Hedges Asset Management LLC DFE — WISDOMTREE TR

Ownership history in Hedges Asset Management LLC  ·  18 quarters on record

AI Ownership Summary

Hedges Asset Management LLC reported WISDOMTREE TR (DFE) in 18 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.43% in 2024 Q2. The latest visible filing shows DFE at 0.24% 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
2026 Q2

DFE was reported at 0.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.43% in 2024 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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.

DFE stock page Hedges Asset Management LLC fund profile Hedges Asset Management LLC full holdings
How Hedges Asset Management LLC held DFE — position size vs. price
% of Fund (quarterly)    DFE 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)
2026 Q2 UNCHANGED — — — 5,000 — 0% 0.24% $360K 2026-07-27 $74.30
2025 Q4 UNCHANGED — — — 5,000 — 0% 0.25% $359K 2026-01-27 $74.56
2025 Q3 UNCHANGED — — — 5,000 — 0% 0.27% $352K 2025-10-08 $67.92
2025 Q2 REDUCED 50.0% +0.4% ❌ 5,000 -5,000 -50.0% 0.28% $351K 2025-07-07 $67.09
2025 Q1 UNCHANGED — — — 10,000 — 0% 0.40% $610K 2025-04-24 $59.54
2024 Q4 UNCHANGED — — — 10,000 — 0% 0.37% $566K 2025-01-17 $52.39
2024 Q3 UNCHANGED — — — 10,000 — 0% 0.42% $635K 2024-10-24 $55.37
2024 Q2 UNCHANGED — — — 10,000 — 0% 0.43% $596K 2024-07-19 $57.13
2024 Q1 REDUCED 9.1% +2.2% ❌ 10,000 -1,000 -9.1% 0.42% $597K 2024-04-24 $52.42
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFE

As of 2026 Q2 — sorted by position size

Seven Bridges Advisors LLC 2.92% Virtus Family Office LLC 3Y 1.63% COURIER CAPITAL LLC 3Y 7Y 0.27% Forum Finance Group S.A. 0.14% Lynx Investment Advisory 0.13% 3EDGE Asset Management, LP 3Y 7Y 0.13% Financial Perspectives, Inc 0.11% FLOW TRADERS U.S. LLC 3Y 7Y 0.1% Sovereign Financial Group, Inc. 3Y 0.05% KAVAR CAPITAL PARTNERS GROUP, LLC 3Y 0.04%

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 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for DFE was 0.43% in 2024 Q2.

What is the latest reported DFE position on this page?

The most recent filing on this page is 2026 Q2, when Hedges Asset Management LLC reported 5,000 shares, equal to 0.24% of portfolio, with an estimated market value of $360K.

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.

How well did Hedges Asset Management LLC time their DFE position?

Based on 13F filing dates vs. subsequent DFE price moves, Hedges Asset Management LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on DFE relative to SPY over the holding period was +21.8%.

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