Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (DGRS)

118 + 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
↑ +2
Streak
2Q ▲
Buyers last Q
45%

Smart Money Signals — DGRS

Based on 118 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 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 (97% of max)

97% of all-time peak
118 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.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DGRS is almost the same as a year ago (-4 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 45% buying

49 buying60 selling
Last quarter: 60 funds reduced or exited vs 49 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 — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 7 → 12 → 15. 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+) 26% medium 20% new
63 out of 118 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.
📈

Growing discovery — still being found

28 → 12 → 7 → 12 → 15 new funds/Q
New funds entering each quarter: 12 → 7 → 12 → 15. A growing number of institutions are discovering DGRS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 53% of holders stayed 2+ years

53% veterans 17% 1-2yr 31% new
Of 118 current holders: 62 (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 — 33% AUM from major funds

33% from top-100 AUM funds
13 of 118 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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: 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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

11 top-rated funds 1 high-conviction
Consensus
4.7
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: DGRS
2026 Q1 Stats Unlock in 22 days 118 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 118 116 1.72%
13F Shares 4M 5M -5.77%
Total Value $214M $229M -6.27%
New Positions 15 12 +3
Increased Positions 34 31 +3
Closed Positions 13 8 +5
Reduced Positions 47 47 -
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)

118 + investors

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

Top 25 institutional holders of DGRS — 2025 Q4 · 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 Stonebridge Financial Group, LLC 1.23% 281,579 $14.9M
4 United Advisor Group, LLC 0.81% 124,667 $6.6M
5 Everstar Asset Management, LLC 0.73% 25,804 $1.4M
6 LVM CAPITAL MANAGEMENT LTD/MI 0.72% 144,094 $7.6M
7 LifeWealth Investments, LLC 0.45% 28,328 $1.5M
8 XML Financial, LLC 0.44% 103,184 $5.5M
9 WealthPoint Financial, LLC 0.40% 9,192 $456K
10 Wealthcare Capital Partners, LLC 0.21% 8,582 $454K
11 PRECEDENT WEALTH PARTNERS, LLC 0.17% 16,225 $859K
12 FIRST NATIONAL BANK SIOUX FALLS 0.14% 9,052 $501K
13 Princeton Global Asset Management LLC 0.08% 9,422 $499K
14 CAPITAL MANAGEMENT CORP /VA 0.07% 8,100 $429K
15 HARBOR INVESTMENT ADVISORY, LLC 0.06% 14,185 $751K
16 Beacon Financial Advisory LLC 0.05% 3,852 $204K
17 Stratos Wealth Partners, LTD. 0.03% 46,732 $2.5M
18 RMR Wealth Builders 0.03% 6,332 $335K
19 Capital Advisors, Ltd. LLC 0.02% 2,600
20 FLAGSHIP HARBOR ADVISORS, LLC 0.01% 5,727 $303K
21 Venturi Wealth Management, LLC 0.01% 5,174 $274K
22 Medallion Wealth Advisors, LLC 0.01% 409 $19K
23 OPPENHEIMER & CO INC 0.01% 12,316 $652K
24 COMMONWEALTH EQUITY SERVICES, LLC 0.01% 104,912 $5.6M
25 Private Advisor Group, LLC 0.01% 29,496 $1.6M
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 — 2 quarters in a row: For 2 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?

More sellers than buyers — 45% buying: Last quarter: 60 funds reduced or exited vs 49 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 DGRS holders?

Strong quality — 33% AUM from major funds: 13 of 118 holders rank in the top 100 by AUM, accounting for 33% 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?

53% of holders stayed for 2+ years: 63 out of 118 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.

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.