SPWG
OPPE

Syntegra Private Wealth Group’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Syntegra Private Wealth 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
2023
Q4 		– Sell
-650,176
Closed -$21.5M – 131
2023
Q3 		$21.5M Buy
650,176
+32,880
+5% +$1.11M 3.37% 9
2023
Q2 		$20.8M Buy
617,296
+62,545
+11% +$2.14M 3.18% 9
2023
Q1 		$18.8M Buy
+554,751
New +$18.8M 3.34% 9

Other funds holding OPPE

WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
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
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

Syntegra Private Wealth Group's OPPE Position: Q4 2023 in Review

Syntegra Private Wealth Group sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2023, closing a stake of 650,176 shares — an estimated $21.5M sold.

Syntegra Private Wealth Group first reported a position in OPPE in Q1 2023 and held it in 3 quarters. The position peaked at $21.5M in Q3 2023. 19 funds tracked by Wall St. Rank hold OPPE as of Q4 2023.

  • Syntegra Private Wealth Group reported no remaining WisdomTree European Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Syntegra Private Wealth Group sold 650,176 WisdomTree European Opportunities Fund shares in Q4 2023, an estimated $21.5M.
  • Syntegra Private Wealth Group first reported a position in WisdomTree European Opportunities Fund in Q1 2023 and held it in 3 quarters.
  • Syntegra Private Wealth Group's WisdomTree European Opportunities Fund position peaked at $21.5M in Q3 2023.
  • 19 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2023.

Based on Syntegra Private Wealth Group's 13F filing for Q4 2023, filed 18 Jan 2024.