Skip to content
Disclosery

HEDJ WISDOMTREE TR

Follow

ETF (fund)

199 managers (201 13F filers) reported a position in HEDJ shares at 2024-12-31, 13,530,475 shares in all. 13 filers opened a position and 17 filers sold out during the quarter.

Managers
199
13F filers
201
New
13
Added
46
Reduced
68
Sold out
17
Shares held by filers
13,530,475

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC3,228,014$141M0.03%+9,49813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,245,837$54.5M<0.01%-242,06813F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,158,069$50.6M<0.01%-30,35913F-HRTimelineGroup
UBS Group AGin group UBS Group AG991,403$43.3M0.01%+16,95313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN436,841$19.1M<0.01%+8,98113F-HRTimelineGroup
FMR LLCin group FMR LLC435,290$19M<0.01%+1,17213F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…405,296$17.7M0.05%+8,75113F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA399,227$17.5M<0.01%-12,02613F-HRTimelineGroup
LPL Financial LLC273,937$12M<0.01%-192,99313F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.269,603$11.8M0.17%+21,98413F-HRTimelineGroup
CWM, LLCin group CWM, LLC266,943$11.7M0.05%+85,65013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC242,166$10.6M<0.01%13F-HR/ATimelineGroup
RETIREMENT FINANCIAL SOLUTIONS, LLC224,288$9.81M5.29%+87,63313F-HRTimeline
Private Portfolio Partners LLC193,359$8.45M1.55%+3,05213F-HRTimeline
Azimuth Capital Investment Management L…179,815$7.86M0.31%-6,49513F-HRTimeline
CONDOR CAPITAL MANAGEMENT168,314$7.36M0.65%+4,53713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.165,054$7.22M0.54%-18,42613F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC161,710$7.07M0.03%new13F-HRTimelineGroup
CONNING INC.in group CONNING INC.144,030$6.3M0.22%013F-HRTimelineGroup
Madison Asset Management, LLCgroup of 2 filers holding126,432$5.53M+63,216Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC109,044$4.77M<0.01%+1,24713F-HRTimelineGroup
Federation des caisses Desjardins du Qu…104,435$4.57M0.02%+4,17313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO104,158$4.55M<0.01%+2,02313F-HRTimelineGroup
MML INVESTORS SERVICES, LLC102,895$4.5M0.02%+13,23013F-HRTimeline
Sharper & Granite LLC98,490$4.31M1.9%-17,53513F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC85,033$3.72M0.01%-114,20713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC83,498$3.65M<0.01%+71513F-HRTimelineGroup
FLOW TRADERS U.S. LLC80,580$3.52M0.14%-1,23713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding71,797$3.14M+13,003Timeline
Janney Montgomery Scott LLC67,942$2.97M0.01%-8,31113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…65,359$2.86M0.05%-18013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…65,152$2.85M<0.01%-101,86113F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP61,278$2.66M<0.01%+5,91913F-HRTimelineGroup
Curi Capital, LLC57,621$2.52M0.06%-33513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp50,498$2.21M<0.01%+1,26613F-HRTimelineGroup
CSM Advisors, LLC49,598$2.17M0.1%+2,09113F-HR/ATimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/48,145$2.1M<0.01%+64913F-HRTimelineGroup
Cambridge Investment Research Advisors,…42,364$1.85M0.01%-15,67213F-HRTimeline
CATHY PARETO & ASSOCIATES, INC42,055$1.84M1.69%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC41,781$1.83M<0.01%-55613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.37,715$1.65M<0.01%-1,13613F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP37,718$1.65M<0.01%+13,88313F-HRTimelineGroup
Creative Planningin group Creative Planning36,526$1.6M<0.01%-1,51213F-HRTimelineGroup
Sage Capital Management, LLC34,284$1.5M0.76%+15313F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC34,274$1.5M0.09%-5,41713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC33,197$1.45M<0.01%-11,11513F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC32,540$1.42M<0.01%-7,26213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…31,963$1.4M<0.01%+81713F-HR/ATimeline
COMERICA BANK29,418$1.29M0.01%+1,84113F-HR/ATimeline
RiverFront Investment Group, LLC28,838$1.26M0.03%-1,14813F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…28,656$1.25M<0.01%-2,52013F-HRTimelineGroup
M. Kulyk & Associates, LLC26,098$1.14M0.25%+3,75813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP26,143$1.14M<0.01%-613,49013F-HRTimeline
Cetera Investment Advisers24,560$1.07M<0.01%-7,20513F-HRTimeline
PFG Advisors23,300$1.02M0.06%+14213F-HRTimeline
MMBG INVESTMENT ADVISORS CO.23,140$1.01M0.11%013F-HRTimeline
