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Disclosery

HEDJ WISDOMTREE TR

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ETF (fund)

215 managers (216 13F filers) reported a position in HEDJ shares at 2025-03-31, 14,569,655 shares in all. 29 filers opened a position and 12 filers sold out during the quarter.

Managers
215
13F filers
216
New
29
Added
61
Reduced
55
Sold out
12
Shares held by filers
14,569,655

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC2,925,121$139M0.03%-302,89313F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,294,271$61.5M<0.01%+48,43413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,265,562$60.1M0.01%+107,49313F-HRTimelineGroup
UBS Group AGin group UBS Group AG974,755$46.3M0.01%-16,64813F-HRTimelineGroup
LPL Financial LLC706,868$33.6M0.01%+432,93113F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP659,164$31.6M0.03%+633,02113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN453,328$21.5M0.01%+16,48713F-HRTimelineGroup
FMR LLCin group FMR LLC439,608$20.9M<0.01%+4,31813F-HRTimelineGroup
Boothe Investment Group, Inc.414,971$19.7M8.99%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…404,839$19.2M0.05%-45713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA401,602$19.1M<0.01%+2,37513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC277,365$13.2M<0.01%+35,19913F-HRTimelineGroup
RETIREMENT FINANCIAL SOLUTIONS, LLC231,515$11M4.28%+7,22713F-HR/ATimeline
Azimuth Capital Investment Management L…185,475$8.81M0.35%+5,66013F-HRTimeline
CONDOR CAPITAL MANAGEMENT168,253$7.99M0.74%-6113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC161,710$7.68M0.03%013F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.151,633$7.2M0.55%-13,42113F-HRTimelineGroup
CONNING INC.in group CONNING INC.144,030$6.84M0.24%013F-HRTimelineGroup
Allianz Asset Management GmbHin group Allianz SE141,200$6.7M0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO122,054$5.8M<0.01%+17,89613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC110,024$5.22M0.02%+7,12913F-HRTimeline
Federation des caisses Desjardins du Qu…101,475$4.82M0.02%-2,96013F-HRTimeline
Sharper & Granite LLC100,000$4.75M1.96%+1,51013F-HRTimeline
Atria Investments, Inc98,336$4.67M0.06%new13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC92,850$4.41M0.01%+7,81713F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding84,609$4.02M+12,812Timeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC78,425$3.72M<0.01%-5,07313F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC78,219$3.71M3.28%+36,16413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp71,478$3.39M<0.01%+20,98013F-HRTimelineGroup
Janney Montgomery Scott LLC68,915$3.27M0.01%+97313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC65,839$3.13M<0.01%+32,64213F-HRTimelineGroup
Defined Financial Planning LLC64,287$3.07M3.11%new13F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…59,692$2.83M0.04%-5,66713F-HRTimelineGroup
PFG Advisors59,294$2.82M0.16%+35,99413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP57,216$2.74M<0.01%+19,49813F-HR/ATimelineGroup
Curi Capital, LLC57,063$2.71M0.07%-55813F-HRTimeline
Cambridge Investment Research Advisors,…53,758$2.55M0.01%+11,39413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/50,971$2.41M<0.01%+2,82613F-HRTimelineGroup
Cetera Investment Advisers50,157$2.38M<0.01%+25,59713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…49,563$2.35M<0.01%-15,58913F-HRTimelineGroup
CSM Advisors, LLC49,556$2.35M0.13%-4213F-HRTimeline
Creative Planningin group Creative Planning46,740$2.22M<0.01%+10,21413F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP45,621$2.17M<0.01%-15,65713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.44,171$2.1M<0.01%+6,45613F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC43,728$2.08M<0.01%-65,31613F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.43,062$2.04M0.03%-226,54113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC42,948$2.04M<0.01%+1,16713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…41,039$1.95M<0.01%+9,07613F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC38,972$1.85M0.12%+4,69813F-HRTimeline
Sage Capital Management, LLC33,664$1.6M0.87%-62013F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC32,540$1.54M<0.01%013F-HRTimelineGroup
M. Kulyk & Associates, LLC29,526$1.4M0.32%+3,42813F-HRTimeline
COMERICA BANK29,352$1.39M0.01%-6613F-HRTimeline
Impact Capital Partners LLC28,539$1.36M0.49%new13F-HRTimeline
HighTower Advisors, LLC25,365$1.2M<0.01%+4,64213F-HRTimeline
PATTEN & PATTEN INC/TN24,347$1.16M0.08%new13F-HRTimeline
