Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DGRS)

124 + Investors. Track Smart Money conviction in DGRS. 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
↑ +3
Streak
3Q ▲
Buyers last Q
53%

Smart Money Signals — DGRS

Based on 125 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added DGRS 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 (99% of max)

99% of all-time peak
125 hedge funds hold DGRS 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 — +5% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

63 buying56 selling
Last quarter: 63 funds bought or added vs 56 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 — ~20 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 12 → 16 → 20. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

52% conviction (2yr+) 28% medium 20% new
65 out of 125 hedge funds have held DGRS 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.
🚀

Acceleration phase — new buyers rushing in

13 → 7 → 12 → 16 → 20 new funds/Q
New funds entering each quarter: 7 → 12 → 16 → 20. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 53% of holders stayed 2+ years

53% veterans 24% 1-2yr 23% new
Of 125 current holders: 66 (53%) 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.

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
14 of 125 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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 — DGRS

In 2026 Q1, 63 hedge funds were net buyers of DGRS (20 opened a new position, 43 added to an existing one), while 56 reduced or exited (39 trimmed, 17 sold completely) — a 53% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 37% of total institutional value in DGRS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 125.

Hedge Fund Ownership: DGRS

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

Market Analysis: DGRS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DGRS

-- --

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

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

Signal Freshness measures how much DGRS 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 · 75d ago
DGRS
+10.4%
SPY
+14.1%

DGRS outperformed SPY by -3.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
DGRS
+5.3%
SPY
+0.3%

Since the filing became public, DGRS outperformed SPY by +5.0% .

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.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: DGRS
124 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 124 122 1.64%
13F Shares 4M 4M -2.31%
Total Value $223M $215M 3.45%
New Positions 20 16 +4
Increased Positions 43 34 +9
Closed Positions 18 14 +4
Reduced Positions 39 49 -10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DGRS

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Institutional Holders (2026 Q1)

124 + investors

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

QUARTER:
Top 25 DGRS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonebridge Wealth Management, LLC 3.36% 66,289 $3.5M
2 Columbia Advisory Partners LLC 2.66% 78,681 $4.2M
3 Dickmeyer Boyce Financial Management, Inc. 1.32% 42,315 $2.2M
4 Stonebridge Financial Group, LLC 1.23% 281,579 $14.9M
5 Founders Financial Alliance, LLC 0.91% 95,245 $5.0M
6 United Advisor Group, LLC 0.81% 124,667 $6.6M
7 Everstar Asset Management, LLC 0.73% 25,804 $1.4M
8 Lvm Capital Management Ltd/Mi 0.72% 144,094 $7.6M
9 Strategic Financial Concepts, LLC 0.48% 36,918 $2.0M
10 LifeWealth Investments, LLC 0.45% 28,328 $1.5M
11 XML Financial, LLC 0.44% 103,184 $5.5M
12 WealthPoint Financial, LLC 0.40% 9,192 $456K
13 Philip James Wealth Mangement, LLC 0.34% 55,201 $2.9M
14 Marshall & Sterling Wealth Advisors Inc. 0.28% 8,195 $434K
15 Team Financial Group, LLC 0.24% 10,009 $530K
16 Linscomb Wealth, Inc. 0.24% 100,693 $5.3M
17 TopTier Wealth Management, LLC 0.22% 6,779 $359K
18 Wealthcare Capital Partners, LLC 0.21% 8,582 $454K
19 Redwood Family Wealth LLC 0.20% 3,936 $208K
20 Precedent Wealth Partners, LLC 0.17% 16,225 $859K
21 First National Bank Sioux Falls 0.14% 9,052 $501K
22 Quartz Partners, LLC 0.12% 6,102 $323K
23 Certuity, LLC 0.12% 35,513 $1.9M
24 Redmond Asset Management, LLC 0.11% 7,305 $387K
25 Modern Wealth Management, LLC 0.09% 94,025 $5.0M
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 (DGRS)

What does the Smart Money Trend signal show for DGRS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added DGRS 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 DGRS?

Slight buying edge — 53% buying: Last quarter: 63 funds bought or added vs 56 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 DGRS holders?

Strong quality — 37% AUM from major funds: 14 of 125 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held DGRS?

52% of holders stayed for 2+ years: 65 out of 125 hedge funds have held DGRS 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 (DGRS) following the 2026 Q1 hedge fund 13F filings?

As of today, DGRS has moved +5.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +5.0%. Since the quarter end (March 31, 2026), DGRS has gained +10.4% vs +14.1% 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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