HEDJ β€” WISDOMTREE

Ownership history in Hickory Point Bank & Trust  Β·  6 quarters on record

AI Ownership Summary

Hickory Point Bank & Trust reported WISDOMTREE (HEDJ) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.47% in 2025 Q1. The latest visible filing shows HEDJ at 0.39% 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.

What this HEDJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Hickory Point Bank & Trust's position in WISDOMTREE, 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 Q1

HEDJ was reported at 0.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.47% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Hickory Point Bank & Trust held HEDJ β€” position size vs. price
% of Fund (quarterly)    HEDJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 11,374 β€” 0% 0.39% $595K 2026-05-15 (Est.) $52.68
2025 Q4 UNCHANGED 11,374 β€” 0% 0.44% $604K 2026-01-12 $55.02
2025 Q3 UNCHANGED 11,374 β€” 0% 0.43% $573K 2025-10-06 $51.07
2025 Q2 UNCHANGED 11,374 β€” 0% 0.44% $547K 2025-07-08 $48.77
2025 Q1 UNCHANGED 11,374 β€” 0% 0.47% $540K 2025-04-14 $43.65
2024 Q4 INITIATED 11,374 β€” β€” 0.44% $497K 2025-02-05 $46.44

🏒 Other funds also holding HEDJ

As of 2026 Q1 β€” sorted by position size

Noble Wealth Management PBC 0.01% Investors Research Corp 3Y 7Y 0.0%

FAQ About Hickory Point Bank & Trust and HEDJ

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

How long has Hickory Point Bank & Trust reported owning HEDJ?

Hickory Point Bank & Trust reported HEDJ across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported HEDJ position in Hickory Point Bank & Trust's portfolio?

The largest reported portfolio weight for HEDJ was 0.47% in 2025 Q1.

What is the latest reported HEDJ position on this page?

The most recent filing on this page is 2026 Q1, when Hickory Point Bank & Trust reported 11,374 shares, equal to 0.39% of portfolio, with an estimated market value of $595K.

What does the chart on this HEDJ ownership page compare?

The chart compares Hickory Point Bank & Trust'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.

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