SEC 13F Intelligence

Vivid Financial Management, Inc. / IHDG

Vivid Financial Management, Inc.’s Wisdomtree Tr Position

Does Vivid Financial Management, Inc. own Wisdomtree Tr (IHDG)? Not currently — the last reported position was 64.8K shares worth $2M in Q1 2020; the fund’s latest 13F (Q4 2021) no longer reports it.

Position Value
$2M
Q1 2020
Shares
64.8K
% of Portfolio
+2.56%
Quarters Held
2
position exited

Position History IHDG

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $2MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202064.8K$2M+2.56%
Q4 201958.3K$2M+2.31%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Vivid Financial Management, Inc.’s full portfolio or all institutional holders of IHDG.