IFP Advisors’s WisdomTree European Opportunities Fund OPPE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3712 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3450 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3363 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3259 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3128 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3008 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 2998 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3069 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3232 |
|
|
2019
Q1 | $20K | Sell |
650
-400
| -38% | -$12.3K | ﹤0.01% | 1350 |
|
|
2018
Q4 | $28K | Hold |
1,050
| – | – | ﹤0.01% | 1914 |
|
|
2018
Q3 | $32K | Hold |
1,050
| – | – | ﹤0.01% | 2146 |
|
|
2018
Q2 | $32K | Hold |
1,050
| – | – | ﹤0.01% | 2151 |
|
|
2018
Q1 | $33K | Hold |
1,050
| – | – | ﹤0.01% | 2051 |
|
|
2017
Q4 | $33K | Sell |
1,050
-800
| -43% | -$25.1K | ﹤0.01% | 2046 |
|
|
2017
Q3 | $57K | Sell |
1,850
-665
| -26% | -$20.5K | ﹤0.01% | 1899 |
|
|
2017
Q2 | $74K | Sell |
2,515
-1,475
| -37% | -$43.4K | ﹤0.01% | 1691 |
|
|
2017
Q1 | $113K | Sell |
3,990
-1,000
| -20% | -$28.3K | ﹤0.01% | 1412 |
|
|
2016
Q4 | $129K | Sell |
4,990
-1,350
| -21% | -$34.9K | 0.01% | 1292 |
|
|
2016
Q3 | $155K | Hold |
6,340
| – | – | 0.01% | 1128 |
|
|
2016
Q2 | $146K | Buy |
6,340
+5,690
| +875% | +$131K | 0.01% | 1132 |
|
|
2016
Q1 | $20K | Sell |
650
-6,090
| -90% | -$187K | ﹤0.01% | 1350 |
|
|
2015
Q4 | $166K | Buy |
+6,740
| New | +$166K | 0.01% | 918 |
|