Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (IHDG)

232 + Investors. Track Smart Money conviction in IHDG. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -13
Streak
1Q ▼
Buyers last Q
43%

Smart Money Signals — IHDG

Based on 233 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their IHDG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 89% of 3.0Y peak

89% of all-time peak
233 funds currently hold this stock — 89% of the 3.0-year high of 261 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 6% fewer funds vs a year ago

fund count last 6Q
16 fewer hedge funds hold IHDG compared to a year ago (-6% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 43% buying

100 buying133 selling
Last quarter: 133 funds reduced or exited vs 100 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 15 → 34 → 25 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
145 out of 233 hedge funds have held IHDG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~22 new funds/quarter

24 → 15 → 34 → 25 → 22 new funds/Q
New funds entering each quarter: 15 → 34 → 25 → 22. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 62% veterans vs 19% newcomers

■ 62% veterans ■ 19% 1-2yr ■ 19% new
Entry-cohort mix of 233 holders: 144 (62%) are 2+ year veterans, 44 entered 1–2 years ago, and 45 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
24 of 233 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in IHDG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — IHDG

In 2026 Q2, 100 hedge funds were net buyers of IHDG (22 opened a new position, 78 added to an existing one), while 133 reduced or exited (98 trimmed, 35 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. 46% of total institutional value in IHDG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -13 funds (more exits than new entries). Total institutional holders: 233.

Hedge Fund Ownership: IHDG

How many hedge funds hold IHDG — quarterly history vs. share price
Quarterly hedge fund ownership of IHDG vs. share price

Market Analysis: IHDG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: IHDG

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Wisdomtree Tr (IHDG) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much IHDG has moved relative to its sector benchmark (SPY) since the 2026 Q3 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End September 30, 2026 · 39d ago
IHDG
-0.8%
SPY
-3.6%

IHDG outperformed SPY by +2.8% since September 30, 2026.

Since 13F Filing Date November 14, 2026 · -6d ago
IHDG
+0.0%
SPY
+0.0%

Since the filing became public, IHDG outperformed SPY by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 8 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: IHDG
2026 Q3 Stats Unlock in 11 days 232 + Investors

Track Smart Money conviction in IHDG. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 232 246 -5.69%
13F Shares 31M 33M -6.11%
Total Value $1.56B $1.52B 3.01%
New Positions 22 25 -3
Increased Positions 77 75 +2
Closed Positions 36 25 +11
Reduced Positions 98 107 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IHDG

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q2)

232 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in IHDG. Verified SEC 13F-HR filings.

QUARTER:
Top 25 IHDG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gaddis Premier Wealth Advisors LLC 10.52% 330,551 $17.3M
2 Prepared Retirement Institute LLC 5.87% 263,132 $13.8M
3 Capital Wealth Management, LLC 5.69% 451,633 $23.7M
4 Solano Wealth Investment Advisors LLC 5.41% 226,834 $11.9M
5 Wealth Management Resources, INC. 5.32% 329,179 $17.2M
6 Argo Wealth Advisory, LLC 5.31% 183,696 $9.6M
7 Melone Private Wealth, LLC 4.10% 205,264 $10.8M
8 Trinity Wealth Management, LLC 3.98% 239,282 $12.5M
9 WESCAP Management Group, Inc. 3.70% 378,708 $19.8M
10 Falcon Wealth Planning 3.30% 998,941 $52.3M
11 Berkeley, Inc 2.92% 177,474 $9.3M
12 Summit Asset Management, LLC 2.58% 384,135 $20.1M
13 Sachetta, LLC 2.39% 93,733 $4.9M
14 Marietta Wealth Management, LLC 2.10% 389,425 $20.4M
15 R2 Capital Strategies, LLC 1.61% 67,839 $3.6M
16 Trilogy Capital Inc. 1.60% 784,789 $41.1M
17 Ameritas Advisory Services, LLC 1.48% 1,401,573 $73.4M
18 Stonebridge Wealth Management, LLC 1.30% 27,755 $1.5M
19 Eagle Strategies LLC 1.29% 247,960 $13.0M
20 AssuredPartners Investment Advisors, LLC 1.04% 205,876 $10.8M
21 Sculati Wealth Management, LLC 1.02% 58,802 $3.1M
22 Pursuit Wealth Strategies, LLC 1.02% 14,930 $782K
23 Prism Advisors, Inc. 0.92% 72,524 $3.8M
24 Adamsbrown Wealth Consultants LLC 0.88% 88,838 $4.7M
25 Perspective Wealth Advisors LLC 0.83% 28,890 $1.5M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Wisdomtree Tr (IHDG)

What does the Smart Money Trend signal show for IHDG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their IHDG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for IHDG?

More sellers than buyers — 43% buying: Last quarter: 133 funds reduced or exited vs 100 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for IHDG holders?

Elite ownership — 46% AUM from top-100 funds: 24 of 233 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in IHDG. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held IHDG?

62% of holders stayed for 2+ years: 145 out of 233 hedge funds have held IHDG for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Wisdomtree Tr (IHDG) following the 2026 Q3 hedge fund 13F filings?

As of today, IHDG has moved +0.0% since the 2026 Q3 13F filing date (November 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (September 30, 2026), IHDG has gained -0.8% vs -3.6% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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