South Shore Capital Advisors’s WisdomTree European Opportunities Fund OPPE Stock Holding History

South Shore Capital Advisors’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
2022 Q3	–	Sell	-7,706	Closed	-$237K	–	79
2022 Q2	$237K	Buy	7,706 +80	+1%	+$2.73K	0.5%	70
2022 Q1	$264K	Sell	7,626 -80	-1%	-$2.85K	0.43%	74
2021 Q4	$285K	Buy	7,706 +105	+1%	+$3.84K	0.47%	70
2021 Q3	$270K	Hold	7,601	–	–	0.49%	76
2021 Q2	$266K	Buy	7,601 +575	+8%	+$20.2K	0.47%	81
2021 Q1	$239K	Hold	7,026	–	–	0.24%	112
2020 Q4	$216K	Buy	+7,026	New	+$203K	0.21%	112

Other funds holding OPPE

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

IWA

Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

South Shore Capital Advisors's OPPE Position: Q3 2022 in Review

South Shore Capital Advisors sold out of WisdomTree European Opportunities Fund (OPPE) in Q3 2022, closing a stake of 7,706 shares — an estimated $237K sold.

South Shore Capital Advisors first reported a position in OPPE in Q4 2020 and held it in 7 quarters. The position peaked at $285K in Q4 2021. 23 funds tracked by Wall St. Rank hold OPPE as of Q3 2022.

South Shore Capital Advisors reported no remaining WisdomTree European Opportunities Fund position as of Q3 2022 after selling out during the quarter.
South Shore Capital Advisors sold 7,706 WisdomTree European Opportunities Fund shares in Q3 2022, an estimated $237K.
South Shore Capital Advisors first reported a position in WisdomTree European Opportunities Fund in Q4 2020 and held it in 7 quarters.
South Shore Capital Advisors's WisdomTree European Opportunities Fund position peaked at $285K in Q4 2021.
23 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q3 2022.

Based on South Shore Capital Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.