Cadence Bank’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Cadence Bank’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 Q4	–	Sell	-25,000	Closed	-$790K	–	236
2018 Q3	$790K	Hold	25,000	–	–	0.07%	112
2018 Q2	$789K	Hold	25,000	–	–	0.07%	109
2018 Q1	$784K	Hold	25,000	–	–	0.08%	110
2017 Q4	$796K	Buy	+25,000	New	+$812K	0.08%	105

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

IUHSA

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

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

P3I

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

Cadence Bank's HEDJ Position: Q4 2018 in Review

Cadence Bank sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q4 2018, closing a stake of 25,000 shares — an estimated $790K sold.

Cadence Bank first reported a position in HEDJ in Q4 2017 and held it in 4 quarters. The position peaked at $796K in Q4 2017. 260 funds tracked by Wall St. Rank hold HEDJ as of Q4 2018.

Cadence Bank reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q4 2018 after selling out during the quarter.
Cadence Bank sold 25,000 WisdomTree Europe Hedged Equity Fund shares in Q4 2018, an estimated $790K.
Cadence Bank first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2017 and held it in 4 quarters.
Cadence Bank's WisdomTree Europe Hedged Equity Fund position peaked at $796K in Q4 2017.
260 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2018.

Based on Cadence Bank's 13F filing for Q4 2018, filed 7 Feb 2019.