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OPPE

WisdomTree European Opportunities Fund
OPPE

41 hedge funds and large institutions have $71.5M invested in WisdomTree European Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

0% more funds holding

Funds holding: 41 → 41 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

7.61% less ownership

Funds ownership: 52.94% → 45.33% (-7.6%)

13% less capital invested

Capital invested by funds: $82.3M → $71.5M (-$10.8M)

Holders
41
Holders Change
–
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
10
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$1.89M
2
TCM
Tradition Capital Management
New Jersey
+$1.45M
3
AIP
Almanack Investment Partners
Pennsylvania
+$849K
4
FTUS
Flow Traders U.S.
New York
+$512K
5
Morgan Stanley
Morgan Stanley
New York
+$490K

Top Sellers

1
UBS AM
UBS AM
Illinois
-$7.61M
2
Jane Street
Jane Street
New York
-$4.5M
3
LTFS
Ladenburg Thalmann Financial Services
Florida
-$2.32M
4
CA
Cetera Advisors
Colorado
-$1.67M
5
OMC
Old Mission Capital
Illinois
-$1.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
M&T Bank
26
M&T Bank
New York
$286K – – –
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$236K +$238K +8,003 New
EB
28
Eastern Bank
Massachusetts
$213K -$31.6K -1,062 -13%
TIM
29
Tortoise Investment Management
New York
$135K +$29.7K +1,000 +28%
Wells Fargo
30
Wells Fargo
California
$84K +$17.2K +578 +25%
VNA
31
Valley National Advisers
Pennsylvania
$82K – – –
IA
32
IFP Advisors
Florida
$74K -$43.8K -1,475 -37%
Creative Planning
33
Creative Planning
Kansas
$26K +$26.6K +895 New
AG
34
Advisor Group
Arizona
$18K +$2.97K +100 +20%
RFWA
35
RPg Family Wealth Advisory
Massachusetts
$15.5K +$15.6K +526 New
RPG
36
Risk Paradigm Group
Texas
$12.6K – – –
BTIS
37
BB&T Investment Services
North Carolina
$11K – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$8K +$2.67K +90 +49%
First Manhattan
39
First Manhattan
New York
$3K – – –
FANJ
40
Financial Architects (New Jersey)
New Jersey
$2K +$2.38K +80 New
SEI Investments
41
SEI Investments
Pennsylvania
$1K +$1.19K +40 New
CA
42
Cetera Advisors
Colorado
– -$1.67M -59,014 Closed
OMC
43
Old Mission Capital
Illinois
– -$1.37M -48,592 Closed
SG Americas Securities
44
SG Americas Securities
New York
– -$1.28M -45,261 Closed
VKH
45
Virtu KCG Holdings
New York
– -$553K -19,541 Closed
CAN
46
Cetera Advisor Networks
California
– -$280K -9,916 Closed
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
– -$200K -7,079 Closed
CFA
48
Carroll Financial Associates
North Carolina
– -$155K -5,500 Closed
CPIG
49
Chicago Partners Investment Group
Illinois
– -$28K -1,001 Closed
1
2

OPPE Hedge Fund Activity: Q2 2017 in Review

41 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q2 2017, worth a combined $71.5M — down 13% from $82.3M a quarter earlier.

Fund positioning in OPPE was balanced in Q2 2017: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $1.89M. The largest seller was UBS AM, cutting an estimated $7.61M.

  • 41 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $71.5M of WisdomTree European Opportunities Fund stock for Q2 2017, down 13% quarter-over-quarter.
  • 8 funds opened new WisdomTree European Opportunities Fund positions in Q2 2017 and 8 closed out, a net change of 0 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q2 2017 was UBS Group, an estimated $1.89M added.
  • The largest WisdomTree European Opportunities Fund seller in Q2 2017 was UBS AM, an estimated $7.61M sold.

Based on aggregated 13F filings for Q2 2017.