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OPPE

WisdomTree European Opportunities Fund

27 hedge funds and large institutions have $35.9M invested in WisdomTree European Opportunities Fund in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $30.5M → $35.9M (+$5.39M)

17% more funds holding

Funds holding: 2327 (+4)

3.38% more ownership

Funds ownership: 57.29%60.67% (+3.4%)

25% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 8

Holders
27
Holders Change
+4
Holders Change %
+17.39%
% of All Funds
0.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
6
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$23M +$1.89M +51,553 +9%
WMG
2
WESCAP Management Group
California
$4.47M +$104K +2,829 +2%
IWA
3
Intercontinental Wealth Advisors
Texas
$1.68M
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.24M +$1.23M +33,507 New
JIC
5
Johnson Investment Counsel
Ohio
$1.23M
UBS Group
6
UBS Group
Switzerland
$806K +$205K +5,602 +35%
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$633K -$22.4K -612 -3%
Jane Street
8
Jane Street
New York
$576K +$570K +15,558 New
KPWS
9
Kestra Private Wealth Services
Texas
$341K -$5.75K -157 -2%
Bank of America
10
Bank of America
North Carolina
$326K -$4.06K -111 -1%
Morgan Stanley
11
Morgan Stanley
New York
$321K -$23.1K -631 -7%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$316K -$17.5K -477 -5%
SSCA
13
South Shore Capital Advisors
Massachusetts
$285K +$3.84K +105 +1%
OMC
14
Old Mission Capital
Illinois
$212K +$210K +5,738 New
William Blair & Company
15
William Blair & Company
Illinois
$139K
Wells Fargo
16
Wells Fargo
California
$98K +$4.14K +113 +4%
PCG
17
Private Capital Group
Connecticut
$88K -$65.6K -1,793 -43%
4FG
18
4Thought Financial Group
New York
$47K +$110 +3 +0.2%
TIM
19
Tortoise Investment Management
New York
$37K
FFA
20
Founders Financial Alliance
North Carolina
$25K -$5.86K -160 -19%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$19K
EVM
22
Eaton Vance Management
Massachusetts
$17K
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$16K -$1.17K -32 -7%
AIP
24
Ahrens Investment Partners
Louisiana
$13K +$13K +356 New
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$7K

OPPE Hedge Fund Activity: Q4 2021 in Review

27 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q4 2021, worth a combined $35.9M — up 18% from $30.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new OPPE positions and 0 closed out — a net gain of 4 holders — while 6 added to existing stakes and 8 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.89M. The largest seller was Private Capital Group, cutting an estimated $65.6K.

  • 27 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q4 2021, up from 23 in Q3 2021.
  • Funds reported $35.9M of WisdomTree European Opportunities Fund stock for Q4 2021, up 18% quarter-over-quarter.
  • 4 funds opened new WisdomTree European Opportunities Fund positions in Q4 2021 and 0 closed out, a net change of +4 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q4 2021 was Osaic Holdings, an estimated $1.89M added.
  • The largest WisdomTree European Opportunities Fund seller in Q4 2021 was Private Capital Group, an estimated $65.6K sold.

Based on aggregated 13F filings for Q4 2021.