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OPPE

WisdomTree European Opportunities Fund
OPPE

39 hedge funds and large institutions have $109M invested in WisdomTree European Opportunities Fund in 2018 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

74% more capital invested

Capital invested by funds: $62.5M → $109M (+$46.1M)

17.05% more ownership

Funds ownership: 40.37% → 57.43% (+17%)

9% less funds holding

Funds holding: 43 → 39 (-4)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

50% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 6

Holders
39
Holders Change
-4
Holders Change %
-9.3%
% of All Funds
0.89%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
3
Increased
8
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
JCM
Janney Capital Management
Pennsylvania
+$56.1M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.66M
3
Bank of America
Bank of America
North Carolina
+$977K
4
Citadel Advisors
Citadel Advisors
Florida
+$858K
5
CCA
Clearwater Capital Advisors
Illinois
+$287K

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
-$4.69M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.61M
3
Morgan Stanley
Morgan Stanley
New York
-$1.28M
4
HI
Hudock Inc
Pennsylvania
-$731K
5
DAM
Deltec Asset Management
New York
-$373K
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1
Janney Capital Management
Pennsylvania
$54.3M +$56.1M +1,784,229 +7,398%
WMG
2
WESCAP Management Group
California
$21.3M -$33.4K -1,061 -0.1%
UBS AM
3
UBS AM
Illinois
$6.27M -$216K -6,868 -3%
Bank of America
4
Bank of America
North Carolina
$5.61M +$977K +31,073 +20%
CCA
5
Clearwater Capital Advisors
Illinois
$4.42M +$287K +9,118 +7%
Jane Street
6
Jane Street
New York
$2.91M -$271K -8,610 -8%
UBS Group
7
UBS Group
Switzerland
$1.7M -$64.6K -2,055 -4%
Janney Montgomery Scott
8
Janney Montgomery Scott
Pennsylvania
$1.58M +$1.66M +52,712 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.53M +$858K +27,290 +115%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$1.24M +$62.4K +1,983 +5%
JIC
11
Johnson Investment Counsel
Ohio
$1.17M – – –
Morgan Stanley
12
Morgan Stanley
New York
$1.01M -$1.28M -40,697 -55%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$904K – – –
DAM
14
Deltec Asset Management
New York
$748K -$373K -11,868 -32%
OMC
15
Old Mission Capital
Illinois
$563K +$32.8K +1,044 +6%
IWA
16
Intercontinental Wealth Advisors
Texas
$520K -$25.3K -805 -4%
LPL Financial
17
LPL Financial
California
$365K +$18.7K +595 +5%
AIP
18
Almanack Investment Partners
Pennsylvania
$319K -$4.69M -149,047 -93%
FTUS
19
Flow Traders U.S.
New York
$303K -$117K -3,721 -27%
BTS
20
BB&T Securities
Virginia
$244K -$8.56K -272 -3%
WAP
21
Wealthcare Advisory Partners
Pennsylvania
$232K – – –
PCG
22
Private Capital Group
Connecticut
$223K – – –
MIFH
23
Migdal Insurance & Financial Holdings
Israel
$195K -$13.3K -423 -6%
TIM
24
Tortoise Investment Management
New York
$171K – – –
William Blair & Company
25
William Blair & Company
Illinois
$150K – – –
1
2

OPPE Hedge Fund Activity: Q2 2018 in Review

39 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q2 2018, worth a combined $109M — up 74% from $62.5M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of OPPE and 3 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Janney Capital Management, adding an estimated $56.1M. The largest seller was Almanack Investment Partners, cutting an estimated $4.69M.

  • 39 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q2 2018, down from 43 in Q1 2018.
  • Funds reported $109M of WisdomTree European Opportunities Fund stock for Q2 2018, up 74% quarter-over-quarter.
  • 3 funds opened new WisdomTree European Opportunities Fund positions in Q2 2018 and 6 closed out, a net change of -3 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q2 2018 was Janney Capital Management, an estimated $56.1M added.
  • The largest WisdomTree European Opportunities Fund seller in Q2 2018 was Almanack Investment Partners, an estimated $4.69M sold.

Based on aggregated 13F filings for Q2 2018.