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OPPE

WisdomTree European Opportunities Fund
OPPE

36 hedge funds and large institutions have $75M invested in WisdomTree European Opportunities Fund in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 36 → 36 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

3.72% less ownership

Funds ownership: 38.29% → 34.57% (-3.7%)

11% less capital invested

Capital invested by funds: $83.9M → $75M (-$8.96M)

47% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 19

Holders
36
Holders Change
–
Holders Change %
0%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
4
Increased
10
Reduced
19
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PVH
Psagot Value Holdings
Israel
+$3.72M
2
Morgan Stanley
Morgan Stanley
New York
+$3.29M
3
3AM
3D Asset Management
Connecticut
+$1.92M
4
HSBC Holdings
HSBC Holdings
United Kingdom
+$1.35M
5
Citigroup
Citigroup
New York
+$1M

Top Sellers

1
Jane Street
Jane Street
New York
-$4.57M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.59M
3
Bank of America
Bank of America
North Carolina
-$2.48M
4
JP Morgan Chase
JP Morgan Chase
New York
-$1.93M
5
BW
Bison Wealth
Georgia
-$1.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAAM
26
Baker Avenue Asset Management
California
$403K -$65.4K -2,620 -13%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$397K -$319K -12,775 -43%
WRM
28
Westport Resources Management
Connecticut
$300K -$18.4K -738 -5%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$206K +$219K +8,772 New
CFA
30
Carroll Financial Associates
North Carolina
$116K – – –
VNA
31
Valley National Advisers
Pennsylvania
$93K -$9.41K -377 -9%
Creative Planning
32
Creative Planning
Kansas
$72K -$638K -25,558 -89%
TIM
33
Tortoise Investment Management
New York
$31K +$14.4K +575 +77%
US Bancorp
34
US Bancorp
Minnesota
$14K +$14.9K +595 New
AIG
35
American International Group
New York
$12K – – –
Wells Fargo
36
Wells Fargo
California
$2K -$2.5K -100 -50%
BW
37
Bison Wealth
Georgia
– -$1.13M -45,050 Closed
VKH
38
Virtu KCG Holdings
New York
– -$527K -21,010 Closed
HighTower Advisors
39
HighTower Advisors
Illinois
– -$281K -11,225 Closed
CS
40
Credit Suisse
Switzerland
– -$247K -9,850 Closed
1
2

OPPE Hedge Fund Activity: Q3 2015 in Review

36 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q3 2015, worth a combined $75M — down 11% from $83.9M a quarter earlier.

Fund positioning in OPPE was balanced in Q3 2015: 4 funds opened new positions, 4 closed out, 10 added to existing stakes and 19 trimmed.

The largest buyer was Psagot Value Holdings, adding an estimated $3.72M. The largest seller was Jane Street, cutting an estimated $4.57M.

  • 36 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q3 2015, unchanged from Q2 2015.
  • Funds reported $75M of WisdomTree European Opportunities Fund stock for Q3 2015, down 11% quarter-over-quarter.
  • 4 funds opened new WisdomTree European Opportunities Fund positions in Q3 2015 and 4 closed out, a net change of 0 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q3 2015 was Psagot Value Holdings, an estimated $3.72M added.
  • The largest WisdomTree European Opportunities Fund seller in Q3 2015 was Jane Street, an estimated $4.57M sold.

Based on aggregated 13F filings for Q3 2015.