Mascoma Wealth Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Mascoma Wealth Management’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
2019 Q1	–	Sell	-280	Closed	-$8K	–	403
2018 Q4	$8K	Hold	280	–	–	0.01%	273
2018 Q3	$9K	Hold	280	–	–	0.01%	289
2018 Q2	$9K	Hold	280	–	–	0.01%	283
2018 Q1	$9K	Hold	280	–	–	0.01%	279
2017 Q4	$9K	Buy	+280	New	+$9.1K	0.01%	272

Other funds holding HEDJ

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JCM

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

P3I

Progeny 3 Inc Kirkland, Washington $1.94B AUM 19.13% 1-Year Est. Return

Mascoma Wealth Management's HEDJ Position: Q1 2019 in Review

Mascoma Wealth Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2019, closing a stake of 280 shares — an estimated $8K sold.

Mascoma Wealth Management first reported a position in HEDJ in Q4 2017 and held it in 5 quarters. The position peaked at $9K in Q3 2018. 260 funds tracked by Wall St. Rank hold HEDJ as of Q1 2019.

Mascoma Wealth Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2019 after selling out during the quarter.
Mascoma Wealth Management sold 280 WisdomTree Europe Hedged Equity Fund shares in Q1 2019, an estimated $8K.
Mascoma Wealth Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 5 quarters.
Mascoma Wealth Management's WisdomTree Europe Hedged Equity Fund position peaked at $9K in Q3 2018.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2019.

Based on Mascoma Wealth Management's 13F filing for Q1 2019, filed 23 Apr 2019.