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

IFP 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
2019 Q1	$20K	Sell	650 -400	-38%	-$11.6K	﹤0.01%	1350
2018 Q4	$28K	Hold	1,050	–	–	﹤0.01%	1935
2018 Q3	$32K	Hold	1,050	–	–	﹤0.01%	2163
2018 Q2	$32K	Hold	1,050	–	–	﹤0.01%	2174
2018 Q1	$33K	Hold	1,050	–	–	﹤0.01%	2051
2017 Q4	$33K	Sell	1,050 -800	-43%	-$24.8K	﹤0.01%	2076
2017 Q3	$57K	Sell	1,850 -665	-26%	-$19.9K	﹤0.01%	1914
2017 Q2	$74K	Sell	2,515 -1,475	-37%	-$43.8K	﹤0.01%	1705
2017 Q1	$113K	Sell	3,990 -1,000	-20%	-$26.9K	﹤0.01%	1418
2016 Q4	$129K	Sell	4,990 -1,350	-21%	-$33.4K	0.01%	1295
2016 Q3	$155K	Hold	6,340	–	–	0.01%	1131
2016 Q2	$146K	Buy	6,340 +5,690	+875%	+$137K	0.01%	1134
2016 Q1	$20K	Sell	650 -6,090	-90%	-$140K	﹤0.01%	1350
2015 Q4	$166K	Buy	+6,740	New	+$168K	0.01%	920

Other funds holding OPPE

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

WMG

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

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

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

CCA

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

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

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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

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

IFP Advisors's OPPE Position: Q1 2019 in Review

IFP Advisors reduced its WisdomTree European Opportunities Fund (OPPE) stake by 38% in Q1 2019, selling an estimated $11.6K and leaving 650 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

IFP Advisors first reported a position in OPPE in Q4 2015 and has held it in 14 quarters since. The position peaked at $166K in Q4 2015. 31 funds tracked by Wall St. Rank hold OPPE as of Q1 2019.

IFP Advisors held 650 shares of WisdomTree European Opportunities Fund worth $20K as of Q1 2019.
IFP Advisors sold 400 WisdomTree European Opportunities Fund shares in Q1 2019, an estimated $11.6K.
WisdomTree European Opportunities Fund made up ﹤0.01% of IFP Advisors's portfolio in Q1 2019, its #1350 holding.
IFP Advisors first reported a position in WisdomTree European Opportunities Fund in Q4 2015 and has held it in 14 quarters since.
IFP Advisors's WisdomTree European Opportunities Fund position peaked at $166K in Q4 2015.
31 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.