Question 1

How many shares of HEDJ does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 3,328 shares of HEDJ (WISDOMTREE TR).

Question 2

What is Steward Partners Investment Advisory, LLC's HEDJ position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's HEDJ position is worth $189,724.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling HEDJ?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their HEDJ position (-63.8% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy HEDJ?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in HEDJ in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	3,328	-63.8%	$189,724	0.0%	$57.00	0
2026-Q1	Decreased	9,199	-7.3%	$481,092	0.0%	$53.40	0
2025-Q4	Decreased	9,920	-0.0%	$526,339	0.0%	$53.15	0
2025-Q3	Decreased	9,922	-23.4%	$500,053	0.0%	$50.01	0
2025-Q2	Decreased	12,947	-7.7%	$623,024	0.0%	$48.22	0
2025-Q1	Decreased	14,030	-4.4%	$666,167	0.0%	$47.05	0
2024-Q4	Increased	14,673	+73.0%	$641,510	0.0%	$42.69	37
2024-Q3	Decreased	8,483	-0.1%	$380,908	0.0%	$44.43	0
2024-Q2	Increased	8,494	+0.2%	$384,003	0.0%	$44.11	24
2024-Q1	Decreased	8,475	-11.9%	$409,342	0.0%	$45.98	0
2023-Q4	Decreased	9,620	-0.3%	$412,230	0.0%	$40.79	0
2023-Q3	Increased	9,649	+100.0%	$381,149	0.0%	$37.49	38
2023-Q2	Decreased	4,824	-12.6%	$394,946	0.0%	$38.30	0
2023-Q1	Unchanged	5,516	0.0%	$453,462	0.0%	$37.50	0
2022-Q4	Increased	5,516	+0.0%	$385,892	0.0%	$32.15	24
2022-Q3	Increased	5,515	+8.0%	$343,000	0.0%	$28.46	26
2022-Q2	Decreased	5,109	-0.3%	$335,000	0.0%	$30.27	0
2022-Q1	Unchanged	5,122	0.0%	$377,000	0.0%	$33.41	0
2021-Q4	Unchanged	5,122	0.0%	$411,000	0.0%	$35.89	0
2021-Q3	Unchanged	5,122	0.0%	$390,000	0.0%	$33.96	0
2021-Q2	Decreased	5,122	-67.7%	$391,000	0.0%	$33.98	0
2021-Q1	Increased	15,856	+235.0%	$577.5M	0.0%	$31.75	51
2020-Q4	Increased	4,733	+1.8%	$314,000	0.0%	$29.11	24
2020-Q3	Decreased	4,651	-10.9%	$287,000	0.0%	$26.98	0
2020-Q2	Decreased	5,222	-47.5%	$317,000	0.0%	$26.09	0
2020-Q1	Decreased	9,951	-54.3%	$509,000	0.0%	$21.85	0
2019-Q4	Increased	21,788	+3.8%	$1.5M	0.0%	$29.84	27
2019-Q3	Increased	20,983	+51.3%	$1.4M	0.0%	$28.22	35
2019-Q2	Increased	13,871	+3.0%	$917,000	0.0%	$27.98	26
2019-Q1	New	13,464	-	$860,000	0.0%	$26.59	34

HEDJ30 quarters

HEDJ
30 quarters