International Assets Investment Management’s WisdomTree European Opportunities Fund OPPE Stock Holding History

International Assets Investment Management’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
2024 Q3	–	Sell	-232	Closed	-$8.74K	–	1944
2024 Q2	$8.74K	Buy	+232	New	+$9.1K	﹤0.01%	1707
2020 Q4	–	Sell	-12,778	Closed	-$697K	–	2089
2020 Q3	$697K	Buy	+12,778	New	+$353K	0.17%	125
2020 Q2	–	Sell	-13,943	Closed	-$649K	–	408
2020 Q1	$649K	Buy	+13,943	New	+$415K	0.2%	105

Other funds holding OPPE

WMG

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

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 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

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 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

International Assets Investment Management's OPPE Position: Q3 2024 in Review

International Assets Investment Management sold out of WisdomTree European Opportunities Fund (OPPE) in Q3 2024, closing a stake of 232 shares — an estimated $8.74K sold.

International Assets Investment Management first reported a position in OPPE in Q1 2020 and held it in 3 quarters. The position peaked at $697K in Q3 2020. 24 funds tracked by Wall St. Rank hold OPPE as of Q3 2024.

International Assets Investment Management reported no remaining WisdomTree European Opportunities Fund position as of Q3 2024 after selling out during the quarter.
International Assets Investment Management sold 232 WisdomTree European Opportunities Fund shares in Q3 2024, an estimated $8.74K.
International Assets Investment Management first reported a position in WisdomTree European Opportunities Fund in Q1 2020 and held it in 3 quarters.
International Assets Investment Management's WisdomTree European Opportunities Fund position peaked at $697K in Q3 2020.
24 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.