ALETHEA CAPITAL MANAGEMENT, LLC HEDJ — WISDOMTREE TR

Ownership history in ALETHEA CAPITAL MANAGEMENT, LLC  ·  24 quarters on record

AI Ownership Summary

ALETHEA CAPITAL MANAGEMENT, LLC reported WISDOMTREE TR (HEDJ) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.4% in 2023 Q4. The latest visible filing shows HEDJ at 0.19% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HEDJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALETHEA CAPITAL MANAGEMENT, LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

HEDJ was reported at 0.19% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.4% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HEDJ stock page ALETHEA CAPITAL MANAGEMENT, LLC fund profile ALETHEA CAPITAL MANAGEMENT, LLC full holdings
How ALETHEA CAPITAL MANAGEMENT, LLC held HEDJ — position size vs. price
% of Fund (quarterly)    HEDJ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 6.2% -1.4% ✅ 7,430 -495 -6.2% 0.19% $394K 2026-02-14 (Est.) $54.86
2025 Q3 UNCHANGED — — — 7,925 — 0% 0.26% $399K 2025-11-14 $51.97
2025 Q2 UNCHANGED — — — 7,925 — 0% 0.29% $381K 2025-08-14 $49.99
2025 Q1 UNCHANGED — — — 7,925 — 0% 0.28% $376K 2025-05-14 $48.47
2024 Q4 REDUCED — — — 7,925 -95 -1.2% 0.30% $346K 2025-02-14 $48.29
2024 Q3 UNCHANGED — — — 8,020 — 0% 0.26% $360K 2024-11-14 $42.26
2024 Q2 UNCHANGED — — — 8,020 — 0% 0.28% $363K 2024-08-15 $42.65
2024 Q1 UNCHANGED — — — 8,020 — 0% 0.31% $387K 2024-05-16 $45.70
2023 Q4 UNCHANGED — — — 8,020 — 0% 0.40% $344K 2024-02-15 $43.05
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding HEDJ

As of 2026 Q1 — sorted by position size

CATHY PARETO & ASSOCIATES, INC 3.49% Sharper & Granite LLC 3Y 2.02% Portland Financial Advisors Inc 1.24% Hyposwiss Advisors SA 1.04% Sage Capital Management, LLC 0.85% FULCRUM WEALTH ADVISORS, LLC 0.51% Cooksen Wealth, LLC 0.42% Hickory Point Bank & Trust 0.39% ELEVATION POINT WEALTH PARTNERS, LLC 3Y 7Y 0.28% LAUREL OAK WEALTH MANAGEMENT, LLC 0.28%

FAQ About ALETHEA CAPITAL MANAGEMENT, LLC and HEDJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALETHEA CAPITAL MANAGEMENT, LLC reported owning HEDJ?

ALETHEA CAPITAL MANAGEMENT, LLC reported HEDJ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HEDJ position in ALETHEA CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for HEDJ was 0.40% in 2023 Q4.

What is the latest reported HEDJ position on this page?

The most recent filing on this page is 2025 Q4, when ALETHEA CAPITAL MANAGEMENT, LLC reported 7,430 shares, equal to 0.19% of portfolio, with an estimated market value of $394K.

What does the chart on this HEDJ ownership page compare?

The chart compares ALETHEA CAPITAL MANAGEMENT, LLC's quarterly HEDJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALETHEA CAPITAL MANAGEMENT, LLC time their HEDJ position?

Based on 13F filing dates vs. subsequent HEDJ price moves, ALETHEA CAPITAL MANAGEMENT, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on HEDJ relative to SPY over the holding period was -1.5%.

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