DFE β€” WISDOMTREE TR

Ownership history in Hedges Asset Management LLC  Β·  17 quarters on record

AI Ownership Summary

Hedges Asset Management LLC reported WISDOMTREE TR (DFE) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.51% in 2023 Q4. The latest visible filing shows DFE at 0.25% 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 DFE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hedges Asset 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

DFE was reported at 0.25% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.51% 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.

How Hedges Asset Management LLC held DFE β€” position size vs. price
% of Fund (quarterly)    DFE price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 5,000 β€” 0% 0.25% $359K 2026-02-14 (Est.) $76.16
2025 Q3 UNCHANGED 5,000 β€” 0% 0.27% $352K 2025-10-08 $69.42
2025 Q2 REDUCED 5,000 -5,000 -50.0% 0.28% $351K 2025-07-07 $68.57
2025 Q1 UNCHANGED 10,000 β€” 0% 0.40% $610K 2025-04-24 $60.86
2024 Q4 UNCHANGED 10,000 β€” 0% 0.37% $566K 2025-01-17 $53.54
2024 Q3 UNCHANGED 10,000 β€” 0% 0.42% $635K 2024-10-24 $56.59
2024 Q2 UNCHANGED 10,000 β€” 0% 0.43% $596K 2024-07-19 $58.39
2024 Q1 REDUCED 10,000 -1,000 -9.1% 0.42% $597K 2024-04-24 $53.58
2023 Q4 ADDED 11,000 +500 +4.8% 0.51% $656K 2024-01-10 $53.14
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding DFE

As of 2026 Q1 β€” sorted by position size

CX Institutional 3Y 7Y 0.0%

FAQ About Hedges Asset Management LLC and DFE

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

How long has Hedges Asset Management LLC reported owning DFE?

Hedges Asset Management LLC reported DFE across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFE position in Hedges Asset Management LLC's portfolio?

The largest reported portfolio weight for DFE was 0.51% in 2023 Q4.

What is the latest reported DFE position on this page?

The most recent filing on this page is 2025 Q4, when Hedges Asset Management LLC reported 5,000 shares, equal to 0.25% of portfolio, with an estimated market value of $359K.

What does the chart on this DFE ownership page compare?

The chart compares Hedges Asset Management LLC's quarterly DFE 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.

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