Who Owns OPPE?
WisdomTree European Opportunities Fund — Institutional Ownership & 13F Holdings
$55.53
-0.31 (-0.55%)
Market Cap
$150.2M
Shares Outstanding
2,844,352
Institutional Holders
26
Total Inst. Value
$18.5M
% of Float Held
—
QoQ Holder Change
+7
Institutional data as of Q1 2025
New Positions
6
Closed Positions
1
Increased
6
Decreased
5
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | CATHY PARETO & ASSOCIATES, INCNew | $3.6M | 85,229 |
| 2 | WESCAP Management Group, Inc. | $3.5M | 82,146 |
| 3 | JONES FINANCIAL COMPANIES LLLP | $2.6M | 13,968 |
| 4 | Berkeley, IncNew | $2.2M | 50,935 |
| 5 | UBS Group AG | $1.5M | 34,523 |
| 6 | JOHNSON INVESTMENT COUNSEL INC | $1.2M | 29,121 |
| 7 | RAYMOND JAMES FINANCIAL INCNew | $776K | 18,343 |
| 8 | FLOW TRADERS U.S. LLCNew | $722K | 17,050 |
| 9 | CARY STREET PARTNERS FINANCIAL LLC | $565K | 13,342 |
| 10 | MORGAN STANLEY | $386K | 9,138 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| CATHY PARETO & ASSOCIATES, INCNew | +85K | $3.6M |
| JONES FINANCIAL COMPANIES LLLP | +11K | $2.6M |
| Berkeley, IncNew | +51K | $2.2M |
| UBS Group AG | +24K | $1.5M |
| RAYMOND JAMES FINANCIAL INCNew | +18K | $776K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -15K | $271K |
| CARY STREET PARTNERS FINANCIAL LLC | -2K | $565K |
| WESCAP Management Group, Inc. | -1K | $3.5M |
| Corient Private Wealth LLC | -1K | $2K |
| BLAIR WILLIAM & CO/IL | -650 | $127K |
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Frequently Asked Questions
How many institutional investors hold OPPE?
As of Q1 2025, 26 institutional investors report holding OPPE (WisdomTree European Opportunities Fund) in their 13F filings.
Which hedge fund owns the most OPPE?
The largest institutional holder of OPPE is CATHY PARETO & ASSOCIATES, INC with $3.6M in shares.
Are institutions buying or selling OPPE?
This quarter, 6 institutions opened new positions in OPPE and 1 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.