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OPPE

WisdomTree European Opportunities Fund

24 hedge funds and large institutions have $14.1M invested in WisdomTree European Opportunities Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

40% more capital invested

Capital invested by funds: $10M → $14.1M (+$4.03M)

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

20% more funds holding

Funds holding: 2024 (+4)

6.65% more ownership

Funds ownership: 22.23%28.88% (+6.7%)

Holders
24
Holders Change
+4
Holders Change %
+20%
% of All Funds
0.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
7
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WMG
1
WESCAP Management Group
California
$3.25M -$253K -6,650 -7%
BI
2
Berkeley Inc
Idaho
$2.3M +$1.14M +29,994 +104%
FTUS
3
Flow Traders U.S.
New York
$1.74M +$1.7M +44,524 New
Corient Private Wealth
4
Corient Private Wealth
Florida
$1.56M -$12.8K -337 -0.8%
JIC
5
Johnson Investment Counsel
Ohio
$1.14M -$153K -4,010 -12%
Jane Street
6
Jane Street
New York
$716K +$699K +18,359 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$696K +$293K +7,706 +76%
AA
8
AlphaMark Advisors
Kentucky
$652K +$26.3K +690 +4%
CSPIA
9
Cary Street Partners Investment Advisory
Virginia
$598K
UBS Group
10
UBS Group
Switzerland
$515K +$98.1K +2,575 +24%
Morgan Stanley
11
Morgan Stanley
New York
$269K +$51.6K +1,354 +24%
Comerica Bank
12
Comerica Bank
Texas
$263K
William Blair & Company
13
William Blair & Company
Illinois
$144K
Bank of America
14
Bank of America
North Carolina
$75.8K +$1.49K +39 +2%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$50K +$10.5K +275 +28%
TIM
16
Tortoise Investment Management
New York
$39K
4FG
17
4Thought Financial Group
New York
$30K -$343 -9 -1%
Osaic Holdings
18
Osaic Holdings
Arizona
$25K
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$7K -$8.68K -228 -55%
NB
20
NBT Bank
New York
$6.94K +$6.78K +178 New
SPIA
21
Steward Partners Investment Advisory
New York
$4.8K
JP Morgan Chase
22
JP Morgan Chase
New York
$1.6K +$1.56K +41 New
OSAM
23
O'Shaughnessy Asset Management
Connecticut
$155
Fidelity Investments
24
Fidelity Investments
Massachusetts
$39 +$38 +1 New
IAIM
25
International Assets Investment Management
Florida
-$8.74K -232 Closed

OPPE Hedge Fund Activity: Q3 2024 in Review

24 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q3 2024, worth a combined $14.1M — up 40% from $10M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new OPPE positions and 1 closed out — a net gain of 4 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Flow Traders U.S., opening a new position worth an estimated $1.7M. The largest seller was WESCAP Management Group, cutting an estimated $253K.

  • 24 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q3 2024, up from 20 in Q2 2024.
  • Funds reported $14.1M of WisdomTree European Opportunities Fund stock for Q3 2024, up 40% quarter-over-quarter.
  • 5 funds opened new WisdomTree European Opportunities Fund positions in Q3 2024 and 1 closed out, a net change of +4 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q3 2024 was Flow Traders U.S., an estimated $1.7M added.
  • The largest WisdomTree European Opportunities Fund seller in Q3 2024 was WESCAP Management Group, an estimated $253K sold.

Based on aggregated 13F filings for Q3 2024.