Cypress Wealth Services’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Cypress Wealth Services’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	-7,078	Closed	-$222K	–	230
2018 Q1	$222K	Buy	+7,078	New	+$226K	0.09%	172

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Cypress Wealth Services's HEDJ Position: Q2 2018 in Review

Cypress Wealth Services sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2018, closing a stake of 7,078 shares — an estimated $222K sold.

Cypress Wealth Services first reported a position in HEDJ in Q1 2018 and held it in 1 quarter. The position peaked at $222K in Q1 2018. 296 funds tracked by Wall St. Rank hold HEDJ as of Q2 2018.

Cypress Wealth Services reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
Cypress Wealth Services sold 7,078 WisdomTree Europe Hedged Equity Fund shares in Q2 2018, an estimated $222K.
Cypress Wealth Services first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2018 and held it in 1 quarter.
Cypress Wealth Services's WisdomTree Europe Hedged Equity Fund position peaked at $222K in Q1 2018.
296 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2018.

Based on Cypress Wealth Services's 13F filing for Q2 2018, filed 6 Aug 2018.