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OPPE

WisdomTree European Opportunities Fund
OPPE

19 hedge funds and large institutions have $10.8M invested in WisdomTree European Opportunities Fund in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

17% less funds holding

Funds holding: 23 → 19 (-4)

27.85% less ownership

Funds ownership: 53.86% → 26.01% (-28%)

65% less capital invested

Capital invested by funds: $31.1M → $10.8M (-$20.4M)

80% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 5

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
19
Holders Change
-4
Holders Change %
-17.39%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
1
Increased
5
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$521K
2
BI
Berkeley Inc
Idaho
+$467K
3
AA
AlphaMark Advisors
Kentucky
+$282K
4
OMC
Old Mission Capital
Illinois
+$24.5K
5
Corient Private Wealth
Corient Private Wealth
Florida
+$2.54K

Top Sellers

1
SPWG
Syntegra Private Wealth Group
Missouri
-$21.5M
2
Jane Street
Jane Street
New York
-$426K
3
Citadel Advisors
Citadel Advisors
Florida
-$289K
4
WMG
WESCAP Management Group
California
-$155K
5
Morgan Stanley
Morgan Stanley
New York
-$116K
Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
1
WESCAP Management Group
California
$3.32M -$155K -4,578 -5%
Corient Private Wealth
2
Corient Private Wealth
Florida
$1.54M +$2.54K +75 +0.2%
JIC
3
Johnson Investment Counsel
Ohio
$1.19M – – –
BI
4
Berkeley Inc
Idaho
$952K +$467K +13,807 +109%
Morgan Stanley
5
Morgan Stanley
New York
$596K -$116K -3,428 -17%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$554K +$521K +15,397 New
CSPIA
7
Cary Street Partners Investment Advisory
Virginia
$552K – – –
OMC
8
Old Mission Capital
Illinois
$535K +$24.5K +724 +5%
UBS Group
9
UBS Group
Switzerland
$403K +$1.79K +53 +0.5%
AA
10
AlphaMark Advisors
Kentucky
$393K +$282K +8,345 +326%
Comerica Bank
11
Comerica Bank
Texas
$243K – – –
Citadel Advisors
12
Citadel Advisors
Florida
$209K -$289K -8,550 -60%
William Blair & Company
13
William Blair & Company
Illinois
$133K -$5.08K -150 -4%
Bank of America
14
Bank of America
North Carolina
$60.8K -$15.6K -460 -21%
TIM
15
Tortoise Investment Management
New York
$36K – – –
4FG
16
4Thought Financial Group
New York
$30.9K -$169 -5 -0.6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$15K – – –
SPIA
18
Steward Partners Investment Advisory
New York
$4.43K – – –
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$144 – – –
SPWG
20
Syntegra Private Wealth Group
Missouri
– -$21.5M -650,176 Closed
Jane Street
21
Jane Street
New York
– -$426K -12,895 Closed
EL
22
EMFO LLC
Florida
– -$33K -1,000 Closed
Osaic Holdings
23
Osaic Holdings
Arizona
– -$11.2K -340 Closed
Wells Fargo
24
Wells Fargo
California
– -$7.73K -234 Closed

OPPE Hedge Fund Activity: Q4 2023 in Review

19 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q4 2023, worth a combined $10.8M — down 65% from $31.1M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of OPPE and 1 opened new positions — a net loss of 4 holders — while 6 trimmed existing stakes and 5 added.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $521K. The largest seller was Syntegra Private Wealth Group, exiting entirely with an estimated $21.5M sold.

  • 19 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q4 2023, down from 23 in Q3 2023.
  • Funds reported $10.8M of WisdomTree European Opportunities Fund stock for Q4 2023, down 65% quarter-over-quarter.
  • 1 fund opened new WisdomTree European Opportunities Fund positions in Q4 2023 and 5 closed out, a net change of -4 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q4 2023 was Susquehanna International Group, an estimated $521K added.
  • The largest WisdomTree European Opportunities Fund seller in Q4 2023 was Syntegra Private Wealth Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2023.