SEI Investments
OPPE

SEI Investments’s WisdomTree European Opportunities Fund OPPE Stock Holding History

SEI Investments’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
Q3 		– Sell
-40
Closed -$1K – 2740
2018
Q2 		$1K Hold
40
– – ﹤0.01% 3444
2018
Q1 		$1K Hold
40
– – ﹤0.01% 3314
2017
Q4 		$1K Sell
40
-198
-83% -$6.13K ﹤0.01% 3196
2017
Q3 		$7K Buy
238
+198
+495% +$5.91K ﹤0.01% 2767
2017
Q2 		$1K Buy
+40
New +$1.19K ﹤0.01% 2928

Other funds holding OPPE

JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
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
CCA
Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SEI Investments's OPPE Position: Q3 2018 in Review

SEI Investments sold out of WisdomTree European Opportunities Fund (OPPE) in Q3 2018, closing a stake of 40 shares — an estimated $1K sold.

SEI Investments first reported a position in OPPE in Q2 2017 and held it in 5 quarters. The position peaked at $7K in Q3 2017. 37 funds tracked by Wall St. Rank hold OPPE as of Q3 2018.

  • SEI Investments reported no remaining WisdomTree European Opportunities Fund position as of Q3 2018 after selling out during the quarter.
  • SEI Investments sold 40 WisdomTree European Opportunities Fund shares in Q3 2018, an estimated $1K.
  • SEI Investments first reported a position in WisdomTree European Opportunities Fund in Q2 2017 and held it in 5 quarters.
  • SEI Investments's WisdomTree European Opportunities Fund position peaked at $7K in Q3 2017.
  • 37 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q3 2018.

Based on SEI Investments's 13F filing for Q3 2018, filed 8 Nov 2018.