Sowa Financial Group’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Sowa Financial Group’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
2020 Q4	–	Sell	-701	Closed	-$19K	–	241
2020 Q3	$19K	Buy	701 +4	+0.6%	+$111	0.01%	182
2020 Q2	$19K	Buy	697 +2	+0.3%	+$51	0.01%	178
2020 Q1	$16K	Sell	695 -562	-45%	-$16.7K	0.01%	172
2019 Q4	$41K	Buy	+1,257	New	+$40K	0.03%	129

Other funds holding OPPE

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

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

IWA

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

CSPIA

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

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Sowa Financial Group's OPPE Position: Q4 2020 in Review

Sowa Financial Group sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2020, closing a stake of 701 shares — an estimated $19K sold.

Sowa Financial Group first reported a position in OPPE in Q4 2019 and held it in 4 quarters. The position peaked at $41K in Q4 2019. 27 funds tracked by Wall St. Rank hold OPPE as of Q4 2020.

Sowa Financial Group reported no remaining WisdomTree European Opportunities Fund position as of Q4 2020 after selling out during the quarter.
Sowa Financial Group sold 701 WisdomTree European Opportunities Fund shares in Q4 2020, an estimated $19K.
Sowa Financial Group first reported a position in WisdomTree European Opportunities Fund in Q4 2019 and held it in 4 quarters.
Sowa Financial Group's WisdomTree European Opportunities Fund position peaked at $41K in Q4 2019.
27 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2020.

Based on Sowa Financial Group's 13F filing for Q4 2020, filed 15 Jan 2021.