Integrated Wealth Concepts LLC23,536$1.12M0.01%+43413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP22,943$1.09M<0.01%-8,01013F-HRTimelineGroup
GenTrust, LLC22,214$1.05M0.05%013F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC21,875$1.04M0.27%-86213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,277$1.01M<0.01%+1,21013F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp20,864$991K<0.01%013F-HRTimelineGroup
COUNTRY CLUB BANK20,440$979K0.07%013F-HRTimeline
Belpointe Asset Management LLC18,126$861K0.04%+10,30713F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\17,700$840K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…17,362$824K<0.01%-11,29413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth17,344$823K<0.01%+6,77413F-HR/ATimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co16,794$797K0.01%013F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC15,593$740K<0.01%013F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.14,939$709K0.02%013F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC14,866$706K<0.01%+26613F-HRTimelineGroup
Sloy Dahl & Holst, LLC14,690$697K0.12%+20013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC14,576$692K<0.01%-85613F-HRTimelineGroup
Robertson Stephens Wealth Management, L…14,424$685K0.03%-5613F-HRTimeline
Harbour Capital Advisors, LLC14,790$683K0.17%013F-HRTimeline
Steward Partners Investment Advisory, L…14,030$666K0.01%-64313F-HRTimeline
Clearwater Capital Advisors, LLC13,640$648K0.06%013F-HRTimeline
Prime Capital Investment Advisors, LLC13,411$637K0.01%-6513F-HRTimeline
Atria Wealth Solutions, Inc.13,178$626K0.01%-55213F-HRTimeline
MMBG INVESTMENT ADVISORS CO.12,990$617K0.07%-10,15013F-HRTimeline
Geneos Wealth Management Inc.12,559$596K0.01%+12,19913F-HRTimeline
Prospera Financial Services Inc12,222$580K0.01%-29813F-HRTimeline
RiverFront Investment Group, LLC12,180$578K0.01%-16,65813F-HRTimeline
Cooksen Wealth, LLC11,856$573K0.58%+23013F-HRTimeline
Portland Financial Advisors Inc11,797$560K1.43%+15013F-HRTimeline
IHT Wealth Management, LLC11,420$542K0.02%-1,04213F-HRTimeline
Hickory Point Bank & Trust11,374$540K0.47%013F-HRTimeline
US FINANCIAL ADVISORS, LLC11,088$526K0.16%+70013F-HRTimeline
KANAWHA CAPITAL MANAGEMENT LLC11,060$525K0.04%-1,92013F-HRTimeline
Bogart Wealth, LLC10,928$519K0.02%-2513F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,440$496K<0.01%013F-HRTimelineGroup
Meridian Wealth Management, LLC10,312$490K0.02%-613F-HRTimeline
Summit Financial, LLC9,665$459K0.01%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,610$456K<0.01%+1,38313F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…9,512$452K0.36%013F-HRTimelineGroup
One Capital Management, LLC9,464$449K0.02%new13F-HRTimeline
Parkside Advisors LLC9,344$444K0.11%-14313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP8,988$427K<0.01%+74713F-HRTimelineGroup
Eagle Strategies LLC8,925$424K0.07%+1,73513F-HRTimeline
Sanctuary Advisors, LLC8,750$415K<0.01%-7613F-HRTimeline
HOLDERNESS INVESTMENTS CO8,395$399K0.09%-11613F-HRTimeline
AlphaCore Capital LLC8,334$396K0.03%+2,03413F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.8,136$386K0.18%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC8,000$380K0.08%013F-HRTimelineGroup
ALETHEA CAPITAL MANAGEMENT, LLC7,925$376K0.28%013F-HRTimeline
Guardian Partners Inc.7,783$361K0.04%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,432$353K<0.01%-3,56613F-HRTimelineGroup
Investment Partners Asset Management, I…7,406$352K0.28%013F-HRTimeline
Next Level Private LLC7,202$342K0.13%+113F-HRTimeline
RDA Financial Network7,190$341K0.1%013F-HRTimeline
1832 Asset Management L.P.7,120$338K<0.01%013F-HRTimeline
Foundations Investment Advisors, LLC7,108$337K0.01%new13F-HRTimeline
Private Advisor Group, LLC7,010$333K<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,810$323K<0.01%new13F-HRTimelineGroup
AMERIFLEX GROUP, INC.6,727$319K0.13%+22713F-HRTimeline
Mill Creek Capital Advisors, LLC6,706$318K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL6,617$314K<0.01%+4,20013F-HRTimeline
DAVENPORT & Co LLC6,549$311K<0.01%-23413F-HRTimeline
Finley Financial, LLC6,580$309K0.17%013F-HRTimeline
HB Wealth Management, LLC6,508$309K<0.01%+1,65913F-HRTimeline
HARBOUR INVESTMENTS, INC.6,497$308K0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC6,496$308K0.01%-20013F-HRTimeline
Chancellor Financial Group WB LP6,302$299K0.25%+113F-HRTimeline
HRT FINANCIAL LP6,241$296K<0.01%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …6,119$291K0.01%-2,25313F-HRTimelineGroup
Waverly Advisors, LLC6,082$289K<0.01%+70013F-HRTimeline
CURA WEALTH ADVISORS, LLC5,982$284K0.11%013F-HRTimeline
