Kestra Private Wealth Services’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Kestra Private Wealth Services’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	-9,217	Closed	-$341K	–	1011
2021 Q4	$341K	Sell	9,217 -157	-2%	-$5.75K	0.02%	720
2021 Q3	$333K	Sell	9,374 -22	-0.2%	-$798	0.02%	661
2021 Q2	$329K	Sell	9,396 -547	-6%	-$19.3K	0.02%	640
2021 Q1	$338K	Buy	+9,943	New	+$323K	0.02%	567

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

Kestra Private Wealth Services's OPPE Position: Q1 2022 in Review

Kestra Private Wealth Services sold out of WisdomTree European Opportunities Fund (OPPE) in Q1 2022, closing a stake of 9,217 shares — an estimated $341K sold.

Kestra Private Wealth Services first reported a position in OPPE in Q1 2021 and held it in 4 quarters. The position peaked at $341K in Q4 2021. 24 funds tracked by Wall St. Rank hold OPPE as of Q1 2022.

Kestra Private Wealth Services reported no remaining WisdomTree European Opportunities Fund position as of Q1 2022 after selling out during the quarter.
Kestra Private Wealth Services sold 9,217 WisdomTree European Opportunities Fund shares in Q1 2022, an estimated $341K.
Kestra Private Wealth Services first reported a position in WisdomTree European Opportunities Fund in Q1 2021 and held it in 4 quarters.
Kestra Private Wealth Services's WisdomTree European Opportunities Fund position peaked at $341K in Q4 2021.
24 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q1 2022.

Based on Kestra Private Wealth Services's 13F filing for Q1 2022, filed 26 May 2022.