Skip to content

HEDJ WISDOMTREE TR

Follow

ETF (fund)

217 managers (220 13F filers) reported a position in HEDJ shares at 2026-03-31, 14,004,310 shares in all. 14 filers opened a position and 17 filers sold out during the quarter.

Managers
217
13F filers
220
New
14
Added
53
Reduced
65
Sold out
17
Shares held by filers
14,004,310

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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 INC2,568,618$134M0.02%-65,10213F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,352,811$70.8M0.01%-2,95713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,244,286$65.1M<0.01%-33,01313F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding853,709$44.6M+31,227Timeline
LPL Financial LLC532,071$27.8M0.01%-18,32813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN490,134$25.6M0.01%-1,82513F-HR/ATimelineGroup
FMR LLCin group FMR LLC448,102$23.4M<0.01%+1,18313F-HRTimelineGroup
Boothe Investment Group, Inc.446,382$23.3M7.51%+8,38513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA442,287$23.1M<0.01%-3,15813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp430,900$22.5M<0.01%+1,23613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…405,196$21.2M0.04%+2,09213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC341,614$17.9M0.01%-9,21313F-HRTimelineGroup
PATTEN & PATTEN INC/TN263,192$13.8M0.83%+58013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC233,638$12.2M0.29%+30,09813F-HRTimeline
Vestmark Advisory Solutions, Inc.225,583$11.8M0.13%+26,43413F-HRTimeline
Azimuth Capital Investment Management L…197,210$10.3M0.39%+4,93013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.195,544$10.2M0.66%+34,74313F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC153,249$8.01M0.03%013F-HRTimelineGroup
CONNING INC.in group CONNING INC.144,030$7.53M0.25%013F-HRTimelineGroup
CONDOR CAPITAL MANAGEMENT113,282$5.92M0.5%-57,76313F-HRTimeline
Sharper & Granite LLC112,969$5.91M2.02%+4,39513F-HRTimeline
Janney Montgomery Scott LLC112,712$5.89M0.01%+4,97013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…111,787$5.85M0.01%+9,60413F-HRTimelineGroup
Federation des caisses Desjardins du Qu…107,742$5.63M0.02%+10,99413F-HRTimeline
CATHY PARETO & ASSOCIATES, INC99,565$5.21M3.49%+5,87213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC94,789$4.96M<0.01%+11,15013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding81,965$4.29M-4,457Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP80,987$4.11M<0.01%+6,03113F-HRTimelineGroup
FLOW TRADERS U.S. LLC78,366$4.1M0.13%+36,60513F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…68,065$3.56M0.02%+5,73513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP58,550$3.06M<0.01%+3,82813F-HRTimelineGroup
Curi Capital, LLC58,308$3.05M0.05%+68713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO59,065$3.02M<0.01%-4,36313F-HR/ATimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC57,361$3M<0.01%-13,52213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.56,472$2.95M<0.01%-18313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/55,404$2.9M<0.01%+2,01113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC53,457$2.8M<0.01%-2,08413F-HR/ATimelineGroup
Allianz Asset Management GmbHin group Allianz SE52,080$2.72M<0.01%+27,76513F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP50,704$2.65M<0.01%-1,09113F-HRTimelineGroup
PFG Advisors46,744$2.44M0.12%+4,22813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…43,945$2.32M0.01%-26,58513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…44,254$2.31M<0.01%+26,89213F-HRTimelineGroup
Creative Planningin group Creative Planning43,985$2.3M<0.01%+1,04713F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…42,307$2.21M<0.01%-6,97813F-HRTimelineGroup
THOROUGHBRED FINANCIAL SERVICES, LLC35,113$1.84M0.11%+86513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,473$1.8M<0.01%-2,54713F-HRTimeline
Sage Capital Management, LLC34,396$1.8M0.85%-8813F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC32,540$1.7M<0.01%013F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC31,934$1.67M0.28%-96913F-HRTimeline
Cetera Investment Advisers29,141$1.52M<0.01%-2,21113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC29,025$1.52M<0.01%-6,68913F-HRTimelineGroup
Cambridge Investment Research Advisors,…26,971$1.41M<0.01%-99813F-HRTimeline
Robertson Stephens Wealth Management, L…26,797$1.4M0.04%013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP26,399$1.38M<0.01%+32213F-HRTimelineGroup
PARSONS CAPITAL MANAGEMENT INC/RI23,250$1.22M0.06%+45013F-HRTimeline
