PVH
OPPE

Psagot Value Holdings’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Psagot Value 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
2018
Q1 		– Sell
-24,000
Closed -$746K – 347
2017
Q4 		$746K Sell
24,000
-53,970
-69% -$1.67M 0.03% 160
2017
Q3 		$2.4M Hold
77,970
– – 0.1% 113
2017
Q2 		$2.3M Hold
77,970
– – 0.1% 105
2017
Q1 		$2.21M Hold
77,970
– – 0.09% 107
2016
Q4 		$2.01M Hold
77,970
– – 0.09% 112
2016
Q3 		$1.9M Sell
77,970
-25,000
-24% -$603K 0.08% 115
2016
Q2 		$2.37M Hold
102,970
– – 0.1% 101
2016
Q1 		$2.46M Sell
102,970
-24,800
-19% -$569K 0.1% 125
2015
Q4 		$3.14M Sell
127,770
-87,200
-41% -$2.17M 0.11% 120
2015
Q3 		$5.04M Buy
214,970
+148,970
+226% +$3.72M 0.18% 88
2015
Q2 		$1.65M Buy
+66,000
New +$1.74M 0.05% 147

Other funds holding OPPE

WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return