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OPPE

WisdomTree European Opportunities Fund
OPPE

37 hedge funds and large institutions have $102M invested in WisdomTree European Opportunities Fund in 2018 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.55% less ownership

Funds ownership: 57.43% → 55.87% (-1.6%)

5% less funds holding

Funds holding: 39 → 37 (-2)

6% less capital invested

Capital invested by funds: $109M → $102M (-$6.26M)

43% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 14

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
37
Holders Change
-2
Holders Change %
-5.13%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
2
Increased
8
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.16M
2
OMC
Old Mission Capital
Illinois
+$820K
3
LC
LCNB Corp
Ohio
+$308K
4
William Blair & Company
William Blair & Company
Illinois
+$195K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$141K

Top Sellers

1
Jane Street
Jane Street
New York
-$2M
2
JCM
Janney Capital Management
Pennsylvania
-$1.94M
3
Bank of America
Bank of America
North Carolina
-$1.59M
4
WMG
WESCAP Management Group
California
-$1.52M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1
Janney Capital Management
Pennsylvania
$52.9M -$1.94M -63,763 -4%
WMG
2
WESCAP Management Group
California
$19.9M -$1.52M -50,025 -7%
UBS AM
3
UBS AM
Illinois
$5.98M -$355K -11,634 -6%
CCA
4
Clearwater Capital Advisors
Illinois
$4.36M -$98.3K -3,225 -2%
Bank of America
5
Bank of America
North Carolina
$4.08M -$1.59M -52,005 -28%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.75M +$1.16M +38,175 +72%
OMC
7
Old Mission Capital
Illinois
$1.38M +$820K +26,907 +144%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$1.24M -$15.4K -506 -1%
JIC
9
Johnson Investment Counsel
Ohio
$1.18M – – –
Morgan Stanley
10
Morgan Stanley
New York
$1.11M +$88.1K +2,892 +9%
UBS Group
11
UBS Group
Switzerland
$1.1M -$620K -20,348 -36%
Jane Street
12
Jane Street
New York
$949K -$2M -65,711 -68%
LTFS
13
Ladenburg Thalmann Financial Services
Florida
$893K +$1.28K +42 +0.1%
DAM
14
Deltec Asset Management
New York
$755K – – –
IWA
15
Intercontinental Wealth Advisors
Texas
$524K – – –
LPL Financial
16
LPL Financial
California
$368K – – –
William Blair & Company
17
William Blair & Company
Illinois
$345K +$195K +6,400 +128%
AIP
18
Almanack Investment Partners
Pennsylvania
$334K +$29.8K +978 +9%
Citadel Advisors
19
Citadel Advisors
Florida
$321K -$1.23M -40,416 -79%
LC
20
LCNB Corp
Ohio
$306K +$308K +10,092 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$282K +$141K +4,633 +99%
BTS
22
BB&T Securities
Virginia
$239K -$7.5K -246 -3%
PCG
23
Private Capital Group
Connecticut
$221K -$4.33K -142 -2%
MIFH
24
Migdal Insurance & Financial Holdings
Israel
$196K – – –
TIM
25
Tortoise Investment Management
New York
$173K – – –
1
2

OPPE Hedge Fund Activity: Q3 2018 in Review

37 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q3 2018, worth a combined $102M — down 5.8% from $109M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of OPPE and 2 opened new positions — a net loss of 2 holders — while 14 trimmed existing stakes and 8 added.

The largest buyer was Janney Montgomery Scott, adding an estimated $1.16M. The largest seller was Jane Street, cutting an estimated $2M.

  • 37 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q3 2018, down from 39 in Q2 2018.
  • Funds reported $102M of WisdomTree European Opportunities Fund stock for Q3 2018, down 5.8% quarter-over-quarter.
  • 2 funds opened new WisdomTree European Opportunities Fund positions in Q3 2018 and 4 closed out, a net change of -2 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q3 2018 was Janney Montgomery Scott, an estimated $1.16M added.
  • The largest WisdomTree European Opportunities Fund seller in Q3 2018 was Jane Street, an estimated $2M sold.

Based on aggregated 13F filings for Q3 2018.