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OPPE

WisdomTree European Opportunities Fund

43 hedge funds and large institutions have $62.5M invested in WisdomTree European Opportunities Fund in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.88% more ownership

Funds ownership: 39.49%40.37% (+0.88%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less capital invested

Capital invested by funds: $63.9M → $62.5M (-$1.33M)

7% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 15

2% less funds holding

Funds holding: 4443 (-1)

Holders
43
Holders Change
-1
Holders Change %
-2.27%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
14
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
26
Migdal Insurance & Financial Holdings
Israel
$212K -$39.3K -1,250 -15%
HighTower Advisors
27
HighTower Advisors
Illinois
$200K -$880 -28 -0.4%
TIM
28
Tortoise Investment Management
New York
$175K +$35.5K +1,130 +25%
William Blair & Company
29
William Blair & Company
Illinois
$153K +$157K +5,000 New
RPG
30
Risk Paradigm Group
Texas
$146K +$94.2K +2,999 +170%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$141K -$613K -19,527 -81%
JP Morgan Chase
32
JP Morgan Chase
New York
$136K
Wells Fargo
33
Wells Fargo
California
$121K +$9.46K +301 +8%
IA
34
IFP Advisors
Florida
$33K
PFPT
35
Pinnacle Financial Partners (Tennessee)
Tennessee
$22K +$22.8K +727 New
Citigroup
36
Citigroup
New York
$11K -$53.9K -1,715 -83%
AF
37
Advisornet Financial
Minnesota
$9K
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$8K
WCAMG
39
Woodard & Company Asset Management Group
North Carolina
$6K
First Manhattan
40
First Manhattan
New York
$4K
AG
41
Advisor Group
Arizona
$3K -$12.6K -400 -80%
VNA
42
Valley National Advisers
Pennsylvania
$1K -$99.6K -3,172 -99%
SEI Investments
43
SEI Investments
Pennsylvania
$1K
PVH
44
Psagot Value Holdings
Israel
-$746K -24,000 Closed
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
-$206K -6,619 Closed
FANJ
46
Financial Architects (New Jersey)
New Jersey
-$4K -140 Closed

OPPE Hedge Fund Activity: Q1 2018 in Review

43 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q1 2018, worth a combined $62.5M — down 2.1% from $63.9M a quarter earlier.

Fund positioning in OPPE was balanced in Q1 2018: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 15 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.21M. The largest seller was Psagot Value Holdings, exiting entirely with an estimated $746K sold.

  • 43 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q1 2018, down from 44 in Q4 2017.
  • Funds reported $62.5M of WisdomTree European Opportunities Fund stock for Q1 2018, down 2.1% quarter-over-quarter.
  • 3 funds opened new WisdomTree European Opportunities Fund positions in Q1 2018 and 3 closed out, a net change of 0 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q1 2018 was Susquehanna International Group, an estimated $1.21M added.
  • The largest WisdomTree European Opportunities Fund seller in Q1 2018 was Psagot Value Holdings, an estimated $746K sold.

Based on aggregated 13F filings for Q1 2018.