Back to Farther Finance Advisors, LLC Farther Finance Advisors, LLC

IHDGIHDG
8 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in WISDOMTREE TR

Yes. Farther Finance Advisors holds 166,263 shares of IHDG, worth $8.6M, as of its Q3 2026 13F filing. It increased the position by 8,180 shares (+5.2%) from Q2 2026. Farther Finance Advisors has held IHDG since Q4 2024, across 8 quarterly 13F filings. IHDG is 0.1% of Farther Finance Advisors' reported 13F portfolio.

Current Value

$8.6M

Current Shares

166,263

Total Value Change

+$8.5M

Total Shares Change

+163,617

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
166,263
+5.2%
$8.6M0.1%$51.90
29
2026-Q2
Decreased
158,083
-2.6%
$8.3M0.1%$52.25
0
2026-Q1
Increased
162,347
+3487.0%
$7.9M0.1%$47.40
44
2025-Q4
Increased
4,526
+444.0%
$220,2350.0%$47.86
37
2025-Q3
Decreased
832
-70.7%
$38,3390.0%$45.26
0
2025-Q2
Decreased
2,837
-3.2%
$127,8070.0%$44.10
0
2025-Q1
Increased
2,931
+10.8%
$127,4690.0%$41.86
25
2024-Q4
New
2,646
-
$115,0220.0%$41.93
30

Other major holders of IHDG: MORGAN STANLEY, LPL Financial LLC

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