WISDOMTREE TR (HEDJ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
222
Reporting holders
$783.3M
Reported value
0.1%
Held as options
+10
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| GOLDMAN SACHS GROUP INC | $139.3M | 2,442,985 | 0.01% | 31q | -4.9%-$7.2M |
| BANK OF AMERICA CORP /DE/ | $76.5M | 1,342,831 | 0.00% | 31q | -0.7%-$568.9K |
| MORGAN STANLEY | $72.1M | 1,265,333 | 0.00% | 35q | +1.7%+$1.2M |
| UBS Group AG | $47.4M | 831,141 | 0.01% | 31q | HELD |
| LPL Financial LLC | $30.3M | 530,852 | 0.01% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $28.1M | 492,910 | 0.00% | 31q | -49.7%-$27.8M |
| FMR LLC | $25.5M | 447,535 | 0.00% | 31q | HELD |
| Boothe Investment Group, Inc. | $25.4M | 446,055 | 8.01% | 6q | HELD |
| Bank of New York Mellon Corp | $24.0M | 421,768 | 0.00% | 31q | -2.1%-$520.5K |
| Rockefeller Capital Management L.P. | $23.6M | 413,712 | 0.04% | 10q | +2.1%+$485.4K |
| ROYAL BANK OF CANADA | $22.6M | 395,634 | 0.00% | 31q | -10.5%-$2.7M |
| RAYMOND JAMES FINANCIAL INC | $19.4M | 340,760 | 0.01% | 7q | HELD |
| ELEVATION POINT WEALTH PARTNERS, LLC | $16.6M | 291,745 | 0.31% | 4q | +24.9%+$3.3M |
| PATTEN & PATTEN INC/TN | $15.0M | 262,566 | 0.79% | 6q | HELD |
| Vestmark Advisory Solutions, Inc. | $14.7M | 257,124 | 0.14% | 4q | +14.0%+$1.8M |
| Azimuth Capital Investment Management LLC | $11.0M | 193,515 | 0.37% | 17q | -1.9%-$210.6K |
| VALLEY WEALTH MANAGERS, INC. | $10.8M | 189,717 | 0.62% | 12q | -3.0%-$332.1K |
| Pathstone Holdings, LLC | $8.9M | 155,318 | 0.03% | 7q | +1.4%+$117.9K |
| CONNING INC. | $8.2M | 144,030 | 0.25% | 31q | HELD |
| Sharper & Granite LLC | $6.5M | 114,024 | 2.01% | 15q | +0.9%+$60.1K |
| Federation des caisses Desjardins du Quebec | $6.1M | 107,588 | 0.02% | 38q | HELD |
| Guardian Partners Inc. | $5.7M | 100,300 | 0.52% | new | NEW |
| Corient Private Wealth LP | $5.7M | 99,898 | 0.00% | 15q | +97.0%+$2.8M |
| ENVESTNET ASSET MANAGEMENT INC | $5.3M | 93,306 | 0.00% | 31q | -1.6%-$84.5K |
| CATHY PARETO & ASSOCIATES, INC | $5.3M | 93,087 | 3.11% | 7q | -6.5%-$369.2K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.2M | 79,229 | 0.00% | 11q | -29.1%-$2.1M |
| JONES FINANCIAL COMPANIES LLLP | $4.7M | 84,497 | 0.00% | 9q | +4.3%+$197.1K |
| OSAIC HOLDINGS, INC. | $3.6M | 63,175 | 0.00% | 26q | +11.9%+$382.1K |
| TRUIST FINANCIAL CORP | $3.5M | 60,671 | 0.00% | 18q | +3.6%+$120.9K |
