SFG
OPPE

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 $508M AUM 18.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IWA
Intercontinental Wealth Advisors San Antonio, Texas $419M AUM 22.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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.