VWM
OPPE

Venturi Wealth Management’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Venturi Wealth Management’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
2024
Q2 		– Sell
-28
Closed -$1.08K – 1504
2024
Q1 		$1.08K Buy
+28
New +$1.02K ﹤0.01% 1345

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
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Venturi Wealth Management's OPPE Position: Q2 2024 in Review

Venturi Wealth Management sold out of WisdomTree European Opportunities Fund (OPPE) in Q2 2024, closing a stake of 28 shares — an estimated $1.08K sold.

Venturi Wealth Management first reported a position in OPPE in Q1 2024 and held it in 1 quarter. The position peaked at $1.08K in Q1 2024. 20 funds tracked by Wall St. Rank hold OPPE as of Q2 2024.

  • Venturi Wealth Management reported no remaining WisdomTree European Opportunities Fund position as of Q2 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 28 WisdomTree European Opportunities Fund shares in Q2 2024, an estimated $1.08K.
  • Venturi Wealth Management first reported a position in WisdomTree European Opportunities Fund in Q1 2024 and held it in 1 quarter.
  • Venturi Wealth Management's WisdomTree European Opportunities Fund position peaked at $1.08K in Q1 2024.
  • 20 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2024.

Based on Venturi Wealth Management's 13F filing for Q2 2024, filed 19 Jul 2024.