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OPPE

WisdomTree European Opportunities Fund
OPPE

20 hedge funds and large institutions have $10M invested in WisdomTree European Opportunities Fund in 2024 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.15% less ownership

Funds ownership: 25.37% → 22.23% (-3.1%)

9% less funds holding

Funds holding: 22 → 20 (-2)

10% less capital invested

Capital invested by funds: $11.2M → $10M (-$1.18M)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
20
Holders Change
-2
Holders Change %
-9.09%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
4
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
AlphaMark Advisors
Kentucky
+$52.3K
2
BI
Berkeley Inc
Idaho
+$48.2K
3
Jones Financial Companies
Jones Financial Companies
Missouri
+$39.2K
4
Osaic Holdings
Osaic Holdings
Arizona
+$11.8K
5
IAIM
International Assets Investment Management
Florida
+$9.1K

Top Sellers

1
OMC
Old Mission Capital
Illinois
-$525K
2
Jane Street
Jane Street
New York
-$223K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$121K
4
Morgan Stanley
Morgan Stanley
New York
-$104K
5
WMG
WESCAP Management Group
California
-$98.9K
Name Holding Trade Value Shares
Change 		Change in
Stake
WMG
1
WESCAP Management Group
California
$3.39M -$98.9K -2,521 -3%
Corient Private Wealth
2
Corient Private Wealth
Florida
$1.52M -$13.7K -350 -0.9%
JIC
3
Johnson Investment Counsel
Ohio
$1.25M – – –
BI
4
Berkeley Inc
Idaho
$1.09M +$48.2K +1,228 +4%
AA
5
AlphaMark Advisors
Kentucky
$604K +$52.3K +1,335 +9%
CSPIA
6
Cary Street Partners Investment Advisory
Virginia
$577K – – –
UBS Group
7
UBS Group
Switzerland
$400K -$36.3K -925 -8%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$382K -$121K -3,093 -23%
Comerica Bank
9
Comerica Bank
Texas
$254K – – –
Morgan Stanley
10
Morgan Stanley
New York
$208K -$104K -2,643 -32%
William Blair & Company
11
William Blair & Company
Illinois
$139K – – –
Bank of America
12
Bank of America
North Carolina
$71.7K +$1.88K +48 +3%
TIM
13
Tortoise Investment Management
New York
$37.7K – – –
Jones Financial Companies
14
Jones Financial Companies
Missouri
$37.7K +$39.2K +1,000 New
4FG
15
4Thought Financial Group
New York
$29.3K -$78 -2 -0.3%
Osaic Holdings
16
Osaic Holdings
Arizona
$24.1K +$11.8K +300 +88%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$16K – – –
IAIM
18
International Assets Investment Management
Florida
$8.74K +$9.1K +232 New
SPIA
19
Steward Partners Investment Advisory
New York
$4.63K – – –
OSAM
20
O'Shaughnessy Asset Management
Connecticut
$151 – – –
OMC
21
Old Mission Capital
Illinois
– -$525K -13,640 Closed
Jane Street
22
Jane Street
New York
– -$223K -5,797 Closed
Northwestern Mutual Wealth Management
23
Northwestern Mutual Wealth Management
Wisconsin
– -$9.11K -237 Closed
VWM
24
Venturi Wealth Management
Texas
– -$1.08K -28 Closed

OPPE Hedge Fund Activity: Q2 2024 in Review

20 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q2 2024, worth a combined $10M — down 10% from $11.2M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of OPPE and 2 opened new positions — a net loss of 2 holders — while 6 trimmed existing stakes and 4 added.

The largest buyer was AlphaMark Advisors, adding an estimated $52.3K. The largest seller was Old Mission Capital, exiting entirely with an estimated $525K sold.

  • 20 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q2 2024, down from 22 in Q1 2024.
  • Funds reported $10M of WisdomTree European Opportunities Fund stock for Q2 2024, down 10% quarter-over-quarter.
  • 2 funds opened new WisdomTree European Opportunities Fund positions in Q2 2024 and 4 closed out, a net change of -2 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q2 2024 was AlphaMark Advisors, an estimated $52.3K added.
  • The largest WisdomTree European Opportunities Fund seller in Q2 2024 was Old Mission Capital, an estimated $525K sold.

Based on aggregated 13F filings for Q2 2024.