Cresset Asset Management’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Cresset Asset 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
2020 Q2	–	Sell	-9,056	Closed	-$232K	–	692
2020 Q1	$232K	Sell	9,056 -3,006	-25%	-$95.9K	0.01%	469
2019 Q4	$426K	Buy	12,062 +6	+0%	+$207	0.01%	331
2019 Q3	$406K	Buy	12,056 +5,260	+77%	+$173K	0.01%	305
2019 Q2	$225K	Sell	6,796 -10,328	-60%	-$339K	0.01%	409
2019 Q1	$547K	Hold	17,124	–	–	0.02%	172
2018 Q4	$483K	Buy	+17,124	New	+$507K	0.03%	127

Other funds holding HEDJ

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

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

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

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

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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

NEAM

New England Asset Management Farmington, Connecticut $863M AUM 17.57% 1-Year Est. Return

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

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

Permanens Capital New York $972M AUM 27.73% 1-Year Est. Return

Cresset Asset Management's HEDJ Position: Q2 2020 in Review

Cresset Asset Management sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2020, closing a stake of 9,056 shares — an estimated $232K sold.

Cresset Asset Management first reported a position in HEDJ in Q4 2018 and held it in 6 quarters. The position peaked at $547K in Q1 2019. 194 funds tracked by Wall St. Rank hold HEDJ as of Q2 2020.

Cresset Asset Management reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2020 after selling out during the quarter.
Cresset Asset Management sold 9,056 WisdomTree Europe Hedged Equity Fund shares in Q2 2020, an estimated $232K.
Cresset Asset Management first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2018 and held it in 6 quarters.
Cresset Asset Management's WisdomTree Europe Hedged Equity Fund position peaked at $547K in Q1 2019.
194 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2020.

Based on Cresset Asset Management's 13F filing for Q2 2020, filed 4 Aug 2020.