Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (DGRE)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
49%

Smart Money Signals — DGRE

Based on 53 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
53 hedge funds hold DGRE 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 — +8% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

19 buying20 selling
Last quarter: 20 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 10 → 4 → 5 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

53% of holders stayed for 2+ years

53% conviction (2yr+) 28% medium 19% new
28 out of 53 hedge funds have held DGRE 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.
📊

Peak discovery — momentum slowing

12 → 10 → 4 → 5 → 5 new funds/Q
New funds entering each quarter: 10 → 4 → 5 → 5. DGRE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 55% of holders stayed 2+ years

55% veterans 17% 1-2yr 28% new
Of 53 current holders: 29 (55%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 10% AUM from top-100

10% from top-100 AUM funds
8 of 53 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Hedge Fund Ownership: DGRE

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

Market Analysis: DGRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DGRE

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

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
0.5
/ 10
conviction
Hedge Fund Positioning: DGRE
2026 Q1 Stats Unlock in 16 days 53 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 53 53 -
13F Shares 3M 3M 2.53%
Total Value $315M $298M 5.7%
New Positions 5 5 -
Increased Positions 14 15 -1
Closed Positions 5 3 +2
Reduced Positions 15 21 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DGRE

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Financial Highlights

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Institutional Holders (2026 Q1)

53 + investors

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

Top 24 institutional holders of DGRE — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SimpliFi, Inc. 4.71% 338,964 $11.2M
2 Noble Wealth Management PBC 0.73% 44,072 $1.5M
3 Occidental Asset Management, LLC 0.33% 83,737 $2.8M
4 Capital Advisors, Ltd. LLC 0.08% 21,525
5 United Advisor Group, LLC 0.06% 15,255 $505K
6 Great Waters Wealth Management 0.06% 17,286 $573K
7 180 WEALTH ADVISORS, LLC 0.05% 12,791 $424K
8 KMG FIDUCIARY PARTNERS, LLC 0.05% 19,153 $634K
9 CAPITAL MANAGEMENT CORP /VA 0.05% 8,106 $268K
10 Clark Asset Management, LLC 0.02% 7,111 $236K
11 Farther Finance Advisors, LLC 0.01% 43,189 $1.4M
12 Orgel Wealth Management, LLC 0.01% 10,030 $332K
13 Princeton Global Asset Management LLC 0.01% 1,260 $42K
14 IFP Advisors, Inc 0.00% 7,209 $239K
15 Cambridge Investment Research Advisors, Inc. 0.00% 47,894 $2K
16 OPPENHEIMER & CO INC 0.00% 7,000 $232K
17 CENTRAL TRUST Co 0.00% 3,000 $99K
18 SBI Securities Co., Ltd. 0.00% 1,931 $64K
19 Kestra Advisory Services, LLC 0.00% 9,036 $299K
20 NBC SECURITIES, INC. 0.00% 380 $13K
21 AdvisorNet Financial, Inc 0.00% 160 $5K
22 DHJJ Financial Advisors, Ltd. 0.00% 16
23 ENVESTNET ASSET MANAGEMENT INC 0.00% 17,425 $577K
24 GHP Investment Advisors, Inc. 0.00% 82 $3K
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 (DGRE)

What does the Smart Money Trend signal show for DGRE?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for DGRE?

More sellers than buyers — 49% buying: Last quarter: 20 funds reduced or exited vs 19 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DGRE holders?

Smaller funds dominant — 10% AUM from top-100: 8 of 53 holders rank in the top 100 by AUM, but together hold only 10% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DGRE?

53% of holders stayed for 2+ years: 28 out of 53 hedge funds have held DGRE 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.