Northwestern Mutual Wealth Management’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Northwestern Mutual Wealth 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 Q2	–	Sell	-237	Closed	-$9.11K	–	3588
2024 Q1	$9.11K	Buy	+237	New	+$8.64K	﹤0.01%	2669
2018 Q4	–	Sell	-63	Closed	-$2K	–	2453
2018 Q3	$2K	Sell	63 -1,868	-97%	-$56.9K	﹤0.01%	2269
2018 Q2	$58K	Buy	+1,931	New	+$60.7K	﹤0.01%	1188

Other funds holding OPPE

WMG

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

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Berkeley Inc Boise, Idaho $298M AUM 9.4% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management's OPPE Position: Q2 2024 in Review

Northwestern Mutual Wealth Management sold out of WisdomTree European Opportunities Fund (OPPE) in Q2 2024, closing a stake of 237 shares — an estimated $9.11K sold.

Northwestern Mutual Wealth Management first reported a position in OPPE in Q2 2018 and held it in 3 quarters. The position peaked at $58K in Q2 2018. 20 funds tracked by Wall St. Rank hold OPPE as of Q2 2024.

Northwestern Mutual Wealth Management reported no remaining WisdomTree European Opportunities Fund position as of Q2 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 237 WisdomTree European Opportunities Fund shares in Q2 2024, an estimated $9.11K.
Northwestern Mutual Wealth Management first reported a position in WisdomTree European Opportunities Fund in Q2 2018 and held it in 3 quarters.
Northwestern Mutual Wealth Management's WisdomTree European Opportunities Fund position peaked at $58K in Q2 2018.
20 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2024, filed 16 Aug 2024.