# WISDOMTREE TR (HEDJ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/HEDJ/

- Reporting holders: 9
- Reported value: $1.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Hickory Point Bank & Trust](https://holderbook.com/funds/2039144-hickory-point-bank-trust/) | $630.8K | 11,374 | 0.4% | 8 |
| [Investment Partners Asset Management, Inc.](https://holderbook.com/funds/1384416-investment-partners-asset-management-inc/) | $420.1K | 7,575 | 0.2% | 12 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $188.1K | 3,391 | 0.0% | 13 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $86.5K | 1,560 | 0.0% | 31 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $81.3K | 1,466 | 0.0% | 15 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $71.0K | 1,281 | 0.0% | 10 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $34.9K | 629 | 0.0% | 11 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $16.6K | 300 | 0.0% | 7 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $7.3K | 132 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $1.5M |
| Q2 2026 | 231 | $810.8M |
| Q1 2026 | 221 | $765.2M |
| Q4 2025 | 226 | $769.9M |
| Q3 2025 | 216 | $748.6M |
| Q2 2025 | 215 | $771.8M |
| Q1 2025 | 216 | $695.2M |
| Q4 2024 | 201 | $596.6M |
| Q3 2024 | 193 | $677.8M |
| Q2 2024 | 199 | $782.4M |
| Q1 2024 | 195 | $891.3M |
| Q4 2023 | 195 | $671.4M |