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OPPE

WisdomTree European Opportunities Fund
OPPE

37 hedge funds and large institutions have $102M invested in WisdomTree European Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.55% less ownership

Funds ownership: 57.43% → 55.87% (-1.6%)

5% less funds holding

Funds holding: 39 → 37 (-2)

6% less capital invested

Capital invested by funds: $109M → $102M (-$6.26M)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
2
Increased
8
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.16M
2
OMC
Old Mission Capital
Illinois
+$820K
3
LC
LCNB Corp
Ohio
+$308K
4
William Blair & Company
William Blair & Company
Illinois
+$195K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$141K

Top Sellers

1
Jane Street
Jane Street
New York
-$2M
2
JCM
Janney Capital Management
Pennsylvania
-$1.94M
3
Bank of America
Bank of America
North Carolina
-$1.59M
4
WMG
WESCAP Management Group
California
-$1.52M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
26
Risk Paradigm Group
Texas
$145K +$762 +25 +0.5%
JP Morgan Chase
27
JP Morgan Chase
New York
$134K – – –
Wells Fargo
28
Wells Fargo
California
$120K – – –
IA
29
IFP Advisors
Florida
$32K – – –
PFPT
30
Pinnacle Financial Partners (Tennessee)
Tennessee
$22K +$22.2K +727 New
WAP
31
Wealthcare Advisory Partners
Pennsylvania
$17K -$218K -7,150 -93%
AF
32
Advisornet Financial
Minnesota
$9K – – –
WCAMG
33
Woodard & Company Asset Management Group
North Carolina
$6K – – –
SPIA
34
Steward Partners Investment Advisory
New York
$5K -$30.9K -1,015 -86%
AG
35
Advisor Group
Arizona
$3K – – –
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$2K -$56.9K -1,868 -97%
VNA
37
Valley National Advisers
Pennsylvania
$1K – – –
FTUS
38
Flow Traders U.S.
New York
– -$303K -10,075 Closed
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
– -$8K -275 Closed
HI
40
Hudock Inc
Pennsylvania
– -$1K -65 Closed
SEI Investments
41
SEI Investments
Pennsylvania
– -$1K -40 Closed
1
2

OPPE Hedge Fund Activity: Q3 2018 in Review

37 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q3 2018, worth a combined $102M — down 5.8% from $109M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of OPPE and 2 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 8 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.16M. The largest seller was Jane Street, cutting an estimated $2M.

  • 37 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q3 2018, down from 39 in Q2 2018.
  • Funds reported $102M of WisdomTree European Opportunities Fund stock for Q3 2018, down 5.8% quarter-over-quarter.
  • 2 funds opened new WisdomTree European Opportunities Fund positions in Q3 2018 and 4 closed out, a net change of -2 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q3 2018 was Janney Montgomery Scott, an estimated $1.16M added.
  • The largest WisdomTree European Opportunities Fund seller in Q3 2018 was Jane Street, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2018.