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OPPE

WisdomTree European Opportunities Fund
OPPE

23 hedge funds and large institutions have $30.5M invested in WisdomTree European Opportunities Fund in 2021 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more capital invested

Capital invested by funds: $15.9M → $30.5M (+$14.6M)

15.86% more ownership

Funds ownership: 41.43% → 57.29% (+16%)

23% less funds holding

Funds holding: 30 → 23 (-7)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 7

Holders
23
Holders Change
-7
Holders Change %
-23.33%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
3
Reduced
7
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$20.7M
2
UBS Group
UBS Group
Switzerland
+$131K
3
Morgan Stanley
Morgan Stanley
New York
+$24.8K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.66M
2
FTUS
Flow Traders U.S.
New York
-$1.39M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.15M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$410K
5
OMC
Old Mission Capital
Illinois
-$201K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$20.2M +$20.7M +569,158 +281,761%
WMG
2
WESCAP Management Group
California
$4.2M -$7.11K -196 -0.2%
IWA
3
Intercontinental Wealth Advisors
Texas
$1.61M -$30.8K -850 -2%
JIC
4
Johnson Investment Counsel
Ohio
$1.18M – – –
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$630K -$50.2K -1,384 -7%
UBS Group
6
UBS Group
Switzerland
$574K +$131K +3,607 +29%
KPWS
7
Kestra Private Wealth Services
Texas
$333K -$798 -22 -0.2%
Morgan Stanley
8
Morgan Stanley
New York
$331K +$24.8K +683 +8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$321K -$29.2K -804 -8%
Bank of America
10
Bank of America
North Carolina
$317K – – –
SSCA
11
South Shore Capital Advisors
Massachusetts
$270K – – –
PCG
12
Private Capital Group
Connecticut
$149K – – –
William Blair & Company
13
William Blair & Company
Illinois
$133K – – –
Wells Fargo
14
Wells Fargo
California
$90K – – –
4FG
15
4Thought Financial Group
New York
$45K -$1.81K -50 -4%
TIM
16
Tortoise Investment Management
New York
$36K – – –
FFA
17
Founders Financial Alliance
North Carolina
$29K – – –
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$19K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$17K -$254 -7 -1%
EVM
20
Eaton Vance Management
Massachusetts
$16K – – –
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$7K – – –
SPIA
22
Steward Partners Investment Advisory
New York
$4K – – –
Jane Street
23
Jane Street
New York
– -$2.66M -76,110 Closed
FTUS
24
Flow Traders U.S.
New York
– -$1.39M -39,614 Closed
Citadel Advisors
25
Citadel Advisors
Florida
– -$1.15M -32,823 Closed
1
2

OPPE Hedge Fund Activity: Q3 2021 in Review

23 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q3 2021, worth a combined $30.5M — up 92% from $15.9M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of OPPE and 0 opened new positions — a net loss of 7 holders — while 7 trimmed existing stakes and 3 added.

The largest buyer was Osaic Holdings, adding an estimated $20.7M. The largest seller was Jane Street, exiting entirely with an estimated $2.66M sold.

  • 23 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q3 2021, down from 30 in Q2 2021.
  • Funds reported $30.5M of WisdomTree European Opportunities Fund stock for Q3 2021, up 92% quarter-over-quarter.
  • 0 funds opened new WisdomTree European Opportunities Fund positions in Q3 2021 and 7 closed out, a net change of -7 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q3 2021 was Osaic Holdings, an estimated $20.7M added.
  • The largest WisdomTree European Opportunities Fund seller in Q3 2021 was Jane Street, an estimated $2.66M sold.

Based on aggregated 13F filings for Q3 2021.