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OPPE

WisdomTree European Opportunities Fund

22 hedge funds and large institutions have $11.2M invested in WisdomTree European Opportunities Fund in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

16% more funds holding

Funds holding: 1922 (+3)

4% more capital invested

Capital invested by funds: $10.8M → $11.2M (+$450K)

0.64% less ownership

Funds ownership: 26.01%25.37% (-0.64%)

17% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 6

Holders
22
Holders Change
+3
Holders Change %
+15.79%
% of All Funds
0.32%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
6
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
1
WESCAP Management Group
California
$3.56M +$11.9K +326 +0.4%
Corient Private Wealth
2
Corient Private Wealth
Florida
$1.56M -$74.3K -2,038 -5%
JIC
3
Johnson Investment Counsel
Ohio
$1.27M
BI
4
Berkeley Inc
Idaho
$1.07M +$47.5K +1,303 +5%
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$589K
AA
6
AlphaMark Advisors
Kentucky
$565K +$139K +3,800 +35%
OMC
7
Old Mission Capital
Illinois
$525K -$44.3K -1,216 -8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$509K -$78.6K -2,157 -14%
UBS Group
9
UBS Group
Switzerland
$444K +$12.9K +354 +3%
Morgan Stanley
10
Morgan Stanley
New York
$315K -$305K -8,381 -51%
Comerica Bank
11
Comerica Bank
Texas
$259K -$292 -8 -0.1%
Jane Street
12
Jane Street
New York
$223K +$211K +5,797 New
William Blair & Company
13
William Blair & Company
Illinois
$142K
Bank of America
14
Bank of America
North Carolina
$71.4K +$6.09K +167 +10%
TIM
15
Tortoise Investment Management
New York
$38.5K
4FG
16
4Thought Financial Group
New York
$29.2K -$2.81K -77 -9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$16K
Osaic Holdings
18
Osaic Holdings
Arizona
$13.1K +$12.4K +340 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$9.11K +$8.64K +237 New
SPIA
20
Steward Partners Investment Advisory
New York
$4.73K
VWM
21
Venturi Wealth Management
Texas
$1.08K +$1.02K +28 New
OSAM
22
O'Shaughnessy Asset Management
Connecticut
$162
Citadel Advisors
23
Citadel Advisors
Florida
-$209K -5,806 Closed

OPPE Hedge Fund Activity: Q1 2024 in Review

22 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q1 2024, worth a combined $11.2M — up 4.2% from $10.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new OPPE positions and 1 closed out — a net gain of 3 holders — while 5 added to existing stakes and 6 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $211K. The largest seller was Morgan Stanley, cutting an estimated $305K.

  • 22 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q1 2024, up from 19 in Q4 2023.
  • Funds reported $11.2M of WisdomTree European Opportunities Fund stock for Q1 2024, up 4.2% quarter-over-quarter.
  • 4 funds opened new WisdomTree European Opportunities Fund positions in Q1 2024 and 1 closed out, a net change of +3 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q1 2024 was Jane Street, an estimated $211K added.
  • The largest WisdomTree European Opportunities Fund seller in Q1 2024 was Morgan Stanley, an estimated $305K sold.

Based on aggregated 13F filings for Q1 2024.