| JPMORGAN CHASE & CO | $3.4M | 59,896 | 0.00% | 31q | +1.4%+$47.1K |
| Curi Capital, LLC | $3.3M | 58,308 | 0.05% | 31q | HELD |
| HUNTINGTON NATIONAL BANK | $3.2M | 56,714 | 0.02% | 31q | -4.8%-$164.4K |
| NATIONAL BANK OF CANADA /FI/ | $3.2M | 55,507 | 0.00% | 19q | HELD |
| CITADEL ADVISORS LLC | $3.1M | 53,518 | 0.00% | 9q | -6.7%-$219.1K |
| PFG Advisors | $2.9M | 51,566 | 0.15% | 31q | +10.3%+$274.9K |
| Kestra Advisory Services, LLC | $2.9M | 50,480 | 0.01% | 24q | -3.9%-$117.6K |
| JANE STREET GROUP, LLC | $2.7M | 48,087 | 0.00% | 9q | HELD |
| Allianz Asset Management GmbH | $2.7M | 52,080 | 0.00% | 6q | HELD |
| AMERIPRISE FINANCIAL INC | $2.5M | 44,620 | 0.00% | 31q | -58.3%-$3.6M |
| Creative Planning | $2.5M | 44,043 | 0.00% | 24q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $2.5M | 43,408 | 0.00% | 31q | +2.6%+$62.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.4M | 42,854 | 0.00% | 12q | -2.5%-$61.5K |
| FIFTH THIRD BANCORP | $2.3M | 40,268 | 0.00% | 31q | -9.0%-$227.2K |
| Sage Capital Management, LLC | $2.1M | 36,891 | 0.82% | 11q | +7.3%+$142.2K |
| COMMONWEALTH EQUITY SERVICES, LLC | $2.0M | 34,649 | 0.00% | 31q | +0.5%+$10.0K |
| HSBC HOLDINGS PLC | $1.9M | 32,540 | 0.00% | 3q | HELD |
| HOURGLASS CAPITAL, LLC | $1.8M | 32,020 | 0.19% | 2q | +100.0%+$912.6K |
| LAUREL OAK WEALTH MANAGEMENT, LLC | $1.8M | 30,896 | 0.26% | 3q | -3.3%-$59.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $1.7M | 29,876 | 0.02% | 7q | +1.5%+$25.9K |
| Cerity Partners LLC | $1.6M | 28,036 | 0.00% | 29q | -3.4%-$56.4K |
| Cetera Investment Advisers | $1.6M | 27,551 | 0.00% | 10q | -5.5%-$90.6K |
| Robertson Stephens Wealth Management, LLC | $1.5M | 26,797 | 0.04% | 17q | HELD |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.5M | 26,264 | 0.00% | 3q | -0.8%-$11.9K |
| STIFEL FINANCIAL CORP | $1.3M | 23,479 | 0.00% | 11q | -11.1%-$166.4K |
| PARSONS CAPITAL MANAGEMENT INC/RI | $1.3M | 23,250 | 0.06% | 5q | HELD |
| BigSur Wealth Management LLC | $1.3M | 23,200 | 0.32% | 12q | +314.3%+$1.0M |
| HighTower Advisors, LLC | $1.3M | 22,530 | 0.00% | 22q | +2.0%+$24.9K |
| New England Private Wealth Advisors LLC | $1.2M | 21,377 | 0.12% | 4q | +1.7%+$20.9K |
| Eagle Strategies LLC | $1.2M | 21,093 | 0.12% | 7q | +4.6%+$52.5K |
| Hyposwiss Advisors SA | $1.2M | 20,715 | 1.12% | 3q | HELD |
| GenTrust, LLC | $1.2M | 20,354 | 0.04% | 32q | HELD |
| Geneos Wealth Management Inc. | $1.1M | 19,042 | 0.02% | 42q | +1.9%+$20.3K |
