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OPPE

WisdomTree European Opportunities Fund

27 hedge funds and large institutions have $14.3M invested in WisdomTree European Opportunities Fund in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.42% less ownership

Funds ownership: 43.47%41.05% (-2.4%)

7% less funds holding

Funds holding: 2927 (-2)

21% less capital invested

Capital invested by funds: $18.1M → $14.3M (-$3.74M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

Holders
27
Holders Change
-2
Holders Change %
-6.9%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
4
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
1
WESCAP Management Group
California
$4.34M -$2.43M -87,816 -36%
Jane Street
2
Jane Street
New York
$2.61M +$1.37M +49,700 +108%
FTUS
3
Flow Traders U.S.
New York
$1.35M +$164K +5,912 +14%
IWA
4
Intercontinental Wealth Advisors
Texas
$1.25M +$83.6K +3,022 +7%
JIC
5
Johnson Investment Counsel
Ohio
$903K
CSPIA
6
Cary Street Partners Investment Advisory
Virginia
$741K +$752K +27,185 New
IAIM
7
International Assets Investment Management
Florida
$697K +$353K +12,778 New
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$357K -$1.42M -51,444 -80%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$333K -$27.7K -1,001 -8%
UBS Group
10
UBS Group
Switzerland
$318K -$410K -14,836 -56%
Morgan Stanley
11
Morgan Stanley
New York
$256K -$62.3K -2,251 -19%
Bank of America
12
Bank of America
North Carolina
$250K -$263K -9,512 -51%
Osaic Holdings
13
Osaic Holdings
Arizona
$233K -$21.7K -784 -8%
CCA
14
Clearwater Capital Advisors
Illinois
$215K -$123K -4,461 -36%
PCG
15
Private Capital Group
Connecticut
$126K -$21.2K -767 -14%
William Blair & Company
16
William Blair & Company
Illinois
$102K
Wells Fargo
17
Wells Fargo
California
$69K
TIM
18
Tortoise Investment Management
New York
$55K -$27.7K -1,000 -33%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$25K
EP
20
Eudaimonia Partners
Tennessee
$22K
FFA
21
Founders Financial Alliance
North Carolina
$22K +$22.8K +823 New
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$19K
SFG
23
Sowa Financial Group
Rhode Island
$19K +$111 +4 +0.6%
ZB
24
Zions Bancorporation
Utah
$12K +$12.1K +438 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$5K

OPPE Hedge Fund Activity: Q3 2020 in Review

27 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q3 2020, worth a combined $14.3M — down 21% from $18.1M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of OPPE and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 4 added.

The largest buyer was Jane Street, adding an estimated $1.37M. The largest seller was WESCAP Management Group, cutting an estimated $2.43M.

  • 27 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q3 2020, down from 29 in Q2 2020.
  • Funds reported $14.3M of WisdomTree European Opportunities Fund stock for Q3 2020, down 21% quarter-over-quarter.
  • 4 funds opened new WisdomTree European Opportunities Fund positions in Q3 2020 and 6 closed out, a net change of -2 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q3 2020 was Jane Street, an estimated $1.37M added.
  • The largest WisdomTree European Opportunities Fund seller in Q3 2020 was WESCAP Management Group, an estimated $2.43M sold.

Based on aggregated 13F filings for Q3 2020.