WisdomTree Trust - HEDJ

Sector: Funds · Industry: ETF / Fund

Website: No information yet · Social: No information yet

Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$737.7M

QoQ value delta ($000)

-$27.58M (-3.6%)

Implied price effect (QoQ)

-1.46%

Total shares

14,104,538

QoQ shares delta

-314,315 (-2.18%)

Total shares held by funds (by quarter)

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Top 25 only Full list

Partial Q1 2026 data: 223 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.

Manager	Value ($000)	Shares	% of 13F
GOLDMAN SACHS GROUP INC	134,338	2,568,618	0.02%
BANK OF AMERICA CORP /DE/	70,752	1,352,811	0.01%
MORGAN STANLEY	65,076	1,244,286	0.0%
UBS Group AG	43,264	827,237	0.01%
LPL Financial LLC	27,827	532,071	0.01%
WELLS FARGO & COMPANY/MN	25,634	490,134	0.0%
FMR LLC	23,435	448,102	0.0%
Boothe Investment Group, Inc.	23,345	446,382	7.51%
ROYAL BANK OF CANADA	23,131	442,287	0.0%
Bank of New York Mellon Corp	22,536	430,900	0.0%
Rockefeller Capital Management L.P.	21,191	405,196	0.04%
RAYMOND JAMES FINANCIAL INC	17,866	341,614	0.01%
PATTEN & PATTEN INC/TN	13,764	263,192	0.83%
ELEVATION POINT WEALTH PARTNERS, LLC	12,219	233,638	0.28%
Vestmark Advisory Solutions, Inc.	11,797	225,583	0.13%
Azimuth Capital Investment Management LLC	10,314	197,210	0.39%
VALLEY WEALTH MANAGERS, INC.	10,226	195,544	0.66%
Pathstone Holdings, LLC	8,014	153,249	0.03%
CONNING INC.	7,532	144,030	0.25%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	6,243	119,387	0.0%
CONDOR CAPITAL MANAGEMENT	5,924	113,282	0.49%
Sharper & Granite LLC	5,908	112,969	2.02%
Janney Montgomery Scott LLC	5,895	112,712	0.01%
Federation des caisses Desjardins du Quebec	5,634	107,742	0.02%
CATHY PARETO & ASSOCIATES, INC	5,206	99,565	3.49%