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OPPE

WisdomTree European Opportunities Fund

43 hedge funds and large institutions have $68.2M invested in WisdomTree European Opportunities Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

15% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 13

5% more funds holding

Funds holding: 4143 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5% less capital invested

Capital invested by funds: $71.5M → $68.2M (-$3.28M)

1.37% less ownership

Funds ownership: 45.33%43.96% (-1.4%)

Holders
43
Holders Change
+2
Holders Change %
+4.88%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
15
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
1
WESCAP Management Group
California
$21.8M +$375K +12,577 +2%
UBS AM
2
UBS AM
Illinois
$7.07M -$8.8M -294,875 -56%
Bank of America
3
Bank of America
North Carolina
$4.51M +$2.32M +77,763 +113%
Jane Street
4
Jane Street
New York
$4.29M +$2.3M +76,977 +123%
AIP
5
Almanack Investment Partners
Pennsylvania
$4.2M +$586K +19,620 +17%
CCA
6
Clearwater Capital Advisors
Illinois
$3.67M +$502K +16,817 +16%
Morgan Stanley
7
Morgan Stanley
New York
$3.46M -$1.48M -49,530 -31%
PVH
8
Psagot Value Holdings
Israel
$2.4M
UBS Group
9
UBS Group
Switzerland
$2.31M -$1.7M -56,872 -43%
SG Americas Securities
10
SG Americas Securities
New York
$1.58M +$1.54M +51,497 New
TCM
11
Tradition Capital Management
New Jersey
$1.53M +$28.7K +961 +2%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$1.25M -$177K -5,930 -13%
JIC
13
Johnson Investment Counsel
Ohio
$1.2M
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.2M +$73.5K +2,461 +7%
DAM
15
Deltec Asset Management
New York
$1.13M
LPL Financial
16
LPL Financial
California
$786K -$66K -2,211 -8%
JCM
17
Janney Capital Management
Pennsylvania
$730K -$30.5K -1,021 -4%
Creative Planning
18
Creative Planning
Kansas
$650K +$605K +20,272 +2,265%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$619K +$112K +3,767 +23%
OMC
20
Old Mission Capital
Illinois
$563K +$547K +18,325 New
IWA
21
Intercontinental Wealth Advisors
Texas
$516K +$47.8K +1,600 +11%
SI
22
SII Investments
Wisconsin
$435K
HSBC Holdings
23
HSBC Holdings
United Kingdom
$363K -$300K -10,057 -46%
MIFH
24
Migdal Insurance & Financial Holdings
Israel
$327K -$224K -7,500 -41%
M&T Bank
25
M&T Bank
New York
$253K -$43.4K -1,454 -15%

OPPE Hedge Fund Activity: Q3 2017 in Review

43 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q3 2017, worth a combined $68.2M — down 4.6% from $71.5M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new OPPE positions and 5 closed out — a net gain of 2 holders — while 15 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $2.32M. The largest seller was UBS AM, cutting an estimated $8.8M.

  • 43 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q3 2017, up from 41 in Q2 2017.
  • Funds reported $68.2M of WisdomTree European Opportunities Fund stock for Q3 2017, down 4.6% quarter-over-quarter.
  • 7 funds opened new WisdomTree European Opportunities Fund positions in Q3 2017 and 5 closed out, a net change of +2 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q3 2017 was Bank of America, an estimated $2.32M added.
  • The largest WisdomTree European Opportunities Fund seller in Q3 2017 was UBS AM, an estimated $8.8M sold.

Based on aggregated 13F filings for Q3 2017.