Simmons First Trust’s WisdomTree Europe Hedged Equity Fund HEDJ Stock Holding History

Simmons First 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
2015 Q4	$1.4M	Buy	52,020 +33,976	+188%	+$1M	0.16%	121
2015 Q3	$493K	Buy	18,044 +1,332	+8%	+$40.1K	0.12%	121
2015 Q2	$515K	Buy	+16,712	New	+$546K	0.13%	117
2015 Q1	–	Sell	-57,862	Closed	-$1.61M	–	173
2014 Q4	$1.61M	Buy	+57,862	New	+$1.64M	0.41%	63

Other funds holding HEDJ

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

Simmons First Trust's HEDJ Position: Q4 2015 in Review

Simmons First Trust increased its WisdomTree Europe Hedged Equity Fund (HEDJ) stake by 188% in Q4 2015, buying an estimated $1M and bringing the position to 52,020 shares worth $1.4M. The position accounts for 0.16% of the portfolio, ranked #121.

Simmons First Trust first reported a position in HEDJ in Q4 2014 and has held it in 4 quarters since. The position peaked at $1.61M in Q4 2014. 384 funds tracked by Wall St. Rank hold HEDJ as of Q4 2015.

Simmons First Trust held 52,020 shares of WisdomTree Europe Hedged Equity Fund worth $1.4M as of Q4 2015.
Simmons First Trust bought 33,976 WisdomTree Europe Hedged Equity Fund shares in Q4 2015, an estimated $1M.
WisdomTree Europe Hedged Equity Fund made up 0.16% of Simmons First Trust's portfolio in Q4 2015, its #121 holding.
Simmons First Trust first reported a position in WisdomTree Europe Hedged Equity Fund in Q4 2014 and has held it in 4 quarters since.
Simmons First Trust's WisdomTree Europe Hedged Equity Fund position peaked at $1.61M in Q4 2014.
384 funds tracked by Wall St. Rank held WisdomTree Europe Hedged Equity Fund as of Q4 2015.

Based on Simmons First Trust's 13F filing for Q4 2015, filed 1 Feb 2016.