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OPPE

WisdomTree European Opportunities Fund
OPPE

38 hedge funds and large institutions have $105M invested in WisdomTree European Opportunities Fund in 2016 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.75% more ownership

Funds ownership: 56.86% → 59.6% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 40 → 38 (-2)

9% less capital invested

Capital invested by funds: $115M → $105M (-$10.5M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

56% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 18

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
8
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VKH
Virtu KCG Holdings
New York
+$777K
2
Citadel Advisors
Citadel Advisors
Florida
+$681K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$299K
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$288K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$75.9K

Top Sellers

1
UBS AM
UBS AM
Illinois
-$7.47M
2
PFM
Peak Financial Management
Massachusetts
-$7.07M
3
Jane Street
Jane Street
New York
-$3.33M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$788K
5
UBS Group
UBS Group
Switzerland
-$541K
Name Holding Trade Value Shares
Change 		Change in
Stake
FTUS
26
Flow Traders U.S.
New York
$297K -$325K -13,146 -53%
LPL Financial
27
LPL Financial
California
$276K -$33.1K -1,338 -11%
M&T Bank
28
M&T Bank
New York
$250K -$10.4K -421 -4%
CFA
29
Carroll Financial Associates
North Carolina
$142K -$27.2K -1,100 -17%
IA
30
IFP Advisors
Florida
$129K -$33.4K -1,350 -21%
VNA
31
Valley National Advisers
Pennsylvania
$96K -$6.18K -250 -6%
TIM
32
Tortoise Investment Management
New York
$92K -$18.5K -750 -17%
AG
33
Advisor Group
Arizona
$13K – – –
Wells Fargo
34
Wells Fargo
California
$13K – – –
RPG
35
Risk Paradigm Group
Texas
$11K -$1.98K -80 -16%
BTIS
36
BB&T Investment Services
North Carolina
$10K +$8.82K +357 New
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$5K +$4.57K +185 New
First Manhattan
38
First Manhattan
New York
$3K – – –
PFM
39
Peak Financial Management
Massachusetts
– -$7.07M -289,541 Closed
OMC
40
Old Mission Capital
Illinois
– -$245K -10,031 Closed
Commonwealth Equity Services
41
Commonwealth Equity Services
Massachusetts
– -$203K -8,303 Closed
EAMA
42
EFG Asset Management (Americas)
Florida
– -$68K -2,781 Closed
Mariner
43
Mariner
Kansas
– -$40K -1,644 Closed
MWP
44
MYCIO Wealth Partners
Pennsylvania
– -$2K -100 Closed
1
2

OPPE Hedge Fund Activity: Q4 2016 in Review

38 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q4 2016, worth a combined $105M — down 9.1% from $115M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of OPPE and 4 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 8 added.

The largest buyer was Virtu KCG Holdings, adding an estimated $777K. The largest seller was UBS AM, cutting an estimated $7.47M.

  • 38 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q4 2016, down from 40 in Q3 2016.
  • Funds reported $105M of WisdomTree European Opportunities Fund stock for Q4 2016, down 9.1% quarter-over-quarter.
  • 4 funds opened new WisdomTree European Opportunities Fund positions in Q4 2016 and 6 closed out, a net change of -2 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q4 2016 was Virtu KCG Holdings, an estimated $777K added.
  • The largest WisdomTree European Opportunities Fund seller in Q4 2016 was UBS AM, an estimated $7.47M sold.

Based on aggregated 13F filings for Q4 2016.