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OPPE

WisdomTree European Opportunities Fund

31 hedge funds and large institutions have $67.1M invested in WisdomTree European Opportunities Fund in 2018 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 3 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.99% less ownership

Funds ownership: 55.87%52.88% (-3%)

16% less funds holding

Funds holding: 3731 (-6)

35% less capital invested

Capital invested by funds: $102M → $67.1M (-$35.3M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

67% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 9

81% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 16

Holders
31
Holders Change
-6
Holders Change %
-16.22%
% of All Funds
0.69%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
3
Increased
3
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
1
Janney Capital Management
Pennsylvania
$26.3M -$20.9M -748,312 -43%
WMG
2
WESCAP Management Group
California
$16.3M -$1.11M -39,767 -6%
UBS AM
3
UBS AM
Illinois
$4.58M -$664K -23,789 -12%
Bank of America
4
Bank of America
North Carolina
$3.11M -$477K -17,081 -13%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.08M +$3.26M +116,769 New
CCA
6
Clearwater Capital Advisors
Illinois
$2.93M -$926K -33,157 -23%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$1.43M -$1.02M -36,647 -40%
UBS Group
8
UBS Group
Switzerland
$1.21M +$262K +9,382 +26%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$1.02M -$65.3K -2,341 -6%
JIC
10
Johnson Investment Counsel
Ohio
$1.01M
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.01M +$814K +29,164 +314%
Citadel Advisors
12
Citadel Advisors
Florida
$987K +$747K +26,765 +253%
Morgan Stanley
13
Morgan Stanley
New York
$748K -$234K -8,371 -23%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$683K +$722K +25,868 New
Jane Street
15
Jane Street
New York
$506K -$339K -12,157 -39%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$312K -$494K -17,701 -60%
LPL Financial
17
LPL Financial
California
$291K -$32.1K -1,149 -9%
IWA
18
Intercontinental Wealth Advisors
Texas
$285K -$181K -6,498 -38%
FTUS
19
Flow Traders U.S.
New York
$240K +$254K +9,101 New
BTS
20
BB&T Securities
Virginia
$208K
PCG
21
Private Capital Group
Connecticut
$193K
William Blair & Company
22
William Blair & Company
Illinois
$148K -$179K -6,400 -56%
JP Morgan Chase
23
JP Morgan Chase
New York
$117K
Wells Fargo
24
Wells Fargo
California
$96K -$8.96K -321 -8%
TIM
25
Tortoise Investment Management
New York
$94K -$59.5K -2,130 -37%

OPPE Hedge Fund Activity: Q4 2018 in Review

31 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q4 2018, worth a combined $67.1M — down 35% from $102M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of OPPE and 3 opened new positions — a net loss of 6 holders — while 16 trimmed existing stakes and 3 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $3.26M. The largest seller was Janney Capital Management, cutting an estimated $20.9M.

  • 31 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q4 2018, down from 37 in Q3 2018.
  • Funds reported $67.1M of WisdomTree European Opportunities Fund stock for Q4 2018, down 35% quarter-over-quarter.
  • 3 funds opened new WisdomTree European Opportunities Fund positions in Q4 2018 and 9 closed out, a net change of -6 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q4 2018 was Susquehanna International Group, an estimated $3.26M added.
  • The largest WisdomTree European Opportunities Fund seller in Q4 2018 was Janney Capital Management, an estimated $20.9M sold.

Based on aggregated 13F filings for Q4 2018.