VFA
OPPE

Valeo Financial Advisors’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Valeo Financial 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
2020
Q3 		– Sell
-1,799
Closed -$48K – 1753
2020
Q2 		$48K Buy
+1,799
New +$46.3K ﹤0.01% 746

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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 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
CSPIA
Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's OPPE Position: Q3 2020 in Review

Valeo Financial Advisors sold out of WisdomTree European Opportunities Fund (OPPE) in Q3 2020, closing a stake of 1,799 shares — an estimated $48K sold.

Valeo Financial Advisors first reported a position in OPPE in Q2 2020 and held it in 1 quarter. The position peaked at $48K in Q2 2020. 27 funds tracked by Wall St. Rank hold OPPE as of Q3 2020.

  • Valeo Financial Advisors reported no remaining WisdomTree European Opportunities Fund position as of Q3 2020 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,799 WisdomTree European Opportunities Fund shares in Q3 2020, an estimated $48K.
  • Valeo Financial Advisors first reported a position in WisdomTree European Opportunities Fund in Q2 2020 and held it in 1 quarter.
  • Valeo Financial Advisors's WisdomTree European Opportunities Fund position peaked at $48K in Q2 2020.
  • 27 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.