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OPPE

WisdomTree European Opportunities Fund
OPPE

44 hedge funds and large institutions have $63.9M invested in WisdomTree European Opportunities Fund in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 13 increasing their positions, 14 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

2% more funds holding

Funds holding: 43 → 44 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 14

4.47% less ownership

Funds ownership: 43.96% → 39.49% (-4.5%)

6% less capital invested

Capital invested by funds: $68.2M → $63.9M (-$4.34M)

Holders
44
Holders Change
+1
Holders Change %
+2.33%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
13
Reduced
14
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$898K
2
Bank of America
Bank of America
North Carolina
+$753K
3
AIP
Almanack Investment Partners
Pennsylvania
+$649K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$440K
5
WMG
WESCAP Management Group
California
+$332K

Top Sellers

1
PVH
Psagot Value Holdings
Israel
-$1.67M
2
SG Americas Securities
SG Americas Securities
New York
-$1.58M
3
TCM
Tradition Capital Management
New Jersey
-$1.53M
4
Morgan Stanley
Morgan Stanley
New York
-$1.43M
5
Creative Planning
Creative Planning
Kansas
-$650K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$206K -$2.69K -87 -1%
HighTower Advisors
27
HighTower Advisors
Illinois
$204K – – –
TIM
28
Tortoise Investment Management
New York
$142K – – –
JP Morgan Chase
29
JP Morgan Chase
New York
$138K +$137K +4,433 New
Wells Fargo
30
Wells Fargo
California
$114K +$773 +25 +0.7%
VNA
31
Valley National Advisers
Pennsylvania
$100K +$13.7K +444 +16%
HI
32
Hudock Inc
Pennsylvania
$74K +$67.8K +2,191 +1,069%
Citigroup
33
Citigroup
New York
$65K – – –
RPG
34
Risk Paradigm Group
Texas
$54.9K +$15K +484 +38%
IA
35
IFP Advisors
Florida
$33K -$24.8K -800 -43%
AG
36
Advisor Group
Arizona
$15K -$6.19K -200 -29%
BTIS
37
BB&T Investment Services
North Carolina
$9K – – –
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$9K – – –
AF
39
Advisornet Financial
Minnesota
$9K +$9.31K +301 New
WCAMG
40
Woodard & Company Asset Management Group
North Carolina
$6K +$6.19K +200 New
FANJ
41
Financial Architects (New Jersey)
New Jersey
$4K – – –
First Manhattan
42
First Manhattan
New York
$4K – – –
SEI Investments
43
SEI Investments
Pennsylvania
$1K -$6.13K -198 -83%
PCG
44
Private Capital Group
Connecticut
$215 +$24.5K +793 New
SG Americas Securities
45
SG Americas Securities
New York
– -$1.58M -51,497 Closed
TCM
46
Tradition Capital Management
New Jersey
– -$1.53M -49,703 Closed
Creative Planning
47
Creative Planning
Kansas
– -$650K -21,167 Closed
SI
48
SII Investments
Wisconsin
– -$435K -14,200 Closed
HSBC Holdings
49
HSBC Holdings
United Kingdom
– -$363K -11,800 Closed
ClearBridge Investments
50
ClearBridge Investments
New York
– -$3K -105 Closed
1
2

OPPE Hedge Fund Activity: Q4 2017 in Review

44 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q4 2017, worth a combined $63.9M — down 6.4% from $68.2M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OPPE positions and 6 closed out — a net gain of 1 holder — while 13 added to existing stakes and 14 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $898K. The largest seller was Psagot Value Holdings, cutting an estimated $1.67M.

  • 44 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q4 2017, up from 43 in Q3 2017.
  • Funds reported $63.9M of WisdomTree European Opportunities Fund stock for Q4 2017, down 6.4% quarter-over-quarter.
  • 7 funds opened new WisdomTree European Opportunities Fund positions in Q4 2017 and 6 closed out, a net change of +1 holder.
  • The largest WisdomTree European Opportunities Fund buyer in Q4 2017 was Citadel Advisors, an estimated $898K added.
  • The largest WisdomTree European Opportunities Fund seller in Q4 2017 was Psagot Value Holdings, an estimated $1.67M sold.

Based on aggregated 13F filings for Q4 2017.