HighTower Advisors, LLC22,093$1.16M<0.01%+79013F-HRTimeline
New England Private Wealth Advisors LLC21,010$1.1M0.13%013F-HRTimeline
GenTrust, LLC20,354$1.06M0.05%013F-HRTimeline
Eagle Strategies LLC20,172$1.06M0.13%+9,35013F-HRTimeline
Hyposwiss Advisors SA20,715$1.05M1.04%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp19,470$1.02M<0.01%013F-HR/ATimelineGroup
Geneos Wealth Management Inc.18,685$977K0.02%+2,70913F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA18,197$930K0.03%-1,52513F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\17,700$926K<0.01%013F-HRTimelineGroup
Karnit Road Accident Victims Compensati…17,610$921K0.54%-1,47013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co16,794$878K0.01%013F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…16,016$838K0.01%-80013F-HRTimelineGroup
HOURGLASS CAPITAL, LLC16,010$837K0.17%new13F-HRTimeline
Harbour Capital Advisors, LLC14,790$810K0.15%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,944$782K<0.01%013F-HRTimelineGroup
Sloy Dahl & Holst, LLC14,900$779K0.11%013F-HRTimeline
Prospera Financial Services Inc14,491$758K0.01%+3013F-HRTimeline
Clearwater Capital Advisors, LLC13,640$713K0.06%013F-HRTimeline
MML INVESTORS SERVICES, LLC13,611$712K<0.01%+1,24813F-HRTimeline
CITIGROUP INCin group CITIGROUP INC13,544$708K<0.01%-20813F-HRTimelineGroup
MMBG INVESTMENT ADVISORS CO.12,990$679K0.06%013F-HRTimeline
FULCRUM WEALTH ADVISORS, LLC11,875$621K0.51%+5,11013F-HRTimeline
M. Kulyk & Associates, LLC11,815$618K0.12%-18,84213F-HRTimeline
Independent Advisor Alliance11,687$611K0.01%new13F-HRTimeline
RiverFront Investment Group, LLC11,643$609K0.01%-15513F-HRTimeline
Portland Financial Advisors Inc11,430$598K1.24%013F-HRTimeline
Hickory Point Bank & Trust11,374$595K0.39%013F-HRTimeline
Bogart Wealth, LLC11,065$579K0.02%+5213F-HRTimeline
Cooksen Wealth, LLC11,025$577K0.42%-40613F-HRTimeline
Cornerstone Planning Group LLC10,341$565K0.08%-32,41413F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth10,582$553K<0.01%013F-HRTimelineGroup
Napier Financial, LLC10,506$549K0.13%-48313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,440$546K<0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC10,404$544K0.01%-72313F-HRTimeline
Marion Wealth Management10,232$535K0.12%+21213F-HRTimeline
Meridian Wealth Management, LLC9,982$522K0.02%-33013F-HRTimeline
&PARTNERS9,850$515K<0.01%+1,54013F-HRTimeline
IHT Wealth Management, LLC9,724$509K0.01%-46013F-HRTimeline
Steward Partners Investment Advisory, L…9,199$481K<0.01%-72113F-HRTimeline
NorthRock Partners, LLC8,902$466K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.8,356$437K0.18%+7013F-HRTimeline
AlphaCore Capital LLC8,334$436K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,166$427K<0.01%new13F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…8,012$419K0.26%013F-HRTimelineGroup
DAVENPORT & Co LLC7,896$413K<0.01%+30213F-HRTimeline
E&G Advisors, LLC7,779$407K0.09%-1013F-HRTimeline
ALETHEA CAPITAL MANAGEMENT, LLC7,430$389K0.21%013F-HRTimeline
Thrive Wealth Management, LLC7,323$383K0.06%-6113F-HRTimeline
Investment Partners Asset Management, I…7,306$382K0.24%-10013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,262$380K<0.01%013F-HRTimelineGroup
Next Level Private LLC7,261$380K0.09%013F-HRTimeline
HOLDERNESS INVESTMENTS CO7,118$372K0.07%+3213F-HRTimeline
TD Waterhouse Canada Inc.6,830$361K<0.01%-1,26913F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,715$351K0.03%-17813F-HRTimeline
Sanctuary Advisors, LLC6,589$345K<0.01%-41413F-HRTimeline
Finley Financial, LLC6,580$344K0.16%013F-HRTimeline
RDA Financial Network6,440$337K0.08%-30013F-HRTimeline
Waverly Advisors, LLC6,409$335K<0.01%013F-HRTimeline
Kingsview Wealth Management, LLC6,346$332K<0.01%-81913F-HRTimeline
Belpointe Asset Management LLC6,277$328K0.01%013F-HRTimeline
NWF Advisory Services Inc.6,088$318K0.04%+21213F-HRTimeline
CURA WEALTH ADVISORS, LLC5,982$313K0.14%013F-HRTimeline
Mariner, LLCin group Mariner, LLC5,799$303K<0.01%new13F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,720$299K<0.01%-39513F-HRTimelineGroup
Chancellor Financial Group WB LP5,696$298K0.21%-42013F-HRTimeline
BigSur Wealth Management LLC5,600$293K0.08%013F-HRTimeline
Concorde Asset Management, LLC5,530$289K0.14%013F-HRTimeline
SCOTIA CAPITAL INC.5,502$288K<0.01%013F-HRTimeline
Boreal Capital Management LLC1$285K0.25%+113F-HRTimeline
HB Wealth Management, LLC5,438$284K<0.01%013F-HRTimeline
Jefferies Financial Group Inc.in group Jefferies Financial Group Inc.5,434$284K<0.01%013F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.5,366$281K<0.01%+61013F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…5,239$274K<0.01%013F-HRTimelineGroup