| M&T Bank Corp | $1.1M | 19,020 | 0.00% | 26q | -2.3%-$25.6K |
| DEUTSCHE BANK AG\ | $1.0M | 17,700 | 0.00% | 34q | HELD |
| Karnit Road Accident Victims Compensation Fund | $1.0M | 17,610 | 0.57% | 3q | HELD |
| FIRST NATIONAL BANK OF OMAHA | $985.0K | 17,397 | 0.03% | 3q | -4.4%-$45.3K |
| Fiduciary Trust Co | $957.3K | 16,794 | 0.01% | 7q | HELD |
| Sloy Dahl & Holst, LLC | $859.8K | 15,085 | 0.11% | 27q | +1.2%+$10.5K |
| Lido Advisors, LLC | $847.9K | 14,875 | 0.00% | 13q | HELD |
| Harbour Capital Advisors, LLC | $810.7K | 14,390 | 0.15% | 22q | -2.7%-$22.5K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $786.7K | 13,832 | 0.00% | 6q | -13.6%-$124.2K |
| Clearwater Capital Advisors, LLC | $777.5K | 13,640 | 0.06% | 31q | HELD |
| Prospera Financial Services Inc | $764.9K | 13,419 | 0.01% | 14q | -7.4%-$61.1K |
| CITIGROUP INC | $744.0K | 13,052 | 0.00% | 31q | -3.6%-$28.0K |
| FULCRUM WEALTH ADVISORS, LLC | $665.1K | 11,669 | 0.51% | 3q | -1.7%-$11.7K |
| RiverFront Investment Group, LLC | $655.9K | 11,507 | 0.01% | 19q | -1.2%-$7.8K |
| MML INVESTORS SERVICES, LLC | $653.9K | 11,473 | 0.00% | 31q | -15.7%-$121.9K |
| Hickory Point Bank & Trust | $648.3K | 11,374 | 0.39% | 7q | HELD |
| Portland Financial Advisors Inc | $634.5K | 11,131 | 1.16% | 7q | -2.6%-$17.0K |
| Bogart Wealth, LLC | $632.4K | 11,095 | 0.02% | 31q | HELD |
| Cooksen Wealth, LLC | $630.4K | 11,060 | 0.40% | 11q | HELD |
| Focus Partners Wealth | $614.9K | 10,788 | 0.00% | 7q | +1.9%+$11.7K |
| Napier Financial, LLC | $600.4K | 10,533 | 0.13% | 3q | HELD |
| COMMERCE BANK | $595.1K | 10,440 | 0.00% | 31q | HELD |
| Prime Capital Investment Advisors, LLC | $587.9K | 10,314 | 0.01% | 13q | -0.9%-$5.1K |
| Marion Wealth Management | $583.2K | 10,232 | 0.12% | 3q | HELD |
| Meridian Wealth Management, LLC | $569.0K | 9,982 | 0.02% | 9q | HELD |
| M. Kulyk & Associates, LLC | $566.8K | 9,943 | 0.09% | 21q | -15.8%-$106.7K |
| &PARTNERS | $561.2K | 9,846 | 0.00% | 10q | HELD |
| IHT Wealth Management, LLC | $546.6K | 9,590 | 0.01% | 31q | -1.4%-$7.6K |
| CRUX WEALTH ADVISORS | $542.5K | 9,517 | 0.19% | 2q | +89.6%+$256.3K |
| NorthRock Partners, LLC | $533.5K | 9,359 | 0.01% | 3q | +5.1%+$26.0K |
| Cornerstone Planning Group LLC | $489.6K | 8,629 | 0.06% | 4q | -16.6%-$97.1K |
| CALDWELL SUTTER CAPITAL, INC. | $483.9K | 8,489 | 0.18% | 13q | +1.6%+$7.6K |
