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OPPE

WisdomTree European Opportunities Fund

24 hedge funds and large institutions have $34M invested in WisdomTree European Opportunities Fund in 2022 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.38% more ownership

Funds ownership: 61.68%63.06% (+1.4%)

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

9% less capital invested

Capital invested by funds: $37.4M → $34M (-$3.41M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
5
Reduced
7
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
1
Osaic Holdings
Arizona
$22.7M +$1.49M +43,736 +6%
WMG
2
WESCAP Management Group
California
$3.63M -$232K -6,819 -5%
Morgan Stanley
3
Morgan Stanley
New York
$1.66M -$396K -11,630 -18%
IWA
4
Intercontinental Wealth Advisors
Texas
$1.4M
OMC
5
Old Mission Capital
Illinois
$1.13M -$131K -3,831 -9%
JIC
6
Johnson Investment Counsel
Ohio
$1.02M
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$527K
Jane Street
8
Jane Street
New York
$467K +$517K +15,179 New
UBS Group
9
UBS Group
Switzerland
$376K -$37.7K -1,108 -8%
Bank of America
10
Bank of America
North Carolina
$295K +$68 +2 +0%
SSCA
11
South Shore Capital Advisors
Massachusetts
$237K +$2.73K +80 +1%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$219K +$2.62K +77 +1%
William Blair & Company
13
William Blair & Company
Illinois
$131K -$17K -500 -11%
Wells Fargo
14
Wells Fargo
California
$63K -$16.8K -494 -20%
4FG
15
4Thought Financial Group
New York
$37K +$2.59K +76 +7%
TIM
16
Tortoise Investment Management
New York
$31K
PCG
17
Private Capital Group
Connecticut
$24K -$55.2K -1,620 -68%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$22K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$14K
AIP
20
Ahrens Investment Partners
Louisiana
$11K
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$6K
SPIA
22
Steward Partners Investment Advisory
New York
$4K
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$2K +$2.35K +69 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
-$314K -9,075 Closed

OPPE Hedge Fund Activity: Q2 2022 in Review

24 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q2 2022, worth a combined $34M — down 9.1% from $37.4M a quarter earlier.

Fund positioning in OPPE was balanced in Q2 2022: 2 funds opened new positions, 2 closed out, 5 added to existing stakes and 7 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.49M. The largest seller was Morgan Stanley, cutting an estimated $396K.

  • 24 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $34M of WisdomTree European Opportunities Fund stock for Q2 2022, down 9.1% quarter-over-quarter.
  • 2 funds opened new WisdomTree European Opportunities Fund positions in Q2 2022 and 2 closed out, a net change of 0 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q2 2022 was Osaic Holdings, an estimated $1.49M added.
  • The largest WisdomTree European Opportunities Fund seller in Q2 2022 was Morgan Stanley, an estimated $396K sold.

Based on aggregated 13F filings for Q2 2022.