Ownership history in WEALTH MANAGEMENT RESOURCES, INC. Β· 17 quarters on record
This page tracks every 13F SEC filing in which WEALTH MANAGEMENT RESOURCES, INC. 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 WEALTH MANAGEMENT RESOURCES, INC. underperformed the S&P 500 by β10.7% annually on this IHDG position. Timing score: 62% (10/16 decisions correct). Average cost basis: $39.33. Maximum drawdown during holding period: β18.7%.
β Significantly underperformed the S&P 500 by 10.7% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 16 add/trim decisions correct
Best entry: $30.79 (2022 Q3) Β· Worst: $46.01 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
15 adds Β· 2 trims. Bought during 6 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.4% 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