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OPPE

WisdomTree European Opportunities Fund

23 hedge funds and large institutions have $31.1M invested in WisdomTree European Opportunities Fund in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

10% more funds holding

Funds holding: 2123 (+2)

2% more capital invested

Capital invested by funds: $30.4M → $31.1M (+$744K)

0.72% more ownership

Funds ownership: 53.14%53.86% (+0.72%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

Holders
23
Holders Change
+2
Holders Change %
+9.52%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
4
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPWG
1
Syntegra Private Wealth Group
Missouri
$21.5M +$1.11M +32,880 +5%
WMG
2
WESCAP Management Group
California
$3.2M -$29.7K -878 -0.9%
Corient Private Wealth
3
Corient Private Wealth
Florida
$1.41M +$1.44M +42,592 New
JIC
4
Johnson Investment Counsel
Ohio
$1.09M
Morgan Stanley
5
Morgan Stanley
New York
$660K -$422K -12,474 -38%
CSPIA
6
Cary Street Partners Investment Advisory
Virginia
$506K +$7.07K +209 +1%
Citadel Advisors
7
Citadel Advisors
Florida
$474K -$409K -12,084 -46%
OMC
8
Old Mission Capital
Illinois
$467K +$202K +5,975 +73%
Jane Street
9
Jane Street
New York
$426K +$436K +12,895 New
BI
10
Berkeley Inc
Idaho
$417K +$427K +12,624 New
UBS Group
11
UBS Group
Switzerland
$368K
Comerica Bank
12
Comerica Bank
Texas
$223K +$229K +6,753 New
William Blair & Company
13
William Blair & Company
Illinois
$127K
AA
14
AlphaMark Advisors
Kentucky
$85K +$86.6K +2,560 New
Bank of America
15
Bank of America
North Carolina
$71K -$812 -24 -1%
EL
16
EMFO LLC
Florida
$33K
TIM
17
Tortoise Investment Management
New York
$33K
4FG
18
4Thought Financial Group
New York
$28.5K +$237 +7 +0.8%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$15K
Osaic Holdings
20
Osaic Holdings
Arizona
$11.2K -$508 -15 -4%
Wells Fargo
21
Wells Fargo
California
$7.73K -$57.6K -1,703 -88%
SPIA
22
Steward Partners Investment Advisory
New York
$4.06K
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$132
FTUS
24
Flow Traders U.S.
New York
-$271K -8,041 Closed
Fidelity Investments
25
Fidelity Investments
Massachusetts
-$34 -1 Closed

OPPE Hedge Fund Activity: Q3 2023 in Review

23 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q3 2023, worth a combined $31.1M — up 2.4% from $30.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OPPE positions and 2 closed out — a net gain of 3 holders — while 4 added to existing stakes and 6 trimmed.

The largest buyer was Corient Private Wealth, opening a new position worth an estimated $1.44M. The largest seller was Morgan Stanley, cutting an estimated $422K.

  • 23 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q3 2023, up from 21 in Q2 2023.
  • Funds reported $31.1M of WisdomTree European Opportunities Fund stock for Q3 2023, up 2.4% quarter-over-quarter.
  • 5 funds opened new WisdomTree European Opportunities Fund positions in Q3 2023 and 2 closed out, a net change of +3 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q3 2023 was Corient Private Wealth, an estimated $1.44M added.
  • The largest WisdomTree European Opportunities Fund seller in Q3 2023 was Morgan Stanley, an estimated $422K sold.

Based on aggregated 13F filings for Q3 2023.