Q1 2018.

Financial Architects (New Jersey) reported no remaining WisdomTree European Opportunities Fund position as of Q1 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 140 WisdomTree European Opportunities Fund shares in Q1 2018, an estimated $4K.
Financial Architects (New Jersey) first reported a position in WisdomTree European Opportunities Fund in Q2 2017 and held it in 3 quarters.
Financial Architects (New Jersey)'s WisdomTree European Opportunities Fund position peaked at $4K in Q4 2017.
43 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.