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OPPE

WisdomTree European Opportunities Fund

41 hedge funds and large institutions have $71.5M invested in WisdomTree European Opportunities Fund in 2017 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

0% more funds holding

Funds holding: 4141 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 8

7.61% less ownership

Funds ownership: 52.94%45.33% (-7.6%)

13% less capital invested

Capital invested by funds: $82.3M → $71.5M (-$10.8M)

Holders
41
Holders Change
Holders Change %
0%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
15
Reduced
10
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
1
WESCAP Management Group
California
$20.5M +$77.6K +2,612 +0.4%
UBS AM
2
UBS AM
Illinois
$15.5M -$7.61M -256,158 -33%
Morgan Stanley
3
Morgan Stanley
New York
$4.78M +$490K +16,479 +11%
UBS Group
4
UBS Group
Switzerland
$3.89M +$1.89M +63,740 +93%
AIP
5
Almanack Investment Partners
Pennsylvania
$3.45M +$849K +28,568 +32%
CCA
6
Clearwater Capital Advisors
Illinois
$3.03M +$297K +9,991 +11%
PVH
7
Psagot Value Holdings
Israel
$2.3M
Bank of America
8
Bank of America
North Carolina
$2.03M +$48.7K +1,640 +2%
Jane Street
9
Jane Street
New York
$1.84M -$4.5M -151,271 -71%
Citigroup
10
Citigroup
New York
$1.5M -$921K -31,000 -38%
TCM
11
Tradition Capital Management
New Jersey
$1.44M +$1.45M +48,742 New
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.37M -$2.32M -78,181 -63%
JIC
13
Johnson Investment Counsel
Ohio
$1.15M
DAM
14
Deltec Asset Management
New York
$1.08M -$51.2K -1,724 -4%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.08M +$106K +3,554 +11%
LPL Financial
16
LPL Financial
California
$819K +$489K +16,455 +145%
JCM
17
Janney Capital Management
Pennsylvania
$730K +$206K +6,934 +39%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$644K
MIFH
19
Migdal Insurance & Financial Holdings
Israel
$536K +$223K +7,500 +70%
FTUS
20
Flow Traders U.S.
New York
$508K +$512K +17,246 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$484K -$218K -7,339 -31%
IWA
22
Intercontinental Wealth Advisors
Texas
$448K +$451K +15,190 New
SI
23
SII Investments
Wisconsin
$421K -$149K -5,000 -26%
FA
24
FDx Advisors
Illinois
$386K -$320K -10,762 -45%
Citadel Advisors
25
Citadel Advisors
Florida
$369K +$99.9K +3,361 +37%

OPPE Hedge Fund Activity: Q2 2017 in Review

41 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q2 2017, worth a combined $71.5M — down 13% from $82.3M a quarter earlier.

Fund positioning in OPPE was balanced in Q2 2017: 8 funds opened new positions, 8 closed out, 15 added to existing stakes and 10 trimmed.

The largest buyer was UBS Group, adding an estimated $1.89M. The largest seller was UBS AM, cutting an estimated $7.61M.

  • 41 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $71.5M of WisdomTree European Opportunities Fund stock for Q2 2017, down 13% quarter-over-quarter.
  • 8 funds opened new WisdomTree European Opportunities Fund positions in Q2 2017 and 8 closed out, a net change of 0 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q2 2017 was UBS Group, an estimated $1.89M added.
  • The largest WisdomTree European Opportunities Fund seller in Q2 2017 was UBS AM, an estimated $7.61M sold.

Based on aggregated 13F filings for Q2 2017.