Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DFJ)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — DFJ

Based on 82 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DFJ 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
82 hedge funds hold DFJ 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.
🚀

Fast accumulation — +39% more funds vs a year ago

fund count last 6Q
+23 new funds entered over the past year (+39% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 59% buying

36 buying25 selling
Last quarter: 36 funds bought or added vs 25 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.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new DFJ position: 5 → 16 → 3 → 19. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 20% medium ■ 23% new
47 out of 82 hedge funds have held DFJ 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 — ~19 new funds/quarter

4 → 5 → 16 → 3 → 19 new funds/Q
New funds entering each quarter: 5 → 16 → 3 → 19. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 27% newcomers

■ 57% veterans ■ 16% 1-2yr ■ 27% new
Entry-cohort mix of 82 holders: 47 (57%) are 2+ year veterans, 13 entered 1–2 years ago, and 22 (27%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
15 of 82 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in DFJ. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — DFJ

In 2026 Q1, 36 hedge funds were net buyers of DFJ (19 opened a new position, 17 added to an existing one), while 25 reduced or exited (18 trimmed, 7 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 54% of total institutional value in DFJ is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 82.

Hedge Fund Ownership: DFJ

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

Market Analysis: DFJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DFJ

-- --

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: DFJ
2026 Q2 Stats Unlock in 4 days 81 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 81 70 15.71%
13F Shares 2M 2M -0.57%
Total Value $178M $174M 2.3%
New Positions 19 3 +16
Increased Positions 17 20 -3
Closed Positions 8 5 +3
Reduced Positions 18 18 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DFJ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

81 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 DFJ holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Barry Investment Advisors, LLC 1.81% 82,114 $8.6M
2 Sachem Hill LLC 1.03% 54,939 $5.8M
3 Schwerin Boyle Capital Management Inc 0.68% 52,336 $5.5M
4 Guardian Partners Inc. 0.26% 26,900 $2.8M
5 Essential Partners LLC 0.19% 3,888 $409K
6 Core Wealth Partners LLC 0.16% 3,500 $369K
7 Roberts Glore & Co Inc /Il/ 0.13% 5,122 $539K
8 Maridea Wealth Management LLC 0.12% 10,820 $1.1M
9 Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% 7,424 $782K
10 Avestar Capital, LLC 0.08% 14,263 $1.5M
11 Apollon Wealth Management, LLC 0.07% 51,863 $5.5M
12 E&G Advisors, LLC 0.06% 2,864 $302K
13 Css LLC/Il 0.06% 13,836 $1.5M
14 Owl Creek Wealth Partners LLC 0.05% 1,768 $186K
15 Coppell Advisory Solutions LLC 0.05% 10,397 $573K
16 Cornerstone Capital, Inc. 0.04% 4,162 $438K
17 Walkner Condon Financial Advisors LLC 0.03% 2,310 $243K
18 Vontobel Holding Ltd. 0.03% 82,180 $8.7M
19 3EDGE Asset Management, LP 0.02% 4,900 $516K
20 Exchange Traded Concepts, LLC 0.02% 47,191 $5.0M
21 Arkadios Wealth Advisors 0.01% 8,991 $947K
22 NBH Bank 0.01% 250 $26K
23 Raymond James Financial Inc 0.01% 218,541 $23.0M
24 Dunhill Financial, LLC 0.00% 200 $21K
25 HighTower Advisors, LLC 0.00% 41,682 $4.4M
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 (DFJ)

What does the Smart Money Trend signal show for DFJ?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DFJ 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 DFJ?

Slight buying edge — 59% buying: Last quarter: 36 funds bought or added vs 25 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 DFJ holders?

Elite ownership — 54% AUM from top-100 funds: 15 of 82 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in DFJ. 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 DFJ?

57% of holders stayed for 2+ years: 47 out of 82 hedge funds have held DFJ 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.

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.

Full history →