Hilltop National Bank DTD — WISDOMTREE ETFS/USA

Ownership history in Hilltop National Bank  ·  9 quarters on record

AI Ownership Summary

Hilltop National Bank reported WISDOMTREE ETFS/USA (DTD) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows DTD at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DTD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hilltop National Bank's position in WISDOMTREE ETFS/USA, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DTD was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DTD stock page Hilltop National Bank fund profile Hilltop National Bank full holdings
How Hilltop National Bank held DTD — position size vs. price
% of Fund (quarterly)    DTD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 986 — 0% 0.02% $92K 2026-07-02 $93.90
2026 Q1 UNCHANGED — — — 986 — 0% 0.02% $85K 2026-04-02 $86.17
2025 Q4 UNCHANGED — — — 986 — 0% 0.02% $84K 2026-01-07 $85.04
2025 Q3 UNCHANGED — — — 986 — 0% 0.02% $83K 2025-10-08 $82.65
2025 Q2 UNCHANGED — — — 986 — 0% 0.02% $78K 2025-07-21 $78.96
2024 Q4 UNCHANGED — — — 986 — 0% 0.02% $75K 2025-01-10 $72.68
2024 Q3 UNCHANGED — — — 986 — 0% 0.02% $76K 2024-10-15 $74.97
2024 Q2 UNCHANGED — — — 986 — 0% 0.02% $70K 2024-07-10 $69.11
2024 Q1 INITIATED — — — 986 — — 0.02% $70K 2024-05-06 $65.86

🏢 Other funds also holding DTD

As of 2026 Q2 — sorted by position size

FFG RETIREMENT ADVISORS LLC 3Y 2.95% Melone Private Wealth, LLC 3Y 2.95% Envision Financial LLC 1.89% CHERRYDALE WEALTH MANAGEMENT, LLC 3Y 0.46% OxenFree Capital LLC 0.41% EVOLUTION WEALTH MANAGEMENT INC. 0.41% Sharper & Granite LLC 3Y 0.39% ATLas Financial Planning LLC 0.37% Certified Advisory Corp 3Y 7Y 0.24% Asset Advisory Group, Inc. 0.2%

FAQ About Hilltop National Bank and DTD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Hilltop National Bank reported owning DTD?

Hilltop National Bank reported DTD across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DTD position in Hilltop National Bank's portfolio?

The largest reported portfolio weight for DTD was 0.02% in 2024 Q1.

What is the latest reported DTD position on this page?

The most recent filing on this page is 2026 Q2, when Hilltop National Bank reported 986 shares, equal to 0.02% of portfolio, with an estimated market value of $92K.

What does the chart on this DTD ownership page compare?

The chart compares Hilltop National Bank's quarterly DTD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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