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OPPE

WisdomTree European Opportunities Fund
OPPE

24 hedge funds and large institutions have $37.4M invested in WisdomTree European Opportunities Fund in 2022 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 6

1.01% more ownership

Funds ownership: 60.67% → 61.68% (+1%)

4% more capital invested

Capital invested by funds: $35.9M → $37.4M (+$1.47M)

11% less funds holding

Funds holding: 27 → 24 (-3)

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
7
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$2.55M
2
Morgan Stanley
Morgan Stanley
New York
+$2.03M
3
OMC
Old Mission Capital
Illinois
+$1.24M
4
WMG
WESCAP Management Group
California
+$134K
5
William Blair & Company
William Blair & Company
Illinois
+$35.6K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$869K
2
Jane Street
Jane Street
New York
-$576K
3
KPWS
Kestra Private Wealth Services
Texas
-$341K
4
UBS Group
UBS Group
Switzerland
-$301K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$54K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$24M +$2.55M +71,616 +12%
WMG
2
WESCAP Management Group
California
$4.32M +$134K +3,779 +3%
Morgan Stanley
3
Morgan Stanley
New York
$2.27M +$2.03M +56,986 +657%
IWA
4
Intercontinental Wealth Advisors
Texas
$1.57M – – –
OMC
5
Old Mission Capital
Illinois
$1.41M +$1.24M +34,897 +608%
JIC
6
Johnson Investment Counsel
Ohio
$1.15M – – –
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$593K – – –
UBS Group
8
UBS Group
Switzerland
$461K -$301K -8,461 -39%
Bank of America
9
Bank of America
North Carolina
$332K +$28.2K +793 +9%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$314K -$869K -24,432 -73%
SSCA
11
South Shore Capital Advisors
Massachusetts
$264K -$2.85K -80 -1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$243K -$54K -1,519 -18%
William Blair & Company
13
William Blair & Company
Illinois
$165K +$35.6K +1,000 +27%
Wells Fargo
14
Wells Fargo
California
$87K -$4.02K -113 -4%
PCG
15
Private Capital Group
Connecticut
$83K – – –
4FG
16
4Thought Financial Group
New York
$39K -$4.87K -137 -11%
TIM
17
Tortoise Investment Management
New York
$35K – – –
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$25K +$6.51K +183 +35%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$16K – – –
AIP
20
Ahrens Investment Partners
Louisiana
$12K – – –
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
– -$576K -15,558 Closed
KPWS
24
Kestra Private Wealth Services
Texas
– -$341K -9,217 Closed
FFA
25
Founders Financial Alliance
North Carolina
– -$25K -663 Closed
1
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OPPE Hedge Fund Activity: Q1 2022 in Review

24 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q1 2022, worth a combined $37.4M — up 4.1% from $35.9M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of OPPE and 1 opened new positions — a net loss of 3 holders — while 6 trimmed existing stakes and 7 added.

The largest buyer was Osaic Holdings, adding an estimated $2.55M. The largest seller was Susquehanna International Group, cutting an estimated $869K.

  • 24 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q1 2022, down from 27 in Q4 2021.
  • Funds reported $37.4M of WisdomTree European Opportunities Fund stock for Q1 2022, up 4.1% quarter-over-quarter.
  • 1 fund opened new WisdomTree European Opportunities Fund positions in Q1 2022 and 4 closed out, a net change of -3 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q1 2022 was Osaic Holdings, an estimated $2.55M added.
  • The largest WisdomTree European Opportunities Fund seller in Q1 2022 was Susquehanna International Group, an estimated $869K sold.

Based on aggregated 13F filings for Q1 2022.