Berkeley, Inc IHDG — WISDOMTREE TR

Ownership history in Berkeley, Inc  ·  6 quarters on record

AI Ownership Summary

Berkeley, Inc reported WISDOMTREE TR (IHDG) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 6.08% in 2025 Q1. The latest visible filing shows IHDG at 2.87% 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 IHDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Berkeley, Inc'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
2026 Q1

IHDG was reported at 2.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.08% 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.

IHDG stock page Berkeley, Inc fund profile Berkeley, Inc full holdings
How Berkeley, Inc held IHDG — position size vs. price
% of Fund (quarterly)    IHDG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 177,852 -11,564 -6.1% 2.87% $8.6M 2026-04-24 $49.94
2025 Q4 REDUCED 49.1% -1.0% ✅ 189,416 -182,545 -49.1% 2.93% $9.2M 2026-01-26 $50.18
2025 Q3 ADDED — — — 371,961 +3,886 +1.1% 5.51% $17.1M 2025-10-30 $47.07
2025 Q2 ADDED — — — 368,075 +69,731 +23.4% 5.95% $16.6M 2025-08-11 $44.52
2025 Q1 ADDED — — — 298,344 +133,113 +80.6% 6.08% $12.9M 2025-05-01 $42.60
2024 Q4 INITIATED — — — 165,231 — — 5.25% $6.5M 2025-03-05 $45.25

🏢 Other funds also holding IHDG

As of 2026 Q1 — sorted by position size

CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 5.76% Argo Wealth Advisory, LLC 5.05% Trinity Wealth Management, LLC 3Y 4.24% Melone Private Wealth, LLC 3Y 4.03% Eagle Strategies LLC 3Y 3.38% Falcon Wealth Planning 3Y 3.08% Nvest Wealth Strategies, Inc. 2.64% PURSUIT WEALTH STRATEGIES, LLC 2.18% Marietta Wealth Management, LLC 3Y 7Y 2.15% Trilogy Capital Inc. 3Y 7Y 1.64%

FAQ About Berkeley, Inc and IHDG

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

How long has Berkeley, Inc reported owning IHDG?

Berkeley, Inc reported IHDG across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported IHDG position in Berkeley, Inc's portfolio?

The largest reported portfolio weight for IHDG was 6.08% in 2025 Q1.

What is the latest reported IHDG position on this page?

The most recent filing on this page is 2026 Q1, when Berkeley, Inc reported 177,852 shares, equal to 2.87% of portfolio, with an estimated market value of $8.6M.

What does the chart on this IHDG ownership page compare?

The chart compares Berkeley, Inc's quarterly IHDG 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.

How well did Berkeley, Inc time their IHDG position?

Based on 13F filing dates vs. subsequent IHDG price moves, Berkeley, Inc correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on IHDG relative to SPY over the holding period was -10.0%.

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