RFWA
OPPE

RPg Family Wealth Advisory’s WisdomTree European Opportunities Fund OPPE Stock Holding History

RPg Family Wealth Advisory’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
2017
Q3 		– Sell
-526
Closed -$15.5K – 291
2017
Q2 		$15.5K Buy
+526
New +$15.6K 0.01% 265

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
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
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

RPg Family Wealth Advisory's OPPE Position: Q3 2017 in Review

RPg Family Wealth Advisory sold out of WisdomTree European Opportunities Fund (OPPE) in Q3 2017, closing a stake of 526 shares — an estimated $15.5K sold.

RPg Family Wealth Advisory first reported a position in OPPE in Q2 2017 and held it in 1 quarter. The position peaked at $15.5K in Q2 2017. 43 funds tracked by Wall St. Rank hold OPPE as of Q3 2017.

  • RPg Family Wealth Advisory reported no remaining WisdomTree European Opportunities Fund position as of Q3 2017 after selling out during the quarter.
  • RPg Family Wealth Advisory sold 526 WisdomTree European Opportunities Fund shares in Q3 2017, an estimated $15.5K.
  • RPg Family Wealth Advisory first reported a position in WisdomTree European Opportunities Fund in Q2 2017 and held it in 1 quarter.
  • RPg Family Wealth Advisory's WisdomTree European Opportunities Fund position peaked at $15.5K in Q2 2017.
  • 43 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q3 2017.

Based on RPg Family Wealth Advisory's 13F filing for Q3 2017, filed 8 Nov 2017.