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OPPE

WisdomTree European Opportunities Fund
OPPE

23 hedge funds and large institutions have $28.5M invested in WisdomTree European Opportunities Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 3 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more capital invested

Capital invested by funds: $14.4M → $28.5M (+$14.1M)

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

9.62% more ownership

Funds ownership: 48.5% → 58.12% (+9.6%)

10% more funds holding

Funds holding: 21 → 23 (+2)

57% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 7

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
3
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SPWG
Syntegra Private Wealth Group
Missouri
+$18.8M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$469K
3
Morgan Stanley
Morgan Stanley
New York
+$246K
4
Osaic Holdings
Osaic Holdings
Arizona
+$66.8K
5
EL
EMFO LLC
Florida
+$34K

Top Sellers

1
Jane Street
Jane Street
New York
-$5.03M
2
OMC
Old Mission Capital
Illinois
-$1.04M
3
WMG
WESCAP Management Group
California
-$205K
4
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$117K
5
IWA
Intercontinental Wealth Advisors
Texas
-$98.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
1
Syntegra Private Wealth Group
Missouri
$18.8M +$18.8M +554,751 New
WMG
2
WESCAP Management Group
California
$3.48M -$205K -6,047 -6%
IWA
3
Intercontinental Wealth Advisors
Texas
$1.43M -$98.5K -2,900 -6%
Morgan Stanley
4
Morgan Stanley
New York
$1.32M +$246K +7,254 +23%
JIC
5
Johnson Investment Counsel
Ohio
$1.12M – – –
CSPIA
6
Cary Street Partners Investment Advisory
Virginia
$541K – – –
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$467K +$469K +13,806 New
UBS Group
8
UBS Group
Switzerland
$408K +$3.87K +114 +1%
Jane Street
9
Jane Street
New York
$301K -$5.03M -148,037 -94%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$204K -$25.7K -756 -11%
William Blair & Company
11
William Blair & Company
Illinois
$135K – – –
Bank of America
12
Bank of America
North Carolina
$74.1K -$18.6K -547 -20%
Osaic Holdings
13
Osaic Holdings
Arizona
$66.5K +$66.8K +1,967 New
Wells Fargo
14
Wells Fargo
California
$65.6K – – –
EL
15
EMFO LLC
Florida
$33.9K +$34K +1,000 New
TIM
16
Tortoise Investment Management
New York
$33.9K – – –
4FG
17
4Thought Financial Group
New York
$30.7K -$1.16K -34 -4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$15K -$883 -26 -6%
AIP
19
Ahrens Investment Partners
Louisiana
$12.1K +$12.1K +356 New
CSPAM
20
Cary Street Partners Asset Management
Virginia
$7.08K – – –
SPIA
21
Steward Partners Investment Advisory
New York
$4.16K – – –
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$3.53K +$136 +4 +4%
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$135 – – –
OMC
24
Old Mission Capital
Illinois
– -$1.04M -33,291 Closed
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
– -$117K -3,763 Closed
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OPPE Hedge Fund Activity: Q1 2023 in Review

23 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q1 2023, worth a combined $28.5M — up 98% from $14.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OPPE positions and 3 closed out — a net gain of 2 holders — while 3 added to existing stakes and 7 trimmed.

The largest buyer was Syntegra Private Wealth Group, opening a new position worth an estimated $18.8M. The largest seller was Jane Street, cutting an estimated $5.03M.

  • 23 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q1 2023, up from 21 in Q4 2022.
  • Funds reported $28.5M of WisdomTree European Opportunities Fund stock for Q1 2023, up 98% quarter-over-quarter.
  • 5 funds opened new WisdomTree European Opportunities Fund positions in Q1 2023 and 3 closed out, a net change of +2 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q1 2023 was Syntegra Private Wealth Group, an estimated $18.8M added.
  • The largest WisdomTree European Opportunities Fund seller in Q1 2023 was Jane Street, an estimated $5.03M sold.

Based on aggregated 13F filings for Q1 2023.