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OPPE

WisdomTree European Opportunities Fund

29 hedge funds and large institutions have $18.1M invested in WisdomTree European Opportunities Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

7% more funds holding

Funds holding: 2729 (+2)

4.76% less ownership

Funds ownership: 48.23%43.47% (-4.8%)

25% less capital invested

Capital invested by funds: $24M → $18.1M (-$5.92M)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
29
Holders Change
+2
Holders Change %
+7.41%
% of All Funds
0.59%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
4
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
1
WESCAP Management Group
California
$6.63M -$2.53M -98,499 -28%
Citadel Advisors
2
Citadel Advisors
Florida
$2.2M +$2.11M +82,175 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.73M -$1.68M -65,230 -50%
Jane Street
4
Jane Street
New York
$1.24M -$3.13M -121,558 -72%
FTUS
5
Flow Traders U.S.
New York
$1.17M
IWA
6
Intercontinental Wealth Advisors
Texas
$1.14M +$103K +4,000 +10%
JIC
7
Johnson Investment Counsel
Ohio
$889K -$1.07M -41,571 -56%
UBS Group
8
UBS Group
Switzerland
$711K -$205K -7,965 -23%
Bank of America
9
Bank of America
North Carolina
$501K -$1.58M -61,335 -77%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$355K -$123K -4,798 -27%
CCA
11
Clearwater Capital Advisors
Illinois
$332K -$273K -10,621 -46%
Morgan Stanley
12
Morgan Stanley
New York
$313K -$95.4K -3,709 -24%
Osaic Holdings
13
Osaic Holdings
Arizona
$250K +$591 +23 +0.2%
PCG
14
Private Capital Group
Connecticut
$145K -$25.1K -977 -15%
William Blair & Company
15
William Blair & Company
Illinois
$101K
TIM
16
Tortoise Investment Management
New York
$80K
Wells Fargo
17
Wells Fargo
California
$68K
VFA
18
Valeo Financial Advisors
Indiana
$48K +$46.3K +1,799 New
PAG
19
Private Advisor Group
New Jersey
$38K +$36.4K +1,415 New
CAN
20
Cetera Advisor Networks
California
$28K +$27.2K +1,057 New
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$24K +$1.29K +50 +6%
EP
22
Eudaimonia Partners
Tennessee
$21K +$20.6K +800 New
SFG
23
Sowa Financial Group
Rhode Island
$19K +$51 +2 +0.3%
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$19K +$18K +700 New
AF
25
Advisornet Financial
Minnesota
$6K

OPPE Hedge Fund Activity: Q2 2020 in Review

29 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q2 2020, worth a combined $18.1M — down 25% from $24M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new OPPE positions and 3 closed out — a net gain of 3 holders — while 4 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.11M. The largest seller was Jane Street, cutting an estimated $3.13M.

  • 29 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q2 2020, up from 27 in Q1 2020.
  • Funds reported $18.1M of WisdomTree European Opportunities Fund stock for Q2 2020, down 25% quarter-over-quarter.
  • 6 funds opened new WisdomTree European Opportunities Fund positions in Q2 2020 and 3 closed out, a net change of +3 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q2 2020 was Citadel Advisors, an estimated $2.11M added.
  • The largest WisdomTree European Opportunities Fund seller in Q2 2020 was Jane Street, an estimated $3.13M sold.

Based on aggregated 13F filings for Q2 2020.