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OPPE

WisdomTree European Opportunities Fund

21 hedge funds and large institutions have $30.4M invested in WisdomTree European Opportunities Fund in 2023 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $28.5M → $30.4M (+$1.87M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4.98% less ownership

Funds ownership: 58.12%53.14% (-5%)

9% less funds holding

Funds holding: 2321 (-2)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

88% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 8

Holders
21
Holders Change
-2
Holders Change %
-8.7%
% of All Funds
0.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
1
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
1
Syntegra Private Wealth Group
Missouri
$20.8M +$2.14M +62,545 +11%
WMG
2
WESCAP Management Group
California
$3.29M -$176K -5,152 -5%
IWA
3
Intercontinental Wealth Advisors
Texas
$1.42M
JIC
4
Johnson Investment Counsel
Ohio
$1.11M
Morgan Stanley
5
Morgan Stanley
New York
$1.09M -$219K -6,405 -16%
Citadel Advisors
6
Citadel Advisors
Florida
$890K +$905K +26,440 New
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$509K -$29.7K -867 -5%
UBS Group
8
UBS Group
Switzerland
$375K -$31.1K -909 -8%
OMC
9
Old Mission Capital
Illinois
$274K +$279K +8,157 New
FTUS
10
Flow Traders U.S.
New York
$271K +$275K +8,041 New
William Blair & Company
11
William Blair & Company
Illinois
$130K -$5.13K -150 -4%
Bank of America
12
Bank of America
North Carolina
$73.1K -$513 -15 -0.7%
Wells Fargo
13
Wells Fargo
California
$65.2K
EL
14
EMFO LLC
Florida
$33.6K
TIM
15
Tortoise Investment Management
New York
$33.6K
4FG
16
4Thought Financial Group
New York
$28.8K -$1.78K -52 -6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15K
Osaic Holdings
18
Osaic Holdings
Arizona
$11.9K -$55.2K -1,612 -82%
SPIA
19
Steward Partners Investment Advisory
New York
$4.14K
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$135
Fidelity Investments
21
Fidelity Investments
Massachusetts
$34 +$34 +1 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
-$467K -13,806 Closed
Jane Street
23
Jane Street
New York
-$301K -8,884 Closed
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
-$204K -6,030 Closed
CSPAM
25
Cary Street Partners Asset Management
Virginia
-$7.08K -209 Closed

OPPE Hedge Fund Activity: Q2 2023 in Review

21 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q2 2023, worth a combined $30.4M — up 6.6% from $28.5M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of OPPE and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 1 added.

The largest buyer was Syntegra Private Wealth Group, adding an estimated $2.14M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $467K sold.

  • 21 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q2 2023, down from 23 in Q1 2023.
  • Funds reported $30.4M of WisdomTree European Opportunities Fund stock for Q2 2023, up 6.6% quarter-over-quarter.
  • 4 funds opened new WisdomTree European Opportunities Fund positions in Q2 2023 and 5 closed out, a net change of -1 holder.
  • The largest WisdomTree European Opportunities Fund buyer in Q2 2023 was Syntegra Private Wealth Group, an estimated $2.14M added.
  • The largest WisdomTree European Opportunities Fund seller in Q2 2023 was Susquehanna International Group, an estimated $467K sold.

Based on aggregated 13F filings for Q2 2023.