Wells Fargo
OPPE

Wells Fargo’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Wells Fargo’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
-234
Closed -$7.73K – 7626
2023
Q3 		$7.73K Sell
234
-1,703
-88% -$57.6K ﹤0.01% 5854
2023
Q2 		$65.2K Hold
1,937
– – ﹤0.01% 5291
2023
Q1 		$65.6K Hold
1,937
– – ﹤0.01% 5021
2022
Q4 		$60.5K Hold
1,937
– – ﹤0.01% 4784
2022
Q3 		$53K Sell
1,937
-100
-5% -$3.07K ﹤0.01% 4926
2022
Q2 		$63K Sell
2,037
-494
-20% -$16.8K ﹤0.01% 4914
2022
Q1 		$87K Sell
2,531
-113
-4% -$4.02K ﹤0.01% 5393
2021
Q4 		$98K Buy
2,644
+113
+4% +$4.14K ﹤0.01% 5652
2021
Q3 		$90K Hold
2,531
– – ﹤0.01% 5427
2021
Q2 		$88K Hold
2,531
– – ﹤0.01% 5340
2021
Q1 		$86K Hold
2,531
– – ﹤0.01% 5553
2020
Q4 		$78K Hold
2,531
– – ﹤0.01% 5444
2020
Q3 		$69K Hold
2,531
– – ﹤0.01% 5394
2020
Q2 		$68K Hold
2,531
– – ﹤0.01% 5381
2020
Q1 		$58K Sell
2,531
-1,275
-33% -$38K ﹤0.01% 5286
2019
Q4 		$125K Hold
3,806
– – ﹤0.01% 5194
2019
Q3 		$116K Buy
3,806
+179
+5% +$5.35K ﹤0.01% 5248
2019
Q2 		$110K Hold
3,627
– – ﹤0.01% 5261
2019
Q1 		$110K Hold
3,627
– – ﹤0.01% 5096
2018
Q4 		$96K Sell
3,627
-321
-8% -$8.96K ﹤0.01% 5299
2018
Q3 		$120K Hold
3,948
– – ﹤0.01% 5268
2018
Q2 		$119K Hold
3,948
– – ﹤0.01% 5305
2018
Q1 		$121K Buy
3,948
+301
+8% +$9.46K ﹤0.01% 5227
2017
Q4 		$114K Buy
3,647
+25
+0.7% +$773 ﹤0.01% 5247
2017
Q3 		$111K Buy
3,622
+775
+27% +$23.1K ﹤0.01% 5191
2017
Q2 		$84K Buy
2,847
+578
+25% +$17.2K ﹤0.01% 5240
2017
Q1 		$64K Buy
2,269
+1,769
+354% +$47.6K ﹤0.01% 5360
2016
Q4 		$13K Hold
500
– – ﹤0.01% 5733
2016
Q3 		$12K Sell
500
-365
-42% -$8.8K ﹤0.01% 5720
2016
Q2 		$19K Sell
865
-372
-30% -$8.94K ﹤0.01% 5506
2016
Q1 		$29K Buy
1,237
+837
+209% +$19.2K ﹤0.01% 5411
2015
Q4 		$9K Buy
400
+300
+300% +$7.48K ﹤0.01% 5756
2015
Q3 		$2K Sell
100
-100
-50% -$2.5K ﹤0.01% 5986
2015
Q2 		$5K Buy
+200
New +$5.26K ﹤0.01% 6010

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

Wells Fargo's OPPE Position: Q4 2023 in Review

Wells Fargo sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2023, closing a stake of 234 shares — an estimated $7.73K sold.

Wells Fargo first reported a position in OPPE in Q2 2015 and held it in 34 quarters. The position peaked at $125K in Q4 2019. 19 funds tracked by Wall St. Rank hold OPPE as of Q4 2023.

  • Wells Fargo reported no remaining WisdomTree European Opportunities Fund position as of Q4 2023 after selling out during the quarter.
  • Wells Fargo sold 234 WisdomTree European Opportunities Fund shares in Q4 2023, an estimated $7.73K.
  • Wells Fargo first reported a position in WisdomTree European Opportunities Fund in Q2 2015 and held it in 34 quarters.
  • Wells Fargo's WisdomTree European Opportunities Fund position peaked at $125K in Q4 2019.
  • 19 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2023.

Based on Wells Fargo's 13F filing for Q4 2023, filed 9 Feb 2024.