Ownership history in Csenge Advisory Group Β· 5 quarters on record
This page tracks every 13F SEC filing in which Csenge Advisory Group reported a position in WISDOMTREE TR (IHDG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Csenge Advisory Group underperformed the S&P 500 by β13.3% annually on this IHDG position. Timing score: 0% (0/4 decisions correct). Average cost basis: $44.08. Maximum drawdown during holding period: β4.2%.
β Significantly underperformed the S&P 500 by 13.3% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 4 add/trim decisions correct
Best entry: $42.62 (2024 Q4) Β· Worst: $46.01 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size