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OPPE

WisdomTree European Opportunities Fund

36 hedge funds and large institutions have $83.9M invested in WisdomTree European Opportunities Fund in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 17 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 2

467% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 3

99% more capital invested

Capital invested by funds: $42.3M → $83.9M (+$41.7M)

50% more funds holding

Funds holding: 2436 (+12)

1,588.97% less ownership

Funds ownership: 1,627.25%38.29% (-1,589%)

Holders
36
Holders Change
+12
Holders Change %
+50%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
17
Reduced
3
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$14.1M +$8.54M +324,599 +135%
Bank of America
2
Bank of America
North Carolina
$11.8M +$1.09M +41,372 +10%
TWMP
3
Taylor Wealth Management Partners
Massachusetts
$9.87M +$1.06M +40,109 +11%
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$5.39M +$5.67M +215,282 New
Morgan Stanley
5
Morgan Stanley
New York
$4.94M +$5.01M +190,301 +2,824%
3AM
6
3D Asset Management
Connecticut
$3.82M +$4.02M +152,586 New
HSBC Holdings
7
HSBC Holdings
United Kingdom
$3.55M +$3.73M +141,760 New
UBS Group
8
UBS Group
Switzerland
$3.3M +$3.47M +131,834 New
LTFS
9
Ladenburg Thalmann Financial Services
Florida
$3.21M +$2.77M +105,420 +468%
JP Morgan Chase
10
JP Morgan Chase
New York
$2.8M +$682K +25,897 +30%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.45M +$1.91M +72,676 +290%
SIA
12
SeaBridge Investment Advisors
New Jersey
$2.33M -$153K -5,825 -6%
TWA
13
Tillar-Wenstrup Advisors
Ohio
$2.09M +$1.65M +62,650 +304%
BEC
14
Blue Edge Capital
Virginia
$2.06M +$67.8K +2,575 +3%
PVH
15
Psagot Value Holdings
Israel
$1.65M +$1.74M +66,000 New
OMC
16
Old Mission Capital
Illinois
$1.35M +$14.8K +563 +1%
BW
17
Bison Wealth
Georgia
$1.13M +$1.19M +45,050 New
DAM
18
Deltec Asset Management
New York
$1.03M
LPL Financial
19
LPL Financial
California
$920K +$434K +16,473 +79%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$745K +$782K +29,725 New
Creative Planning
21
Creative Planning
Kansas
$717K +$699K +26,554 +1,287%
TAM
22
Tocqueville Asset Management
New York
$656K +$689K +26,170 New
OC
23
Oppenheimer & Co
New York
$637K -$79.1K -3,005 -11%
BC
24
Brinker Capital
Pennsylvania
$603K +$5.29K +201 +0.8%
VKH
25
Virtu KCG Holdings
New York
$527K +$188K +7,154 +52%

OPPE Hedge Fund Activity: Q2 2015 in Review

36 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q2 2015, worth a combined $83.9M — up 99% from $42.3M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OPPE positions and 2 closed out — a net gain of 12 holders — while 17 added to existing stakes and 3 trimmed.

The largest buyer was Jane Street, adding an estimated $8.54M. The largest seller was Janney Capital Management, exiting entirely with an estimated $1.16M sold.

  • 36 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q2 2015, up from 24 in Q1 2015.
  • Funds reported $83.9M of WisdomTree European Opportunities Fund stock for Q2 2015, up 99% quarter-over-quarter.
  • 14 funds opened new WisdomTree European Opportunities Fund positions in Q2 2015 and 2 closed out, a net change of +12 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q2 2015 was Jane Street, an estimated $8.54M added.
  • The largest WisdomTree European Opportunities Fund seller in Q2 2015 was Janney Capital Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q2 2015.