HEDJ β€” WISDOMTREE TR

Ownership history in Sharper & Granite LLC  Β·  13 quarters on record

AI Ownership Summary

Sharper & Granite LLC reported WISDOMTREE TR (HEDJ) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.47% in 2024 Q2. The latest visible filing shows HEDJ at 2.03% 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 Sharper & Granite 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 2.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.47% 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
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 Sharper & Granite LLC held HEDJ β€” position size vs. price
% of Fund (quarterly)    HEDJ 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 ADDED 108,574 +455 +0.4% 2.03% $5.8M 2026-02-14 (Est.) $54.86
2025 Q3 ADDED 108,119 +9,699 +9.9% 1.95% $5.4M 2025-10-16 $51.35
2025 Q2 REDUCED 98,420 -1,580 -1.6% 1.81% $4.8M 2025-07-31 $48.72
2025 Q1 ADDED 100,000 +1,510 +1.5% 1.96% $4.7M 2025-04-30 $46.41
2024 Q4 REDUCED 98,490 -17,535 -15.1% 1.90% $4.3M 2025-01-14 $43.72
2024 Q3 ADDED 116,025 +1,703 +1.5% 2.32% $5.2M 2024-10-31 $42.22
2024 Q2 ADDED 114,322 +6,802 +6.3% 2.47% $5.2M 2024-08-12 $41.17
2024 Q1 ADDED 107,520 +9,155 +9.3% 2.46% $5.1M 2024-04-18 $44.39
2023 Q4 ADDED 98,365 +3,960 +4.2% 2.18% $4.2M 2024-01-19 $40.08
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding HEDJ

As of 2026 Q1 β€” sorted by position size

Hickory Point Bank & Trust 0.39% Noble Wealth Management PBC 0.01% Investors Research Corp 3Y 7Y 0.0%

FAQ About Sharper & Granite 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 Sharper & Granite LLC reported owning HEDJ?

Sharper & Granite LLC reported HEDJ across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported HEDJ position in Sharper & Granite LLC's portfolio?

The largest reported portfolio weight for HEDJ was 2.47% in 2024 Q2.

What is the latest reported HEDJ position on this page?

The most recent filing on this page is 2025 Q4, when Sharper & Granite LLC reported 108,574 shares, equal to 2.03% of portfolio, with an estimated market value of $5.8M.

What does the chart on this HEDJ ownership page compare?

The chart compares Sharper & Granite 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.

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