Sovran Advisors, LLC4,937$270K0.02%+83813F-HRTimeline
Beacon Pointe Advisors, LLC5,062$265K<0.01%new13F-HRTimeline
CRUX WEALTH ADVISORS5,020$263K0.1%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,987$261K<0.01%+20013F-HRTimelineGroup
Clear Harbor Asset Management, LLC4,901$256K0.02%-1013F-HRTimeline
WealthTrust Axiom LLC4,900$256K0.06%013F-HRTimeline
BLB&B Advisors, LLC4,866$254K0.01%013F-HRTimeline
MAI Capital Management4,624$242K<0.01%-23413F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,488$235K<0.01%+26813F-HRTimelineGroup
17 CAPITAL PARTNERS, LLC4,425$231K0.12%+55013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV4,410$231K0.01%new13F-HRTimeline
Sunesis Advisors, LLC4,400$230K0.1%013F-HRTimeline
HOWARD WEALTH MANAGEMENT, LLC4,395$230K0.1%013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC4,363$228K0.07%013F-HRTimeline
Merit Financial Group, LLC4,176$218K<0.01%-21013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS4,098$214K<0.01%-13013F-HRTimeline
Savvy Advisors, Inc.4,059$212K0.01%new13F-HRTimeline
Parallel Advisors, LLC4,000$209K<0.01%013F-HR/ATimeline
Addison Advisors LLC4,000$209K0.05%013F-HRTimeline
IPG Investment Advisors LLC3,900$204K0.04%013F-HRTimeline
West Financial Advisors, LLC3,558$186K0.03%-15613F-HRTimeline
WHITTIER TRUST CO3,410$181K<0.01%013F-HRTimeline
Westside Investment Management, Inc.3,356$176K0.03%013F-HRTimeline
BAYBAN3,220$168K0.15%013F-HRTimeline
Bernard Wealth Management Corp.3,210$168K0.07%-22913F-HRTimeline
Atlantic Edge Private Wealth Management…3,000$157K0.04%013F-HRTimeline
VANGUARD GROUP INCgroup of 2 filers holding2,917$153KnewTimeline
BLAIR WILLIAM & CO/IL2,908$152K<0.01%-2,41213F-HRTimeline
CWM, LLCin group CWM, LLC2,571$134K<0.01%+16013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,566$134K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC2,214$113K<0.01%-13,56913F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources2,014$105K<0.01%-90013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA1,900$99.4K<0.01%013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP1,560$81.6K0.01%013F-HRTimelineGroup
AE Wealth Management LLC1,304$68.2K<0.01%013F-HRTimeline
IFP Advisors, Inc1,221$63.9K<0.01%-10513F-HRTimeline
United Community Bankin group United Community Bank1,180$61.7K0.02%013F-HRTimelineGroup
Front Row Advisors LLC1,116$58.4K0.02%013F-HRTimeline
Ayalon Insurance Comp Ltd.1,060$55K0.01%013F-HRTimeline
LFA - Lugano Financial Advisors SA1,022$53.5K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…904$47.7K<0.01%+4413F-HRTimeline
GAMMA Investing LLC753$39.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC742$39.2K<0.01%-17613F-HRTimeline
CoreCap Advisors, LLC732$38.3K<0.01%013F-HRTimeline
WealthShield Partners, LLC724$37.9K<0.01%013F-HRTimeline
Community Financial Services Group, LLC668$35.3K0.01%new13F-HRTimeline
SBI Securities Co., Ltd.657$34.4K<0.01%-1413F-HRTimeline
Capital Investment Advisory Services, L…568$29.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC533$27.9K0.01%013F-HRTimeline
Clearstead Trust, LLC500$26.1K<0.01%013F-HRTimeline
Noble Wealth Management PBC450$23.5K0.01%013F-HRTimeline
Glen Eagle Advisors, LLC414$21.6K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.400$20.9K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.338$17.7K<0.01%013F-HRTimeline
Qube Research & Technologies Ltd336$17.6K<0.01%-99013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …325$17K<0.01%-30013F-HRTimelineGroup
FINANCIAL CONSULATE, INC322$16.8K<0.01%013F-HRTimeline
BALLAST ADVISORS LLC317$16.6K<0.01%new13F-HR/ATimeline
Provenance Wealth Advisors, LLC314$16.4K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…306$16K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…272$14.2K<0.01%013F-HR/ATimelineGroup
Cornerstone Financial Management LLC268$14K0.01%013F-HR/ATimeline
LANARK FINANCIAL, INC.250$13.1K<0.01%-2,15413F-HRTimeline
FIRST HORIZON CORP248$13K<0.01%-74413F-HRTimeline
Activest Wealth Management238$12.5K<0.01%013F-HRTimeline
Key Financial Inc218$11.4K<0.01%013F-HRTimeline
RMG Wealth Management LLC200$11K<0.01%new13F-HRTimeline
Strategic Investment Solutions, Inc. /IL200$10.5K<0.01%013F-HRTimeline
Clayton Financial Group LLC200$10.5K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.184$9.62K<0.01%013F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC177$9.26K<0.01%-21613F-HRTimelineGroup
Arax Advisory Partners166$8.68K<0.01%+413F-HRTimeline