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OPPE

WisdomTree European Opportunities Fund
OPPE

39 hedge funds and large institutions have $109M invested in WisdomTree European Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

74% more capital invested

Capital invested by funds: $62.5M → $109M (+$46.1M)

17.05% more ownership

Funds ownership: 40.37% → 57.43% (+17%)

9% less funds holding

Funds holding: 43 → 39 (-4)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
3
Increased
8
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCM
Janney Capital Management
Pennsylvania
+$56.1M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.66M
3
Bank of America
Bank of America
North Carolina
+$977K
4
Citadel Advisors
Citadel Advisors
Florida
+$858K
5
CCA
Clearwater Capital Advisors
Illinois
+$287K

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
-$4.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.61M
3
Morgan Stanley
Morgan Stanley
New York
-$1.28M
4
HI
Hudock Inc
Pennsylvania
-$731K
5
DAM
Deltec Asset Management
New York
-$373K
Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
26
Risk Paradigm Group
Texas
$143K – – –
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$140K +$1.73K +55 +1%
JP Morgan Chase
28
JP Morgan Chase
New York
$133K – – –
Wells Fargo
29
Wells Fargo
California
$119K – – –
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$58K +$60.7K +1,931 New
SPIA
31
Steward Partners Investment Advisory
New York
$35K +$37K +1,175 New
IA
32
IFP Advisors
Florida
$32K – – –
AF
33
Advisornet Financial
Minnesota
$9K – – –
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$8K – – –
WCAMG
35
Woodard & Company Asset Management Group
North Carolina
$6.01K – – –
AG
36
Advisor Group
Arizona
$3K – – –
HI
37
Hudock Inc
Pennsylvania
$1K -$731K -23,239 -100%
SEI Investments
38
SEI Investments
Pennsylvania
$1K – – –
VNA
39
Valley National Advisers
Pennsylvania
$1K – – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
– -$1.61M -52,616 Closed
M&T Bank
41
M&T Bank
New York
– -$253K -8,241 Closed
HighTower Advisors
42
HighTower Advisors
Illinois
– -$200K -6,530 Closed
PFPT
43
Pinnacle Financial Partners (Tennessee)
Tennessee
– -$22K -727 Closed
Citigroup
44
Citigroup
New York
– -$11K -359 Closed
First Manhattan
45
First Manhattan
New York
– -$4K -132 Closed
1
2

OPPE Hedge Fund Activity: Q2 2018 in Review

39 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q2 2018, worth a combined $109M — up 74% from $62.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of OPPE and 3 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Janney Capital Management, adding an estimated $56.1M. The largest seller was Almanack Investment Partners, cutting an estimated $4.69M.

  • 39 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q2 2018, down from 43 in Q1 2018.
  • Funds reported $109M of WisdomTree European Opportunities Fund stock for Q2 2018, up 74% quarter-over-quarter.
  • 3 funds opened new WisdomTree European Opportunities Fund positions in Q2 2018 and 6 closed out, a net change of -3 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q2 2018 was Janney Capital Management, an estimated $56.1M added.
  • The largest WisdomTree European Opportunities Fund seller in Q2 2018 was Almanack Investment Partners, an estimated $4.69M sold.

Based on aggregated 13F filings for Q2 2018.