Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (IHDG)

243 + 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
↑ +1
Streak
2Q ▲
Buyers last Q
43%

Smart Money Signals — IHDG

Based on 246 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added IHDG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (95% of max)

95% of all-time peak
246 hedge funds hold IHDG right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold IHDG compared to a year ago (-4% 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 buying131 selling
Last quarter: 131 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.
⚠️

Fewer new buyers each quarter (-9 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 23 → 15 → 34 → 25. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 25% medium ■ 17% new
144 out of 246 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.
🚀

Acceleration phase — new buyers rushing in

30 → 23 → 15 → 34 → 25 new funds/Q
New funds entering each quarter: 23 → 15 → 34 → 25. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 58% veterans vs 24% newcomers

■ 58% veterans ■ 18% 1-2yr ■ 24% new
Entry-cohort mix of 246 holders: 142 (58%) are 2+ year veterans, 44 entered 1–2 years ago, and 60 (24%) 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
21 of 245 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.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 Q1, 100 hedge funds were net buyers of IHDG (25 opened a new position, 75 added to an existing one), while 131 reduced or exited (107 trimmed, 24 sold completely) — a 43% buyer ratio, indicating roughly balanced activity. Net buying has persisted for two consecutive quarters, a positive momentum signal. 46% of total institutional value in IHDG is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 246.

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 Q1 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 March 31, 2026 · 81d ago
IHDG
nan%
SPY
+15.1%

IHDG outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
IHDG
nan%
SPY
+1.3%

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

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.

12 top-rated funds 8 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.4
/ 10
conviction
Hedge Fund Positioning: IHDG
243 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 243 245 -0.82%
13F Shares 33M 33M -1.29%
Total Value $1.51B $1.60B -5.56%
New Positions 25 34 -9
Increased Positions 75 75 -
Closed Positions 27 20 +7
Reduced Positions 104 101 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: IHDG

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Financial Highlights

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Institutional Holders (2026 Q1)

243 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gaddis Premier Wealth Advisors LLC 11.04% 310,807 $15.0M
2 Prepared Retirement Institute LLC 6.42% — $13K
3 Capital Wealth Management, LLC 5.76% 442,405 $21.3M
4 Solano Wealth Investment Advisors LLC 5.41% 225,407 $10.9M
5 Wealth Management Resources, INC. 5.30% 316,242 $15.2M
6 Argo Wealth Advisory, LLC 5.05% 178,540 $8.6M
7 Trinity Wealth Management, LLC 4.24% 239,554 $11.5M
8 Melone Private Wealth, LLC 4.03% 204,960 $9.9M
9 WESCAP Management Group, Inc. 3.62% 382,037 $18.4M
10 Eagle Strategies LLC 3.38% 586,867 $28.3M
11 Falcon Wealth Planning 3.08% 938,291 $45.2M
12 Berkeley, Inc 2.87% 177,852 $8.6M
13 Nvest Wealth Strategies, Inc. 2.64% 78,273 $3.8M
14 Summit Asset Management, LLC 2.58% 384,949 $18.5M
15 Sachetta, LLC 2.26% 86,503 $4.2M
16 Pursuit Wealth Strategies, LLC 2.18% 31,960 $1.6M
17 Marietta Wealth Management, LLC 2.15% 375,752 $18.1M
18 Ameritas Advisory Services, LLC 1.82% 973,021 $46.9M
19 Trilogy Capital Inc. 1.64% 772,976 $37.2M
20 Stonebridge Wealth Management, LLC 1.36% 29,395 $1.4M
21 Adamsbrown Wealth Consultants LLC 1.15% 89,990 $4.3M
22 AssuredPartners Investment Advisors, LLC 1.09% 203,535 $10.0M
23 Sculati Wealth Management, LLC 1.08% 60,667 $2.9M
24 Perspective Wealth Advisors LLC 1.04% 33,143 $1.6M
25 Choice Wealth Advisors LLC 0.96% 50,880 $2.4M
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

Frequently Asked Questions — Wisdomtree Tr (IHDG)

What does the Smart Money Trend signal show for IHDG?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added IHDG than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for IHDG?

More sellers than buyers — 43% buying: Last quarter: 131 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: 21 of 245 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?

59% of holders stayed for 2+ years: 144 out of 246 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 Q1 hedge fund 13F filings?

As of today, IHDG has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), IHDG has gained nan% vs +15.1% 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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