Wealthcare Advisory Partners’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Wealthcare Advisory Partners’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 Q2	–	Sell	-86	Closed	-$2K	–	631
2020 Q1	$2K	Sell	86 -15	-15%	-$447	﹤0.01%	1283
2019 Q4	$3K	Hold	101	–	–	﹤0.01%	1194
2019 Q3	$3K	Hold	101	–	–	﹤0.01%	1147
2019 Q2	$3K	Sell	101 -470	-82%	-$14.3K	﹤0.01%	1139
2019 Q1	$17K	Hold	571	–	–	﹤0.01%	696
2018 Q4	$15K	Hold	571	–	–	﹤0.01%	696
2018 Q3	$17K	Sell	571 -7,150	-93%	-$218K	﹤0.01%	717
2018 Q2	$232K	Hold	7,721	–	–	0.05%	195
2018 Q1	$237K	Hold	7,721	–	–	0.05%	179
2017 Q4	$240K	Buy	7,721 +514	+7%	+$15.9K	0.06%	157
2017 Q3	$221K	Buy	+7,207	New	+$215K	0.07%	139

Other funds holding OPPE

WMG

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

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

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

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 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 $13.7B AUM 21.52% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wealthcare Advisory Partners's OPPE Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of WisdomTree European Opportunities Fund (OPPE) in Q2 2020, closing a stake of 86 shares — an estimated $2K sold.

Wealthcare Advisory Partners first reported a position in OPPE in Q3 2017 and held it in 11 quarters. The position peaked at $240K in Q4 2017. 29 funds tracked by Wall St. Rank hold OPPE as of Q2 2020.

Wealthcare Advisory Partners reported no remaining WisdomTree European Opportunities Fund position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 86 WisdomTree European Opportunities Fund shares in Q2 2020, an estimated $2K.
Wealthcare Advisory Partners first reported a position in WisdomTree European Opportunities Fund in Q3 2017 and held it in 11 quarters.
Wealthcare Advisory Partners's WisdomTree European Opportunities Fund position peaked at $240K in Q4 2017.
29 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.