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OPPE

WisdomTree European Opportunities Fund
OPPE

43 hedge funds and large institutions have $68.2M invested in WisdomTree European Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

5% more funds holding

Funds holding: 41 → 43 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less capital invested

Capital invested by funds: $71.5M → $68.2M (-$3.28M)

1.37% less ownership

Funds ownership: 45.33% → 43.96% (-1.4%)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
15
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$2.32M
2
Jane Street
Jane Street
New York
+$2.3M
3
SG Americas Securities
SG Americas Securities
New York
+$1.54M
4
Creative Planning
Creative Planning
Kansas
+$605K
5
AIP
Almanack Investment Partners
Pennsylvania
+$586K

Top Sellers

Rank Fund Capital Flow
1
UBS AM
UBS AM
Illinois
-$8.8M
2
UBS Group
UBS Group
Switzerland
-$1.7M
3
Morgan Stanley
Morgan Stanley
New York
-$1.48M
4
Citigroup
Citigroup
New York
-$1.45M
5
FA
FDx Advisors
Illinois
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAP
26
Wealthcare Advisory Partners
Pennsylvania
$221K +$215K +7,207 New
FTUS
27
Flow Traders U.S.
New York
$219K -$302K -10,128 -59%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$206K +$200K +6,706 New
HighTower Advisors
29
HighTower Advisors
Illinois
$202K +$196K +6,558 New
TIM
30
Tortoise Investment Management
New York
$141K – – –
Wells Fargo
31
Wells Fargo
California
$111K +$23.1K +775 +27%
VNA
32
Valley National Advisers
Pennsylvania
$85K – – –
Citigroup
33
Citigroup
New York
$64K -$1.45M -48,670 -96%
IA
34
IFP Advisors
Florida
$57K -$19.9K -665 -26%
RPG
35
Risk Paradigm Group
Texas
$39.4K +$25.6K +856 +201%
AG
36
Advisor Group
Arizona
$21K +$2.98K +100 +17%
BTIS
37
BB&T Investment Services
North Carolina
$9K -$1.88K -63 -18%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$8K – – –
SEI Investments
39
SEI Investments
Pennsylvania
$7K +$5.91K +198 +495%
HI
40
Hudock Inc
Pennsylvania
$6K +$6.12K +205 New
First Manhattan
41
First Manhattan
New York
$4K – – –
FANJ
42
Financial Architects (New Jersey)
New Jersey
$4K +$1.79K +60 +75%
ClearBridge Investments
43
ClearBridge Investments
New York
$3K +$3.13K +105 New
FA
44
FDx Advisors
Illinois
– -$386K -13,089 Closed
Citadel Advisors
45
Citadel Advisors
Florida
– -$369K -12,529 Closed
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
– -$236K -8,003 Closed
EB
47
Eastern Bank
Massachusetts
– -$213K -7,241 Closed
RFWA
48
RPg Family Wealth Advisory
Massachusetts
– -$15.5K -526 Closed
1
2

OPPE Hedge Fund Activity: Q3 2017 in Review

43 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q3 2017, worth a combined $68.2M — down 4.6% from $71.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OPPE positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $2.32M. The largest seller was UBS AM, cutting an estimated $8.8M.

  • 43 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q3 2017, up from 41 in Q2 2017.
  • Funds reported $68.2M of WisdomTree European Opportunities Fund stock for Q3 2017, down 4.6% quarter-over-quarter.
  • 7 funds opened new WisdomTree European Opportunities Fund positions in Q3 2017 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q3 2017 was Bank of America, an estimated $2.32M added.
  • The largest WisdomTree European Opportunities Fund seller in Q3 2017 was UBS AM, an estimated $8.8M sold.

Based on aggregated 13F filings for Q3 2017.