Almanack Investment Partners’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Almanack Investment Partners’s Portfolio HEDJ Stock Details HEDJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-276,054	Closed	-$8.65M	–	159
2018 Q1	$8.65M	Sell	276,054 -99,898	-27%	-$3.19M	3.32%	13
2017 Q4	$12.1M	Sell	375,952 -6,802	-2%	-$221K	4.79%	6
2017 Q3	$12.4M	Buy	382,754 +3,430	+0.9%	+$108K	6.01%	3
2017 Q2	$11.8M	Buy	379,324 +16,694	+5%	+$541K	6.61%	2
2017 Q1	$11.4M	Sell	362,630 -124,844	-26%	-$3.72M	8.52%	1
2016 Q4	$14M	Buy	+487,474	New	+$13.3M	11.66%	1

Other funds holding HEDJ

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Almanack Investment Partners's HEDJ Position: Q2 2018 in Review

Almanack Investment Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2018, closing a stake of 276,054 shares — an estimated $8.65M sold.

Almanack Investment Partners first reported a position in HEDJ in Q4 2016 and held it in 6 quarters. The position peaked at $14M in Q4 2016. 295 funds tracked by Wall St. Rank hold HEDJ as of Q2 2018.

Almanack Investment Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
Almanack Investment Partners sold 276,054 WisdomTree Europe Hedged Equity Fund shares in Q2 2018, an estimated $8.65M.
Almanack Investment Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2016 and held it in 6 quarters.
Almanack Investment Partners's WisdomTree Europe Hedged Equity Fund position peaked at $14M in Q4 2016.
295 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2018.

Based on Almanack Investment Partners's 13F filing for Q2 2018, filed 15 Aug 2018.