Integrated Wealth Concepts LLC23,102$1.01M0.01%+59313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC22,737$994K0.25%-10313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP30,953$978K<0.01%-4,59713F-HRTimelineGroup
GenTrust, LLC22,214$972K0.04%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp20,864$912K<0.01%-46013F-HRTimelineGroup
HighTower Advisors, LLC20,723$906K<0.01%-3,46513F-HRTimeline
COUNTRY CLUB BANK20,440$889K0.06%-2,40013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…20,067$877K<0.01%-24,07413F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\17,700$774K<0.01%013F-HR/ATimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co16,794$734K0.01%new13F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.14,939$685K0.02%+113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC15,593$682K<0.01%-5,35313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC15,432$675K<0.01%-2,77313F-HRTimelineGroup
Harbour Capital Advisors, LLC14,790$645K0.14%013F-HRTimeline
Steward Partners Investment Advisory, L…14,673$642K0.01%+6,19013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,600$639K<0.01%-37713F-HRTimelineGroup
Sloy Dahl & Holst, LLC14,490$634K0.08%013F-HRTimeline
Robertson Stephens Wealth Management, L…14,480$633K0.02%013F-HRTimeline
Atria Wealth Solutions, Inc.13,730$600K0.01%-1,51513F-HRTimeline
Clearwater Capital Advisors, LLC13,640$596K0.06%013F-HRTimeline
Prime Capital Investment Advisors, LLC13,476$589K0.01%-24513F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC12,980$567K0.04%-10013F-HRTimeline
Prospera Financial Services Inc12,520$547K0.01%+26313F-HRTimeline
IHT Wealth Management, LLC12,462$545K0.02%-2013F-HRTimeline
Independent Advisor Alliance12,302$538K0.01%new13F-HRTimeline
Portland Financial Advisors Inc11,647$509K1.37%13F-HRTimeline
Cooksen Wealth, LLC11,626$508K0.47%+10913F-HRTimeline
Hickory Point Bank & Trust11,374$497K0.44%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC10,998$481K<0.01%+10,82813F-HRTimelineGroup
Bogart Wealth, LLC10,953$479K0.02%+4113F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,570$462K<0.01%new13F-HR/ATimelineGroup
COMMERCE BANKin group COMMERCE BANK10,440$456K<0.01%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,432$456K<0.01%-1,16913F-HRTimelineGroup
US FINANCIAL ADVISORS, LLC10,388$454K0.14%+18313F-HRTimeline
Meridian Wealth Management, LLC10,318$451K0.02%-93513F-HRTimeline
Sanctuary Advisors, LLC8,826$418K<0.01%-6,28613F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…9,512$416K0.32%13F-HR/ATimelineGroup
Parkside Advisors LLC9,487$415K0.1%+3813F-HRTimeline
&PARTNERS8,971$391K<0.01%-52613F-HRTimeline
HOLDERNESS INVESTMENTS CO8,511$372K0.08%-12013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …8,372$366K0.01%+9313F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,241$360K<0.01%-69013F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.8,227$360K<0.01%+11213F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.8,136$356K0.17%013F-HRTimeline
Belpointe Asset Management LLC7,819$352K0.02%-213F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC8,000$350K0.07%013F-HRTimelineGroup
ALETHEA CAPITAL MANAGEMENT, LLC7,925$346K0.3%-9513F-HRTimeline
Investment Partners Asset Management, I…7,406$324K0.25%013F-HRTimeline
Next Level Private LLC7,201$315K0.13%+813F-HRTimeline
Eagle Strategies LLC7,190$314K0.05%new13F-HRTimeline
RDA Financial Network7,190$314K0.09%013F-HRTimeline
1832 Asset Management L.P.7,120$311K<0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC7,112$311K<0.01%-90013F-HRTimeline
AMERIFLEX GROUP, INC.6,500$306K0.14%13F-HRTimeline
Union Bancaire Privee, UBP SA6,950$302K0.01%13F-HR/ATimeline
DAVENPORT & Co LLC6,783$297K<0.01%+21913F-HRTimeline
Finley Financial, LLC6,580$296K0.15%13F-HRTimeline
Mill Creek Capital Advisors, LLC6,706$293K0.01%-1,47413F-HRTimeline
Kingsview Wealth Management, LLC6,696$293K0.01%013F-HRTimeline
MOTCO6,372$279K0.03%013F-HRTimeline
AlphaCore Capital LLC6,300$276K0.06%013F-HRTimeline
Chancellor Financial Group WB LP6,301$275K0.22%13F-HRTimeline
CURA WEALTH ADVISORS, LLC5,982$262K0.12%13F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,889$257K0.01%+613F-HRTimelineGroup
SCOTIA CAPITAL INC.5,710$250K<0.01%+25813F-HRTimeline
BigSur Wealth Management LLC5,600$245K0.07%013F-HRTimeline
Ausdal Financial Partners, Inc.5,555$243K0.02%-19913F-HRTimeline
Clear Harbor Asset Management, LLC5,536$242K0.02%013F-HRTimeline
Concorde Asset Management, LLC5,530$242K0.13%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,434$238K<0.01%013F-HR/ATimelineGroup
Waverly Advisors, LLC5,382$235K<0.01%new13F-HRTimeline
