LTFS
OPPE

Ladenburg Thalmann Financial Services’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Ladenburg Thalmann Financial 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
2019
Q4 		$95K Sell
2,701
-7,640
-74% -$243K ﹤0.01% 3044
2019
Q3 		$314K Buy
10,341
+49
+0.5% +$1.46K ﹤0.01% 2136
2019
Q2 		$310K Sell
10,292
-1,500
-13% -$45.7K ﹤0.01% 2125
2019
Q1 		$355K Hold
11,792
– – ﹤0.01% 1954
2018
Q4 		$312K Sell
11,792
-17,701
-60% -$494K ﹤0.01% 1882
2018
Q3 		$893K Buy
29,493
+42
+0.1% +$1.28K 0.01% 1194
2018
Q2 		$904K Hold
29,451
– – 0.01% 1133
2018
Q1 		$904K Sell
29,451
-6,700
-19% -$210K 0.01% 1133
2017
Q4 		$1.12M Sell
36,151
-4,507
-11% -$139K 0.01% 1002
2017
Q3 		$1.25M Sell
40,658
-5,930
-13% -$177K 0.01% 863
2017
Q2 		$1.37M Sell
46,588
-78,181
-63% -$2.32M 0.02% 766
2017
Q1 		$3.53M Sell
124,769
-26,305
-17% -$708K 0.04% 365
2016
Q4 		$3.9M Buy
151,074
+3,073
+2% +$75.9K 0.05% 313
2016
Q3 		$3.61M Buy
148,001
+20,262
+16% +$488K 0.05% 314
2016
Q2 		$2.94M Buy
127,739
+1,192
+0.9% +$28.6K 0.05% 351
2016
Q1 		$3.02M Sell
126,547
-1,847
-1% -$42.4K 0.05% 323
2015
Q4 		$3.15M Buy
128,394
+3,467
+3% +$86.5K 0.06% 298
2015
Q3 		$2.93M Sell
124,927
-3,038
-2% -$75.8K 0.06% 299
2015
Q2 		$3.21M Buy
127,965
+105,420
+468% +$2.77M 0.06% 317
2015
Q1 		$587K Buy
+22,545
New +$581K 0.01% 952

Other funds holding OPPE

WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Ladenburg Thalmann Financial Services's OPPE Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its WisdomTree European Opportunities Fund (OPPE) stake by 74% in Q4 2019, selling an estimated $243K and leaving 2,701 shares worth $95K. The position accounts for ﹤0.01% of the portfolio, ranked #3044.

Ladenburg Thalmann Financial Services first reported a position in OPPE in Q1 2015 and has held it in 20 quarters since. The position peaked at $3.9M in Q4 2016. 28 funds tracked by Wall St. Rank hold OPPE as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 2,701 shares of WisdomTree European Opportunities Fund worth $95K as of Q4 2019.
  • Ladenburg Thalmann Financial Services sold 7,640 WisdomTree European Opportunities Fund shares in Q4 2019, an estimated $243K.
  • WisdomTree European Opportunities Fund made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3044 holding.
  • Ladenburg Thalmann Financial Services first reported a position in WisdomTree European Opportunities Fund in Q1 2015 and has held it in 20 quarters since.
  • Ladenburg Thalmann Financial Services's WisdomTree European Opportunities Fund position peaked at $3.9M in Q4 2016.
  • 28 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.