First Heartland Consultants, Inc. IHDG — WISDOMTREE TR

Ownership history in First Heartland Consultants, Inc.  ·  9 quarters on record

AI Ownership Summary

First Heartland Consultants, Inc. reported WISDOMTREE TR (IHDG) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.23% in 2024 Q2. The latest visible filing shows IHDG at 0.07% 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 First Heartland Consultants, 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 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% 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
2024 Q1 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 First Heartland Consultants, Inc. fund profile First Heartland Consultants, Inc. full holdings
How First Heartland Consultants, 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 20,278 -390 -1.9% 0.07% $976K 2026-04-08 $50.64
2025 Q4 REDUCED — — — 20,668 -312 -1.5% 0.08% $1.0M 2026-01-09 $50.68
2025 Q3 ADDED — — — 20,980 +22 +0.1% 0.08% $967K 2025-11-10 $47.24
2025 Q2 ADDED — — — 20,958 +3,015 +16.8% 0.08% $944K 2025-08-15 $45.02
2025 Q1 ADDED — — — 17,943 +1,109 +6.6% 0.08% $779K 2025-05-07 $43.02
2024 Q4 REDUCED 52.4% -0.2% ✅ 16,834 -18,550 -52.4% 0.08% $732K 2025-02-18 $46.54
2024 Q3 REDUCED 50.3% -4.2% ✅ 35,384 -35,855 -50.3% 0.17% $1.6M 2024-11-05 $42.96
2024 Q2 ADDED — — — 71,239 +63,211 +787.4% 0.23% $3.2M 2024-07-25 $43.19
2024 Q1 INITIATED — — — 8,028 — — 0.04% $369K 2024-05-07 $43.86

🏢 Other funds also holding IHDG

As of 2026 Q1 — sorted by position size

Gaddis Premier Wealth Advisors LLC 11.04% Prepared Retirement Institute LLC 6.42% CAPITAL WEALTH MANAGEMENT, LLC 3Y 7Y 5.76% Solano Wealth Investment Advisors LLC 5.41% WEALTH MANAGEMENT RESOURCES, INC. 3Y 5.3% Argo Wealth Advisory, LLC 5.05% Trinity Wealth Management, LLC 3Y 4.24% Melone Private Wealth, LLC 3Y 4.03% WESCAP Management Group, Inc. 3Y 7Y 3.62% Eagle Strategies LLC 3Y 3.38%

FAQ About First Heartland Consultants, 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 First Heartland Consultants, Inc. reported owning IHDG?

First Heartland Consultants, Inc. reported IHDG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IHDG position in First Heartland Consultants, Inc.'s portfolio?

The largest reported portfolio weight for IHDG was 0.23% in 2024 Q2.

What is the latest reported IHDG position on this page?

The most recent filing on this page is 2026 Q1, when First Heartland Consultants, Inc. reported 20,278 shares, equal to 0.07% of portfolio, with an estimated market value of $976K.

What does the chart on this IHDG ownership page compare?

The chart compares First Heartland Consultants, 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 First Heartland Consultants, Inc. time their IHDG position?

Based on 13F filing dates vs. subsequent IHDG price moves, First Heartland Consultants, Inc. correctly timed 5 out of 8 reported position changes (62%). The annualised alpha on IHDG relative to SPY over the holding period was -7.4%.

← Back to First Heartland Consultants, Inc. Holdings