OMC
OPPE

Old Mission Capital’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Old Mission Capital’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
-13,640
Closed -$525K – 1406
2024
Q1 		$525K Sell
13,640
-1,216
-8% -$44.3K 0.01% 714
2023
Q4 		$535K Buy
14,856
+724
+5% +$24.5K 0.01% 751
2023
Q3 		$467K Buy
14,132
+5,975
+73% +$202K 0.01% 724
2023
Q2 		$274K Buy
+8,157
New +$279K 0.01% 863
2023
Q1 		– Sell
-33,291
Closed -$1.04M – 1518
2022
Q4 		$1.04M Buy
33,291
+22,009
+195% +$670K 0.03% 490
2022
Q3 		$309K Sell
11,282
-25,522
-69% -$784K 0.01% 686
2022
Q2 		$1.13M Sell
36,804
-3,831
-9% -$131K 0.03% 505
2022
Q1 		$1.41M Buy
40,635
+34,897
+608% +$1.24M 0.04% 373
2021
Q4 		$212K Buy
+5,738
New +$210K 0.01% 838
2021
Q3 		– Sell
-5,754
Closed -$201K – 1050
2021
Q2 		$201K Buy
+5,754
New +$202K 0.01% 867
2018
Q4 		– Sell
-45,641
Closed -$1.38M – 315
2018
Q3 		$1.38M Buy
45,641
+26,907
+144% +$820K 0.24% 80
2018
Q2 		$563K Buy
18,734
+1,044
+6% +$32.8K 0.06% 116
2018
Q1 		$543K Buy
17,690
+3,091
+21% +$97.1K 0.07% 138
2017
Q4 		$454K Sell
14,599
-3,726
-20% -$115K 0.03% 252
2017
Q3 		$563K Buy
+18,325
New +$547K 0.05% 188
2017
Q2 		– Sell
-48,592
Closed -$1.37M – 301
2017
Q1 		$1.37M Buy
+48,592
New +$1.31M 0.15% 113
2016
Q4 		– Sell
-10,031
Closed -$245K – 398
2016
Q3 		$245K Sell
10,031
-6,834
-41% -$165K 0.02% 324
2016
Q2 		$388K Sell
16,865
-2,015
-11% -$48.4K 0.03% 225
2016
Q1 		$451K Buy
+18,880
New +$433K 0.04% 168
2015
Q4 		– Sell
-19,814
Closed -$464K – 299
2015
Q3 		$464K Sell
19,814
-34,234
-63% -$854K 0.06% 131
2015
Q2 		$1.35M Buy
54,048
+563
+1% +$14.8K 0.17% 57
2015
Q1 		$1.39M Buy
+53,485
New +$1.38M 0.33% 65

Other funds holding OPPE

WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Corient Private Wealth
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
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
AA
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Old Mission Capital's OPPE Position: Q2 2024 in Review

Old Mission Capital sold out of WisdomTree European Opportunities Fund (OPPE) in Q2 2024, closing a stake of 13,640 shares — an estimated $525K sold.

Old Mission Capital first reported a position in OPPE in Q1 2015 and held it in 22 quarters. The position peaked at $1.41M in Q1 2022. 20 funds tracked by Wall St. Rank hold OPPE as of Q2 2024.

  • Old Mission Capital reported no remaining WisdomTree European Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Old Mission Capital sold 13,640 WisdomTree European Opportunities Fund shares in Q2 2024, an estimated $525K.
  • Old Mission Capital first reported a position in WisdomTree European Opportunities Fund in Q1 2015 and held it in 22 quarters.
  • Old Mission Capital's WisdomTree European Opportunities Fund position peaked at $1.41M in Q1 2022.
  • 20 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2024.

Based on Old Mission Capital's 13F filing for Q2 2024, filed 14 Aug 2024.