IHDG · Insider trading · 13F holders · Congress trades
Wisdomtree Tr (IHDG)
Who is buying and selling IHDG: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 42
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
IHDG at a glance
- No open-market insider purchases or sales of IHDG were filed in the last 90 days.
- 42 13F filers hold IHDG among their 50 largest positions, worth $435.7M combined. The biggest bets by portfolio weight are Prepared Retirement Institute LLC (5.9%), Capital Wealth Management, LLC (5.5%) and Solano Wealth Investment Advisors LLC (5.4%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
- No member of Congress has disclosed a trade in IHDG.
IHDG insider trading
No open-market insider purchases or sales of IHDG were filed in the last 90 days.
Who owns IHDG? Hedge funds and superinvestors
42 13F filers hold IHDG among their 50 largest positions, worth $435.7M combined. The biggest bets by portfolio weight are Prepared Retirement Institute LLC (5.9%), Capital Wealth Management, LLC (5.5%) and Solano Wealth Investment Advisors LLC (5.4%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Ameritas Advisory Services, LLCWealth manager | 1.5% | $73.4M | 1,401,573 | +44.0% shares | Q2 2026 |
| Falcon Wealth PlanningWealth manager | 3.3% | $52.3M | 998,941 | +6.5% shares | Q2 2026 |
| Trilogy Capital Inc.Wealth manager | 1.6% | $41.1M | 791,286 | +0.8% shares | Q3 2026 |
| Capital Wealth Management, LLCWealth manager | 5.5% | $24.2M | 465,892 | +3.2% shares | Q3 2026 |
| Hunter Associates Investment Management LLCWealth manager | 2.5% | $21.5M | 414,748 | -0.0% shares | Q3 2026 |
| Summit Asset Management, LLCWealth manager | 2.6% | $20.1M | 384,135 | -0.2% shares | Q2 2026 |
| Marietta Wealth Management, LLCWealth manager | 2.1% | $20.0M | 385,730 | -0.9% shares | Q3 2026 |
| WESCAP Management Group, Inc.Wealth manager | 3.7% | $19.8M | 378,708 | -0.9% shares | Q2 2026 |
| Wealth Management Resources, Inc.Wealth manager | 5.4% | $17.4M | 336,169 | +2.1% shares | Q3 2026 |
| Prepared Retirement Institute LLCWealth manager | 5.9% | $13.8M | 263,132 | -2.1% shares | Q2 2026 |
| Solano Wealth Investment Advisors LLCWealth manager | 5.4% | $11.9M | 226,834 | +0.6% shares | Q2 2026 |
| Melone Private Wealth, LLCWealth manager | 4.3% | $11.1M | 213,102 | +3.8% shares | Q3 2026 |
| Eagle Strategies LLCWealth manager | 1.0% | $10.8M | 208,449 | -15.9% shares | Q3 2026 |
| AssuredPartners Investment Advisors, LLCInstitutional asset manager | 1.0% | $10.8M | 205,876 | +1.2% shares | Q2 2026 |
| Wealthspire Retirement, LLCInstitutional asset manager | 0.5% | $9.7M | 184,303 | -3.5% shares | Q2 2026 |
| Argo Wealth Advisory, LLCWealth manager | 5.3% | $9.6M | 183,696 | +2.9% shares | Q2 2026 |
| Berkeley, IncWealth manager | 2.8% | $9.2M | 177,829 | +0.2% shares | Q3 2026 |
| Laurel Oak Wealth Management, LLCWealth manager | 0.7% | $4.9M | 94,638 | +1.0% shares | Q3 2026 |
| Sachetta, LLCInvestment manager | 2.4% | $4.9M | 93,733 | +8.4% shares | Q2 2026 |
| Adamsbrown Wealth Consultants LLCWealth manager | 0.8% | $4.5M | 87,561 | -1.4% shares | Q3 2026 |
| Gaddis Premier Wealth Advisors LLCWealth manager | 2.2% | $3.9M | 74,826 | -77.4% shares | Q3 2026 |
| R2 Capital Strategies, LLCWealth manager | 1.5% | $3.6M | 70,294 | +3.6% shares | Q3 2026 |
| Trinity Wealth Management, LLCWealth manager | 1.1% | $3.5M | 66,803 | -72.1% shares | Q3 2026 |
| Prism Advisors, Inc.Wealth manager | 0.9% | $3.4M | 66,743 | -8.0% shares | Q3 2026 |
| Sculati Wealth Management, LLCWealth manager | 1.0% | $2.9M | 56,993 | -3.1% shares | Q3 2026 |
| Hobbs Group Advisors, LLCWealth manager | 0.8% | $2.9M | 55,675 | -3.0% shares | Q2 2026 |
| Nvest Wealth Strategies, Inc.Wealth manager | 2.1% | $2.9M | 55,521 | -28.8% shares | Q3 2026 |
| Mach-1 Financial Group, LLCWealth manager | 0.8% | $2.1M | 40,403 | +11.4% shares | Q2 2026 |
| DHJJ Financial Advisors, Ltd.Wealth manager | 0.6% | $2.1M | 40,427 | -6.0% shares | Q3 2026 |
| Choice Wealth Advisors LLCWealth manager | 0.7% | $2.0M | 39,262 | -7.5% shares | Q3 2026 |
The 30 largest of 42 positions, by value. Each manager counts with its latest 13F (Q3 2026: 22, Q2 2026: 19, Q1 2026: 1). Screen IHDG in the grand portfolio →
IHDG stock trades by members of Congress
No member of Congress has disclosed a trade in IHDG.
IHDG questions and answers
Are insiders buying IHDG stock?
No open-market insider purchases or sales of IHDG were filed in the last 90 days.
Which hedge funds own IHDG?
42 13F filers hold IHDG among their 50 largest positions, worth $435.7M combined. The biggest bets by portfolio weight are Prepared Retirement Institute LLC (5.9%), Capital Wealth Management, LLC (5.5%) and Solano Wealth Investment Advisors LLC (5.4%). In their latest 13Fs, 0 managers opened a new position and 4 added to one.
Has Congress traded IHDG?
No member of Congress has disclosed a trade in IHDG.
Who is the largest holder of IHDG?
Among 13F filers, Ameritas Advisory Services, LLC reports the largest IHDG position, $73.4M (1,401,573 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Prepared Retirement Institute LLC's: 5.9% of its portfolio.
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