| AlphaCore Capital LLC | $475.0K | 8,334 | 0.01% | 13q | HELD |
| Prairie Wealth Advisors, Inc. | $461.1K | 0 | 0.11% | new | NEW |
| Capstone Wealth Management Group, Inc. | $456.7K | 8,012 | 0.28% | new | FIRST |
| DAVENPORT & Co LLC | $443.4K | 7,778 | 0.00% | 15q | -1.5%-$6.7K |
| E&G Advisors, LLC | $431.4K | 7,569 | 0.08% | 5q | -2.7%-$12.0K |
| Thrive Wealth Management, LLC | $424.7K | 7,450 | 0.05% | 3q | +1.7%+$7.2K |
Showing the largest 100 of 230 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 222 | $783.3M | 13,723,613 | 20 | 49 | 55 | 0.1% |
| Q1 2026 | 212 | $746.6M | 14,266,514 | 14 | 44 | 59 | 0.1% |
| Q4 2025 | 213 | $750.2M | 14,131,979 | 23 | 38 | 56 | 0.0% |
| Q3 2025 | 202 | $727.0M | 14,420,112 | 17 | 46 | 54 | 0.0% |
| Q2 2025 | 199 | $750.0M | 15,579,024 | 17 | 63 | 47 | 0.0% |
| Q1 2025 | 201 | $674.1M | 14,185,908 | 25 | 53 | 46 | 0.0% |
| Q4 2024 | 189 | $561.1M | 12,832,162 | 13 | 31 | 61 | 0.1% |
| Q3 2024 | 179 | $647.1M | 14,398,257 | 5 | 39 | 55 | 0.0% |
| Q2 2024 | 184 | $759.5M | 16,797,333 | 19 | 56 | 36 | 0.0% |
| Q1 2024 | 178 | $868.8M | 17,990,303 | 22 | 33 | 49 | 0.0% |
| Q4 2023 | 181 | $654.6M | 15,274,159 | 10 | 34 | 56 | 0.0% |
| Q3 2023 | 170 | $570.8M | 14,440,305 | 13 | 148 | 6 | 0.0% |
| Q2 2023 | 163 | $573.3M | 7,035,149 | 15 | 50 | 33 | 0.0% |
| Q1 2023 | 168 | $568.0M | 6,897,878 | 33 | 27 | 51 | 0.2% |
| Q4 2022 | 142 | $467.3M | 6,676,902 | 13 | 23 | 45 | 0.2% |
| Q3 2022 | 169 | $437.9M | 7,006,793 | 11 | 24 | 66 | 0.2% |
| Q2 2022 | 176 | $515.5M | 7,879,876 | 12 | 29 | 64 | 0.1% |
| Q1 2022 | 190 | $692.4M | 9,405,848 | 12 | 32 | 63 | 0.2% |
| Q4 2021 | 204 | $801.3M | 9,982,700 | 15 | 41 | 60 | 0.5% |
| Q3 2021 | 192 | $763.0M | 9,980,259 | 12 | 42 | 44 | 0.5% |
| Q2 2021 | 193 | $759.4M | 9,882,043 | 20 | 36 | 65 | 0.9% |
| Q1 2021 | 191 | $742.5M | 10,153,861 | 24 | 31 | 68 | 0.5% |
| Q4 2020 | 188 | $731.6M | 10,947,706 | 13 | 27 | 77 | 0.8% |
| Q3 2020 | 192 | $690.9M | 11,151,059 | 23 | 26 | 81 | 0.3% |
| Q2 2020 | 191 | $780.0M | 12,784,659 | 13 | 21 | 107 | 0.5% |
| Q1 2020 | 230 | $956.8M | 18,603,324 | 20 | 40 | 119 | 0.3% |
| Q4 2019 | 285 | $1.7B | 23,647,927 | 32 | 60 | 82 | 0.8% |
| Q3 2019 | 247 | $1.7B | 23,118,241 | 18 | 58 | 90 | 7.9% |
| Q2 2019 | 255 | $1.7B | 25,238,413 | 23 | 52 | 102 | 0.4% |
| Q1 2019 | 259 | $1.8B | 27,869,514 | 22 | 44 | 113 | 0.5% |
| Q4 2018 | 259 | $1.8B | 31,849,358 | 4 | 2 | 8 | 0.5% |