Woodard & Company Asset Management Group’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Woodard & Company Asset Management 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
2018 Q4	–	Sell	-200	Closed	-$6K	–	82
2018 Q3	$6K	Hold	200	–	–	0.01%	187
2018 Q2	$6.01K	Hold	200	–	–	0.01%	161
2018 Q1	$6K	Hold	200	–	–	0.01%	163
2017 Q4	$6K	Buy	+200	New	+$6.19K	0.01%	186

Other funds holding OPPE

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Woodard & Company Asset Management Group's OPPE Position: Q4 2018 in Review

Woodard & Company Asset Management Group sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2018, closing a stake of 200 shares — an estimated $6K sold.

Woodard & Company Asset Management Group first reported a position in OPPE in Q4 2017 and held it in 4 quarters. The position peaked at $6.01K in Q2 2018. 31 funds tracked by Wall St. Rank hold OPPE as of Q4 2018.

Woodard & Company Asset Management Group reported no remaining WisdomTree European Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Woodard & Company Asset Management Group sold 200 WisdomTree European Opportunities Fund shares in Q4 2018, an estimated $6K.
Woodard & Company Asset Management Group first reported a position in WisdomTree European Opportunities Fund in Q4 2017 and held it in 4 quarters.
Woodard & Company Asset Management Group's WisdomTree European Opportunities Fund position peaked at $6.01K in Q2 2018.
31 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2018.

Based on Woodard & Company Asset Management Group's 13F filing for Q4 2018, filed 1 Feb 2019.