We are live on ! Find out more
OPPE

WisdomTree European Opportunities Fund

39 hedge funds and large institutions have $108M invested in WisdomTree European Opportunities Fund in 2015 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more capital invested

Capital invested by funds: $75M → $108M (+$33.3M)

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

10.41% more ownership

Funds ownership: 34.57%44.98% (+10%)

8% more funds holding

Funds holding: 3639 (+3)

8% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 12

Holders
39
Holders Change
+3
Holders Change %
+8.33%
% of All Funds
1.02%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
10
Increased
11
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
1
WESCAP Management Group
California
$20.4M +$20.7M +831,440 New
Bank of America
2
Bank of America
North Carolina
$9.76M +$633K +25,371 +7%
PFM
3
Peak Financial Management
Massachusetts
$8.57M +$8.7M +349,038 New
TWMP
4
Taylor Wealth Management Partners
Massachusetts
$7.42M -$1.97M -78,875 -21%
Jane Street
5
Jane Street
New York
$6.79M -$2.61M -104,834 -27%
UBS Group
6
UBS Group
Switzerland
$6.37M +$2.62M +105,088 +68%
Morgan Stanley
7
Morgan Stanley
New York
$6.35M -$1.75M -70,275 -21%
3AM
8
3D Asset Management
Connecticut
$5.76M +$125K +5,032 +2%
RJA
9
Raymond James & Associates
Florida
$5.65M +$5.73M +229,961 New
SAM
10
Stringer Asset Management
Tennessee
$3.57M +$3.62M +145,318 New
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$3.15M +$86.5K +3,467 +3%
PVH
12
Psagot Value Holdings
Israel
$3.14M -$2.17M -87,200 -41%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$2.74M -$2.09M -84,014 -43%
SIA
14
SeaBridge Investment Advisors
New Jersey
$2.13M -$146K -5,850 -6%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.07M +$45.6K +1,828 +2%
TWA
16
Tillar-Wenstrup Advisors
Ohio
$2.07M +$32.9K +1,320 +2%
Mariner
17
Mariner
Kansas
$1.87M +$1.9M +76,202 New
Citigroup
18
Citigroup
New York
$1.87M +$820K +32,903 +76%
LPL Financial
19
LPL Financial
California
$1.49M +$794K +31,831 +108%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$1.06M +$1.07M +43,032 New
DAM
21
Deltec Asset Management
New York
$982K -$12.5K -500 -1%
OC
22
Oppenheimer & Co
New York
$891K -$20K -801 -2%
JCM
23
Janney Capital Management
Pennsylvania
$882K -$61.9K -2,483 -6%
TAM
24
Tocqueville Asset Management
New York
$651K
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$568K -$1.2M -48,228 -68%

OPPE Hedge Fund Activity: Q4 2015 in Review

39 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q4 2015, worth a combined $108M — up 44% from $75M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new OPPE positions and 7 closed out — a net gain of 3 holders — while 11 added to existing stakes and 12 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $5.73M. The largest seller was Jane Street, cutting an estimated $2.61M.

  • 39 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q4 2015, up from 36 in Q3 2015.
  • Funds reported $108M of WisdomTree European Opportunities Fund stock for Q4 2015, up 44% quarter-over-quarter.
  • 10 funds opened new WisdomTree European Opportunities Fund positions in Q4 2015 and 7 closed out, a net change of +3 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q4 2015 was Raymond James & Associates, an estimated $5.73M added.
  • The largest WisdomTree European Opportunities Fund seller in Q4 2015 was Jane Street, an estimated $2.61M sold.

Based on aggregated 13F filings for Q4 2015.