HEDJ — Wisdomtree Tr Institutional Holders · Q3 2026
Who owns Wisdomtree Tr (HEDJ)? 10 institutions reported holding $1.54M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Hickory Point Bank & Trust ($630,802), Investment Partners Asset Management, Inc. ($420,110), Valley Wealth Managers, Inc. ($188,076).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Hickory Point Bank & Trust | $630,802 | 11,374 | Hold |
| 2 | Investment Partners Asset Management, Inc. | $420,110 | 7,575 | Added |
| 3 | VALLEY WEALTH MANAGERS, INC. | $188,076 | 3,391 | Trimmed |
| 4 | TOMPKINS FINANCIAL CORP | $86,518 | 1,560 | Hold |
| 5 | Farther Finance Advisors, LLC | $81,304 | 1,466 | Added |
| 6 | GAMMA Investing LLC | $71,044 | 1,281 | Added |
| 7 | CoreCap Advisors, LLC | $34,884 | 629 | Trimmed |
| 8 | Noble Wealth Management PBC | $16,638 | 300 | Trimmed |
| 9 | ELEVATION WEALTH PARTNERS, LLC | $7,321 | 132 | New |
| 10 | EASTERN BANK | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30