Hilltop Holdings’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Hilltop Holdings’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 Q1	–	Sell	-55,038	Closed	-$1.75M	–	436
2017 Q4	$1.75M	Buy	+55,038	New	+$1.79M	0.4%	67
2017 Q3	–	Sell	-55,038	Closed	-$1.72M	–	304
2017 Q2	$1.72M	Hold	55,038	–	–	0.5%	56
2017 Q1	$1.73M	Hold	55,038	–	–	0.52%	53
2016 Q4	$1.58M	Hold	55,038	–	–	0.5%	56
2016 Q3	$1.48M	Hold	55,038	–	–	0.47%	69
2016 Q2	$1.39M	Hold	55,038	–	–	0.44%	70
2016 Q1	$1.43M	Hold	55,038	–	–	0.45%	72
2015 Q4	$1.48M	Hold	55,038	–	–	0.43%	77
2015 Q3	$1.5M	Buy	+55,038	New	+$1.66M	0.44%	75
2015 Q2	–	Sell	-55,038	Closed	-$1.82M	–	336
2015 Q1	$1.82M	Buy	+55,038	New	+$1.71M	0.47%	68

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

JCM

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Hilltop Holdings's HEDJ Position: Q1 2018 in Review

Hilltop Holdings sold out of WisdomTree Europe Hedged Equity Fund (HEDJ) in Q1 2018, closing a stake of 55,038 shares — an estimated $1.75M sold.

Hilltop Holdings first reported a position in HEDJ in Q1 2015 and held it in 10 quarters. The position peaked at $1.82M in Q1 2015. 306 funds tracked by Wall St. Rank hold HEDJ as of Q1 2018.

Hilltop Holdings reported no remaining WisdomTree Europe Hedged Equity Fund position as of Q1 2018 after selling out during the quarter.
Hilltop Holdings sold 55,038 WisdomTree Europe Hedged Equity Fund shares in Q1 2018, an estimated $1.75M.
Hilltop Holdings first reported a position in WisdomTree Europe Hedged Equity Fund in Q1 2015 and held it in 10 quarters.
Hilltop Holdings's WisdomTree Europe Hedged Equity Fund position peaked at $1.82M in Q1 2015.
306 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q1 2018.

Based on Hilltop Holdings's 13F filing for Q1 2018, filed 15 May 2018.