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OPPE

WisdomTree European Opportunities Fund
OPPE

24 hedge funds and large institutions have $14.1M invested in WisdomTree European Opportunities Fund in 2024 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.09% more ownership

Funds ownership: 28.88% → 31.97% (+3.1%)

0% more funds holding

Funds holding: 24 → 24 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

0% less capital invested

Capital invested by funds: $14.1M → $14.1M (-$22.9K)

14% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 7

Holders
24
Holders Change
–
Holders Change %
0%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
6
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WT
Whittier Trust
California
+$264K
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$119K
3
Bank of America
Bank of America
North Carolina
+$61.1K
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$52.9K
5
AWM
AE Wealth Management
Kansas
+$42K

Top Sellers

1
FTUS
Flow Traders U.S.
New York
-$1.74M
2
BI
Berkeley Inc
Idaho
-$851K
3
Jane Street
Jane Street
New York
-$716K
4
CSPIA
Cary Street Partners Investment Advisory
Virginia
-$598K
5
Morgan Stanley
Morgan Stanley
New York
-$154K
Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1
Cathy Pareto & Associates
Florida
$3.2M +$3.2M +83,653 New
WMG
2
WESCAP Management Group
California
$3.19M +$2.64K +69 +0.1%
Corient Private Wealth
3
Corient Private Wealth
Florida
$1.53M – – –
BI
4
Berkeley Inc
Idaho
$1.4M -$851K -22,235 -38%
JIC
5
Johnson Investment Counsel
Ohio
$1.11M – – –
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$801K +$119K +3,099 +17%
AA
7
AlphaMark Advisors
Kentucky
$672K +$32.9K +860 +5%
CSP
8
Cary Street Partners
Virginia
$586K +$587K +15,326 New
UBS Group
9
UBS Group
Switzerland
$414K -$90.6K -2,366 -18%
WT
10
Whittier Trust
California
$263K +$264K +6,885 New
Comerica Bank
11
Comerica Bank
Texas
$256K -$1.49K -39 -0.6%
William Blair & Company
12
William Blair & Company
Illinois
$140K -$1.91K -50 -1%
Bank of America
13
Bank of America
North Carolina
$135K +$61.1K +1,597 +82%
Morgan Stanley
14
Morgan Stanley
New York
$110K -$154K -4,010 -58%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$102K +$52.9K +1,381 +108%
AWM
16
AE Wealth Management
Kansas
$41.9K +$42K +1,096 New
TIM
17
Tortoise Investment Management
New York
$38.2K – – –
4FG
18
4Thought Financial Group
New York
$29.7K +$268 +7 +0.9%
Osaic Holdings
19
Osaic Holdings
Arizona
$11.5K -$13K -340 -53%
NB
20
NBT Bank
New York
$6.8K – – –
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$6K -$957 -25 -13%
SPIA
22
Steward Partners Investment Advisory
New York
$4.7K – – –
RIL
23
Rothschild Investment LLC
Illinois
$650 +$651 +17 New
OSAM
24
O'Shaughnessy Asset Management
Connecticut
$153 – – –
FTUS
25
Flow Traders U.S.
New York
– -$1.74M -44,524 Closed
1
2

OPPE Hedge Fund Activity: Q4 2024 in Review

24 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in WisdomTree European Opportunities Fund (OPPE) for Q4 2024, worth a combined $14.1M — down 0.16% from $14.1M a quarter earlier.

Fund positioning in OPPE was balanced in Q4 2024: 5 funds opened new positions, 5 closed out, 6 added to existing stakes and 7 trimmed.

The largest buyer was Whittier Trust, opening a new position worth an estimated $264K. The largest seller was Flow Traders U.S., exiting entirely with an estimated $1.74M sold.

  • 24 institutional investors held WisdomTree European Opportunities Fund (OPPE) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $14.1M of WisdomTree European Opportunities Fund stock for Q4 2024, down 0.16% quarter-over-quarter.
  • 5 funds opened new WisdomTree European Opportunities Fund positions in Q4 2024 and 5 closed out, a net change of 0 holders.
  • The largest WisdomTree European Opportunities Fund buyer in Q4 2024 was Whittier Trust, an estimated $264K added.
  • The largest WisdomTree European Opportunities Fund seller in Q4 2024 was Flow Traders U.S., an estimated $1.74M sold.

Based on aggregated 13F filings for Q4 2024.