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

SWS 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	-72	Closed	-$2K	–	190
2018 Q1	$2K	Sell	72 -70	-49%	-$2.23K	﹤0.01%	355
2017 Q4	$5K	Buy	+142	New	+$4.61K	﹤0.01%	320

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

SWS Partners's HEDJ Position: Q2 2018 in Review

SWS Partners sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q2 2018, closing a stake of 72 shares — an estimated $2K sold.

SWS Partners first reported a position in HEDJ in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q4 2017. 296 funds tracked by Wall St. Rank hold HEDJ as of Q2 2018.

SWS Partners reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 72 WisdomTree Europe Hedged Equity Fund shares in Q2 2018, an estimated $2K.
SWS Partners first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 2 quarters.
SWS Partners's WisdomTree Europe Hedged Equity Fund position peaked at $5K in Q4 2017.
296 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.