DFJ WISDOMTREE TR

Ownership history in SACHEM HILL LLC  ·  10 quarters on record

AI Ownership Summary

SACHEM HILL LLC reported WISDOMTREE TR (DFJ) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.35% in 2023 Q4. The latest visible filing shows DFJ at 1.09% 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 DFJ ownership page tells you

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

DFJ was reported at 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.35% 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 SACHEM HILL LLC held DFJ — position size vs. price
% of Fund (quarterly)    DFJ price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 58,449 -858 -1.4% 1.09% $5.6M 2026-02-14 (Est.) $110.63
2025 Q3 REDUCED 59,307 -4,432 -7.0% 1.13% $5.6M 2025-10-30 $90.51
2025 Q2 REDUCED 63,739 -3,966 -5.9% 1.11% $5.5M 2025-07-31 $85.68
2025 Q1 REDUCED 67,705 -1,886 -2.7% 1.05% $5.4M 2025-04-16 $76.92
2024 Q4 ADDED 69,591 +1,315 +1.9% 1.09% $5.2M 2025-02-04 $73.37
2024 Q3 REDUCED 68,276 -3,281 -4.6% 1.12% $5.5M 2024-10-07 $76.21
2024 Q2 ADDED 71,557 +3,766 +5.6% 1.15% $5.4M 2024-07-26 $73.13
2024 Q1 REDUCED 67,791 -3,529 -4.9% 1.23% $5.2M 2024-04-15 $72.75
2023 Q4 REDUCED 71,320 -132 -0.2% 1.35% $5.3M 2024-01-29 $71.12
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SACHEM HILL LLC and DFJ

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

How long has SACHEM HILL LLC reported owning DFJ?

SACHEM HILL LLC reported DFJ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFJ position in SACHEM HILL LLC's portfolio?

The largest reported portfolio weight for DFJ was 1.35% in 2023 Q4.

What is the latest reported DFJ position on this page?

The most recent filing on this page is 2025 Q4, when SACHEM HILL LLC reported 58,449 shares, equal to 1.09% of portfolio, with an estimated market value of $5.6M.

What does the chart on this DFJ ownership page compare?

The chart compares SACHEM HILL LLC's quarterly DFJ 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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