MBT
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Montecito Bank & Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Montecito Bank & Trust’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
-6,300
Closed -$201K – 186
2017
Q4 		$201K Buy
+6,300
New +$205K 0.07% 177
2017
Q3 		– Sell
-69,846
Closed -$2.18M – 173
2017
Q2 		$2.18M Buy
+69,846
New +$2.26M 0.78% 23
2017
Q1 		– Sell
-2,800
Closed -$80K – 270
2016
Q4 		$80K Buy
+2,800
New +$76.6K 0.03% 247
2016
Q2 		– Sell
-69,214
Closed -$1.8M – 180
2016
Q1 		$1.8M Buy
+69,214
New +$1.75M 0.81% 25

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Morgan Stanley
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UBS Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JCM
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RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
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Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return