PFM
OPPE

Peak Financial Management’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Peak Financial 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
2016
Q4 		– Sell
-289,541
Closed -$7.07M – 41
2016
Q3 		$7.07M Sell
289,541
-26,917
-9% -$649K 3.06% 14
2016
Q2 		$7.28M Buy
+316,458
New +$7.6M 3.25% 12
2015
Q4 		$8.57M Buy
+349,038
New +$8.7M 3.92% 10

Other funds holding OPPE

UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Peak Financial Management's OPPE Position: Q4 2016 in Review

Peak Financial Management sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2016, closing a stake of 289,541 shares — an estimated $7.07M sold.

Peak Financial Management first reported a position in OPPE in Q4 2015 and held it in 3 quarters. The position peaked at $8.57M in Q4 2015. 38 funds tracked by Wall St. Rank hold OPPE as of Q4 2016.

  • Peak Financial Management reported no remaining WisdomTree European Opportunities Fund position as of Q4 2016 after selling out during the quarter.
  • Peak Financial Management sold 289,541 WisdomTree European Opportunities Fund shares in Q4 2016, an estimated $7.07M.
  • Peak Financial Management first reported a position in WisdomTree European Opportunities Fund in Q4 2015 and held it in 3 quarters.
  • Peak Financial Management's WisdomTree European Opportunities Fund position peaked at $8.57M in Q4 2015.
  • 38 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2016.

Based on Peak Financial Management's 13F filing for Q4 2016, filed 15 Feb 2017.