Trademark Financial Management, LLC IHDG — WISDOMTREE TR

Ownership history in Trademark Financial Management, LLC  ·  8 quarters on record

AI Ownership Summary

Trademark Financial Management, LLC reported WISDOMTREE TR (IHDG) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 1.34% in 2024 Q2. The latest visible filing shows IHDG at 0.13% 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 Trademark Financial Management, LLC'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
2025 Q3

IHDG was reported at 0.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.34% 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
2023 Q4 to 2025 Q3

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 Trademark Financial Management, LLC fund profile Trademark Financial Management, LLC full holdings
How Trademark Financial Management, LLC 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 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 23.3% +5.6% ❌ 4,932 -1,500 -23.3% 0.13% $227K 2025-10-17 $46.49
2025 Q2 REDUCED 61.3% +2.6% ❌ 6,432 -10,197 -61.3% 0.18% $290K 2025-07-31 $44.33
2025 Q1 REDUCED — — — 16,629 -328 -1.9% 0.55% $722K 2025-04-25 $42.05
2024 Q4 REDUCED 46.8% -0.2% ✅ 16,957 -14,911 -46.8% 0.59% $737K 2025-01-30 $45.30
2024 Q3 REDUCED 11.8% -4.2% ✅ 31,868 -4,270 -11.8% 1.16% $1.5M 2024-10-31 $42.78
2024 Q2 ADDED — — — 36,138 +10,748 +42.3% 1.34% $1.6M 2024-07-30 $43.75
2024 Q1 REDUCED — — — 25,390 -476 -1.8% 0.97% $1.2M 2024-05-07 $43.86
2023 Q4 INITIATED — — — 25,866 — — 0.80% $1.1M 2024-02-13 $41.04

🏢 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 Trademark Financial Management, LLC and IHDG

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

How long has Trademark Financial Management, LLC reported owning IHDG?

Trademark Financial Management, LLC reported IHDG across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported IHDG position in Trademark Financial Management, LLC's portfolio?

The largest reported portfolio weight for IHDG was 1.34% in 2024 Q2.

What is the latest reported IHDG position on this page?

The most recent filing on this page is 2025 Q3, when Trademark Financial Management, LLC reported 4,932 shares, equal to 0.13% of portfolio, with an estimated market value of $227K.

What does the chart on this IHDG ownership page compare?

The chart compares Trademark Financial Management, LLC'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 Trademark Financial Management, LLC time their IHDG position?

Based on 13F filing dates vs. subsequent IHDG price moves, Trademark Financial Management, LLC correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on IHDG relative to SPY over the holding period was -10.9%.

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