Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DES)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
4Q ▲
Buyers last Q
52%

Smart Money Signals — DES

Based on 351 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added DES 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 (100% of max)

100% of all-time peak
351 hedge funds hold DES 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.
📶

Steady growth — +14% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

153 buying144 selling
Last quarter: 153 funds bought or added vs 144 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~38 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 38 → 32 → 37 → 38. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 19% medium ■ 15% new
231 out of 351 hedge funds have held DES 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 — ~38 new funds/quarter

28 → 38 → 32 → 37 → 38 new funds/Q
New funds entering each quarter: 38 → 32 → 37 → 38. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 66% veterans vs 19% newcomers

■ 66% veterans ■ 15% 1-2yr ■ 19% new
Entry-cohort mix of 351 holders: 232 (66%) are 2+ year veterans, 52 entered 1–2 years ago, and 67 (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
22 of 350 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in DES. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — DES

In 2026 Q1, 153 hedge funds were net buyers of DES (38 opened a new position, 115 added to an existing one), while 144 reduced or exited (123 trimmed, 21 sold completely) — a 52% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in DES is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 351.

Hedge Fund Ownership: DES

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

Market Analysis: DES

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DES

-- --

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

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

Signal Freshness measures how much DES 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 · 78d ago
DES
+10.0%
SPY
+15.9%

DES outperformed SPY by -5.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
DES
+5.2%
SPY
+2.0%

Since the filing became public, DES outperformed SPY by +3.2% .

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.

11 top-rated funds 4 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
2.9
/ 10
conviction
Hedge Fund Positioning: DES
346 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 346 334 3.59%
13F Shares 28M 28M 0.53%
Total Value $983M $968M 1.56%
New Positions 36 37 -1
Increased Positions 114 103 +11
Closed Positions 24 21 +3
Reduced Positions 123 120 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DES

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

346 + investors

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

QUARTER:
Top 25 DES holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HC Advisors, LLC 4.97% 206,534 $7.4M
2 Stonebridge Wealth Management, LLC 4.84% 140,617 $5.1M
3 Del-Sette Capital Management, LLC 4.56% 212,232 $7.6M
4 Three Bearings Fiduciary Advisors, Inc. 4.28% 127,999 $4.6M
5 Lee-Kelleher Wealth Management 3.48% 162,739 $5.8M
6 One Wealth Map LLC 3.33% 183,610 $7.1M
7 Melone Private Wealth, LLC 2.53% 172,167 $6.2M
8 Frazier Financial Advisors, LLC 2.36% 118,711 $4.3M
9 Croban 2.15% 126,974 $4.6M
10 Marathon Strategic Advisors, LLC 1.77% 68,287 $2.5M
11 Dickmeyer Boyce Financial Management, Inc. 1.57% 74,016 $2.7M
12 Invested Advisors 1.50% 41,300 $1.5M
13 VAUGHAN & Co SECURITIES, INC. 1.46% 78,492 $2.8M
14 TopTier Wealth Management, LLC 1.30% 59,059 $2.1M
15 Ffg Retirement Advisors LLC 1.09% 52,157 $1.9M
16 Key FInancial Inc 1.02% 158,701 $5.7M
17 Investment Research Partners LLC 0.74% 50,916 $1.8M
18 Old North State Wealth Management, LLC 0.69% 41,321 $1.5M
19 Triton Financial Group Inc 0.67% 11,066 $384K
20 Farmers National Bank 0.62% 78,628 $2.8M
21 Powers Advisory Group, LLC 0.62% 48,861 $1.8M
22 Wealthcare Capital Partners, LLC 0.62% 36,600 $1.3M
23 Total Clarity Wealth Management, Inc. 0.60% 71,231 $2.6M
24 Cascade Financial Partners, LLC 0.59% 159,821 $5.7M
25 Petra Financial Advisors Inc 0.59% 26,318 $946K
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 (DES)

What does the Smart Money Trend signal show for DES?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added DES 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 DES?

Slight buying edge — 52% buying: Last quarter: 153 funds bought or added vs 144 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for DES holders?

Elite ownership — 46% AUM from top-100 funds: 22 of 350 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in DES. 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 DES?

66% of holders stayed for 2+ years: 231 out of 351 hedge funds have held DES 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 (DES) following the 2026 Q1 hedge fund 13F filings?

As of today, DES has moved +5.2% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of +3.2%. Since the quarter end (March 31, 2026), DES has gained +10.0% vs +15.9% 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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