Zions Bancorporation’s WisdomTree European Opportunities Fund OPPE Stock Holding History

Zions Bancorporation’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
2021 Q3	–	Sell	-438	Closed	-$15K	–	1028
2021 Q2	$15K	Hold	438	–	–	﹤0.01%	647
2021 Q1	$15K	Hold	438	–	–	﹤0.01%	623
2020 Q4	$13K	Hold	438	–	–	﹤0.01%	625
2020 Q3	$12K	Buy	+438	New	+$12.1K	﹤0.01%	635

Other funds holding OPPE

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WMG

WESCAP Management Group Glendale, California $508M AUM 18.98% 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

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

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Zions Bancorporation's OPPE Position: Q3 2021 in Review

Zions Bancorporation sold out of WisdomTree European Opportunities Fund (OPPE) in Q3 2021, closing a stake of 438 shares — an estimated $15K sold.

Zions Bancorporation first reported a position in OPPE in Q3 2020 and held it in 4 quarters. The position peaked at $15K in Q2 2021. 23 funds tracked by Wall St. Rank hold OPPE as of Q3 2021.

Zions Bancorporation reported no remaining WisdomTree European Opportunities Fund position as of Q3 2021 after selling out during the quarter.
Zions Bancorporation sold 438 WisdomTree European Opportunities Fund shares in Q3 2021, an estimated $15K.
Zions Bancorporation first reported a position in WisdomTree European Opportunities Fund in Q3 2020 and held it in 4 quarters.
Zions Bancorporation's WisdomTree European Opportunities Fund position peaked at $15K in Q2 2021.
23 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q3 2021.

Based on Zions Bancorporation's 13F filing for Q3 2021, filed 10 Nov 2021.