Almanack Investment Partners’s WisdomTree European Opportunities Fund OPPE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-11,585	Closed	-$334K	–	243
2018 Q3	$334K	Buy	11,585 +978	+9%	+$29.8K	0.09%	119
2018 Q2	$319K	Sell	10,607 -149,047	-93%	-$4.69M	0.14%	73
2018 Q1	$4.89M	Buy	159,654 +1,945	+1%	+$61.1K	1.88%	19
2017 Q4	$4.94M	Buy	157,709 +20,991	+15%	+$649K	1.95%	18
2017 Q3	$4.2M	Buy	136,718 +19,620	+17%	+$586K	2.04%	17
2017 Q2	$3.45M	Buy	117,098 +28,568	+32%	+$849K	1.93%	13
2017 Q1	$2.5M	Sell	88,530 -25,857	-23%	-$696K	1.87%	11
2016 Q4	$2.95M	Buy	+114,387	New	+$2.83M	2.46%	13

Other funds holding OPPE

JCM

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

WMG

WESCAP Management Group Glendale, California $536M AUM 19.75% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.36B AUM 18.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Almanack Investment Partners's OPPE Position: Q4 2018 in Review

Almanack Investment Partners sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2018, closing a stake of 11,585 shares — an estimated $334K sold.

Almanack Investment Partners first reported a position in OPPE in Q4 2016 and held it in 8 quarters. The position peaked at $4.94M in Q4 2017. 31 funds tracked by Wall St. Rank hold OPPE as of Q4 2018.

Almanack Investment Partners reported no remaining WisdomTree European Opportunities Fund position as of Q4 2018 after selling out during the quarter.
Almanack Investment Partners sold 11,585 WisdomTree European Opportunities Fund shares in Q4 2018, an estimated $334K.
Almanack Investment Partners first reported a position in WisdomTree European Opportunities Fund in Q4 2016 and held it in 8 quarters.
Almanack Investment Partners's WisdomTree European Opportunities Fund position peaked at $4.94M in Q4 2017.
31 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2018.

Based on Almanack Investment Partners's 13F filing for Q4 2018, filed 25 Jan 2019.