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 $536M AUM 19.75% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Psagot Value Holdings's OPPE Position: Q1 2018 in Review

Psagot Value Holdings sold out of WisdomTree European Opportunities Fund (OPPE) in Q1 2018, closing a stake of 24,000 shares — an estimated $746K sold.

Psagot Value Holdings first reported a position in OPPE in Q2 2015 and held it in 11 quarters. The position peaked at $5.04M in Q3 2015. 43 funds tracked by Wall St. Rank hold OPPE as of Q1 2018.

Psagot Value Holdings reported no remaining WisdomTree European Opportunities Fund position as of Q1 2018 after selling out during the quarter.
Psagot Value Holdings sold 24,000 WisdomTree European Opportunities Fund shares in Q1 2018, an estimated $746K.
Psagot Value Holdings first reported a position in WisdomTree European Opportunities Fund in Q2 2015 and held it in 11 quarters.
Psagot Value Holdings's WisdomTree European Opportunities Fund position peaked at $5.04M in Q3 2015.
43 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q1 2018.

Based on Psagot Value Holdings's 13F filing for Q1 2018, filed 7 May 2018.