TWO SIGMA SECURITIES, LLC5,236$229K0.04%-1,08213F-HRTimeline
Valmark Advisers, Inc.5,176$226K<0.01%new13F-HRTimeline
West Financial Advisors, LLC5,051$221K0.04%-10013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,989$218K0.02%013F-HRTimeline
BLB&B Advisors, LLC4,866$213K0.01%013F-HRTimeline
HB Wealth Management, LLC4,849$212K<0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.4,684$205K<0.01%-78413F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC4,659$204K<0.01%-7,60813F-HRTimelineGroup
MAI Capital Management4,624$202K<0.01%new13F-HRTimeline
Parallel Advisors, LLC4,000$175K<0.01%013F-HRTimeline
Addison Advisors LLC4,000$175K0.05%013F-HRTimeline
WHITTIER TRUST CO3,654$160K<0.01%-6813F-HRTimeline
Bernard Wealth Management Corp.3,618$158K0.07%13F-HR/ATimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,410$149K<0.01%-90613F-HRTimelineGroup
Westside Investment Management, Inc.3,356$147K0.03%-1,20013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,220$141K<0.01%-2,60013F-HRTimelineGroup
Atlantic Edge Private Wealth Management…3,000$131K0.04%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,892$126K<0.01%-26,30213F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,566$112K<0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,417$106K<0.01%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,530$72K<0.01%013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,560$68.2K0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,200$52.5K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,180$51.6K0.02%013F-HRTimelineGroup
Ayalon Insurance Comp Ltd.1,060$46K0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,022$44.7K0.03%013F-HRTimeline
TD Waterhouse Canada Inc.1,000$43.6K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.992$43.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA951$41.6K<0.01%013F-HRTimeline
Atala Financial Inc880$38.5K0.03%13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC839$36.7K<0.01%-2513F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …800$35K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC768$33.6K<0.01%+15813F-HRTimeline
WealthShield Partners, LLC724$31.7K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…586$25.6K<0.01%-15213F-HRTimeline
Headlands Technologies LLC569$24.9K<0.01%-13813F-HRTimeline
Farther Finance Advisors, LLC552$24.1K<0.01%-20013F-HRTimeline
AE Wealth Management LLC532$23.3K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…532$23.3K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC500$21.9K<0.01%013F-HRTimeline
Noble Wealth Management PBC494$21.6K0.01%13F-HRTimeline
TRUST CO OF VERMONT460$20.1K<0.01%-19013F-HRTimeline
SBI Securities Co., Ltd.437$19.1K<0.01%13F-HRTimeline
NewEdge Advisors, LLC429$18.7K<0.01%-4,65513F-HRTimeline
Pinnacle Bancorp, Inc.400$17.5K0.01%013F-HRTimeline
Geneos Wealth Management Inc.360$15.7K<0.01%-40013F-HRTimeline
Glass Jacobson Investment Advisors llc352$15.4K0.01%+213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Decker Retirement Planning Inc.346$15.1K0.01%13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.338$14.8K<0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC314$13.7K<0.01%013F-HRTimeline
Zions Bancorporation, N.A.306$13.4K<0.01%new13F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…305$13.3K<0.01%+16313F-HRTimelineGroup
Founders Financial Alliance, LLC275$12K<0.01%013F-HRTimeline
CoreCap Advisors, LLC249$10.9K<0.01%-30013F-HRTimeline
Activest Wealth Management235$10.3K<0.01%-2,06213F-HRTimeline
Creative Capital Management Investments…225$9.84K<0.01%new13F-HRTimeline
Key Financial Inc218$9.53K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC216$9.44K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC206$9.02K<0.01%+113F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$8.74K<0.01%013F-HRTimeline
Main Street Group, LTD120$5.25K<0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …110$5K<0.01%013F-HRTimelineGroup
Creekmur Asset Management LLC113$4.96K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC100$4.37K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC78$3.41K<0.01%013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC72$3.15K<0.01%013F-HRTimeline
Global Retirement Partners, LLC67$2.93K<0.01%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC60$2.69K<0.01%new13F-HRTimelineGroup
Avior Wealth Management, LLC50$2.19K<0.01%-67013F-HRTimeline
Quest 10 Wealth Builders, Inc.39$1.72K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners37$1.62K<0.01%-47213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.