Interchange Capital Partners’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Interchange Capital Partners’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
2021 Q1	–	Sell	-62	Closed	-$1K	–	498
2020 Q4	$1K	Buy	+62	New	+$1.79K	﹤0.01%	1143

Other funds holding OPPE

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Interchange Capital Partners's OPPE Position: Q1 2021 in Review

Interchange Capital Partners sold out of WisdomTree European Opportunities Fund (OPPE) in Q1 2021, closing a stake of 62 shares — an estimated $1K sold.

Interchange Capital Partners first reported a position in OPPE in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 30 funds tracked by Wall St. Rank hold OPPE as of Q1 2021.

Interchange Capital Partners reported no remaining WisdomTree European Opportunities Fund position as of Q1 2021 after selling out during the quarter.
Interchange Capital Partners sold 62 WisdomTree European Opportunities Fund shares in Q1 2021, an estimated $1K.
Interchange Capital Partners first reported a position in WisdomTree European Opportunities Fund in Q4 2020 and held it in 1 quarter.
Interchange Capital Partners's WisdomTree European Opportunities Fund position peaked at $1K in Q4 2020.
30 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.