Founders Financial Alliance’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Founders Financial Alliance’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	-663	Closed	-$25K	–	449
2021 Q4	$25K	Sell	663 -160	-19%	-$5.86K	0.01%	394
2021 Q3	$29K	Hold	823	–	–	0.01%	359
2021 Q2	$29K	Hold	823	–	–	0.01%	378
2021 Q1	$29K	Buy	+823	New	+$26.7K	0.01%	365
2020 Q4	–	Sell	-823	Closed	-$22K	–	691
2020 Q3	$22K	Buy	+823	New	+$22.8K	0.01%	553

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

Founders Financial Alliance's OPPE Position: Q1 2022 in Review

Founders Financial Alliance sold out of WisdomTree European Opportunities Fund (OPPE) in Q1 2022, closing a stake of 663 shares — an estimated $25K sold.

Founders Financial Alliance first reported a position in OPPE in Q3 2020 and held it in 5 quarters. The position peaked at $29K in Q3 2021. 24 funds tracked by Wall St. Rank hold OPPE as of Q1 2022.

Founders Financial Alliance reported no remaining WisdomTree European Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Founders Financial Alliance sold 663 WisdomTree European Opportunities Fund shares in Q1 2022, an estimated $25K.
Founders Financial Alliance first reported a position in WisdomTree European Opportunities Fund in Q3 2020 and held it in 5 quarters.
Founders Financial Alliance's WisdomTree European Opportunities Fund position peaked at $29K in Q3 2021.
24 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q1 2022.

Based on Founders Financial Alliance's 13F filing for Q1 2022, filed 12 May 2022.