Migdal Insurance & Financial Holdings’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Migdal Insurance & Financial Holdings’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	–	Sell	-577	Closed	-$18K	–	753
2019 Q3	$18K	Hold	577	–	–	﹤0.01%	656
2019 Q2	$17K	Hold	577	–	–	﹤0.01%	690
2019 Q1	$17K	Sell	577 -1,100	-66%	-$31.9K	﹤0.01%	649
2018 Q4	$44K	Sell	1,677 -4,800	-74%	-$134K	﹤0.01%	536
2018 Q3	$196K	Hold	6,477	–	–	﹤0.01%	524
2018 Q2	$195K	Sell	6,477 -423	-6%	-$13.3K	﹤0.01%	438
2018 Q1	$212K	Sell	6,900 -1,250	-15%	-$39.3K	0.01%	353
2017 Q4	$253K	Sell	8,150 -2,538	-24%	-$78.5K	0.01%	299
2017 Q3	$327K	Sell	10,688 -7,500	-41%	-$224K	0.01%	269
2017 Q2	$536K	Buy	18,188 +7,500	+70%	+$223K	0.01%	194
2017 Q1	$302K	Sell	10,688 -965	-8%	-$26K	0.01%	283
2016 Q4	$302K	Buy	+11,653	New	+$288K	0.01%	234

Other funds holding OPPE

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 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

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Migdal Insurance & Financial Holdings's OPPE Position: Q4 2019 in Review

Migdal Insurance & Financial Holdings sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2019, closing a stake of 577 shares — an estimated $18K sold.

Migdal Insurance & Financial Holdings first reported a position in OPPE in Q4 2016 and held it in 12 quarters. The position peaked at $536K in Q2 2017. 28 funds tracked by Wall St. Rank hold OPPE as of Q4 2019.

Migdal Insurance & Financial Holdings reported no remaining WisdomTree European Opportunities Fund position as of Q4 2019 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 577 WisdomTree European Opportunities Fund shares in Q4 2019, an estimated $18K.
Migdal Insurance & Financial Holdings first reported a position in WisdomTree European Opportunities Fund in Q4 2016 and held it in 12 quarters.
Migdal Insurance & Financial Holdings's WisdomTree European Opportunities Fund position peaked at $536K in Q2 2017.
28 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2019.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q4 2019, filed 13 Feb 2020.