Beacon Pointe Advisors, LLC5,912$281K<0.01%-1,20013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,876$279K<0.01%+1,21713F-HRTimelineGroup
Ausdal Financial Partners, Inc.5,829$277K0.02%+27413F-HRTimeline
SCOTIA CAPITAL INC.5,666$269K<0.01%-4413F-HRTimeline
GeoWealth Management, LLC5,616$267K0.01%new13F-HRTimeline
BigSur Wealth Management LLC5,600$266K0.07%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,434$258K<0.01%013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,357$254K0.01%-53213F-HRTimelineGroup
Concorde Asset Management, LLC5,530$253K0.14%013F-HRTimeline
Clear Harbor Asset Management, LLC5,191$246K0.02%-34513F-HRTimeline
&PARTNERS5,130$246K<0.01%-3,84113F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,084$241K<0.01%+40013F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC4,989$237K0.02%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,890$232K<0.01%+1,99813F-HRTimelineGroup
BLB&B Advisors, LLC4,866$231K0.01%013F-HRTimeline
Quantinno Capital Management LP4,813$229K<0.01%new13F-HRTimeline
GTS SECURITIES LLC4,742$225K0.01%new13F-HRTimeline
MAI Capital Management4,624$220K<0.01%013F-HRTimeline
Sunesis Advisors, LLC4,400$209K0.11%new13F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,395$209K0.12%new13F-HRTimeline
Koss-Olinger Consulting, LLC4,320$205K0.02%new13F-HRTimeline
Qube Research & Technologies Ltd4,222$200K<0.01%new13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,220$200K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC4,000$190K<0.01%013F-HRTimeline
Addison Advisors LLC4,000$190K0.05%013F-HRTimeline
West Financial Advisors, LLC3,844$183K0.03%-1,20713F-HRTimeline
WHITTIER TRUST CO3,654$173K<0.01%013F-HRTimeline
Bernard Wealth Management Corp.3,550$169K0.08%-6813F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA3,410$162K<0.01%013F-HRTimelineGroup
Westside Investment Management, Inc.3,356$159K0.03%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,168$150K<0.01%-5213F-HRTimelineGroup
Atlantic Edge Private Wealth Management…3,000$142K0.04%013F-HRTimeline
Westwind Capital2,844$135K0.03%new13F-HRTimeline
CWM, LLCin group CWM, LLC2,595$123K<0.01%-264,34813F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,566$122K<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1,700$80.9K<0.01%+70013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,560$74.1K0.01%013F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.1,530$72.6K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,200$57K<0.01%013F-HRTimeline
United Community Bankin group United Community Bank1,180$56K0.02%013F-HRTimelineGroup
North Capital, Inc.1,116$53K0.05%13F-HRTimeline
Ayalon Insurance Comp Ltd.1,060$50K0.02%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,022$48.5K0.03%013F-HRTimeline
First Horizon Advisors, Inc.992$47.1K<0.01%013F-HRTimeline
Atala Financial Inc880$41.8K0.03%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …800$38K<0.01%013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC839$36.7K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC760$36.1K<0.01%-813F-HR/ATimeline
WealthShield Partners, LLC724$34.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA701$33.3K<0.01%-25013F-HRTimeline
Capital Investment Advisory Services, L…586$27.8K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC552$26.4K<0.01%013F-HRTimeline
AE Wealth Management LLC532$25.3K<0.01%013F-HRTimeline
SBI Securities Co., Ltd.501$23.8K<0.01%+6413F-HRTimeline
Clearstead Trust, LLC500$23.7K0.01%013F-HRTimeline
Noble Wealth Management PBC494$23.5K0.02%013F-HRTimeline
TRUST CO OF VERMONT460$21.8K<0.01%013F-HRTimeline
CoreCap Advisors, LLC440$20.9K<0.01%+19113F-HRTimeline
NewEdge Advisors, LLC429$20.4K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC418$19.8K<0.01%+14313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…407$19.3K<0.01%-12513F-HRTimelineGroup
Glen Eagle Advisors, LLC406$19.3K<0.01%+20013F-HRTimeline
Pinnacle Bancorp, Inc.400$19K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.338$16K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.350$16K<0.01%new13F-HRTimeline
Glass Jacobson Investment Advisors llc352$15.4K0.01%013F-HRTimeline
Provenance Wealth Advisors, LLC314$14.9K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…306$14.5K<0.01%13F-HRTimeline
Activest Wealth Management235$11.2K<0.01%013F-HRTimeline
Key Financial Inc218$10.4K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC216$10.3K<0.01%013F-HRTimelineGroup
Headlands Technologies LLC207$9.83K<0.01%-36213F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$9.5K<0.01%013F-HRTimeline