Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (DGRW)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +51
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — DGRW

Based on 711 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DGRW 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
711 hedge funds hold DGRW 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 — +9% more funds vs a year ago

fund count last 6Q
+60 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

356 buying283 selling
Last quarter: 356 funds bought or added vs 283 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 (+52 vs last Q)

new funds entering per quarter
Funds opening a new DGRW position: 54 → 59 → 48 → 100. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 26% medium ■ 17% new
400 out of 711 hedge funds have held DGRW 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

87 → 54 → 59 → 48 → 100 new funds/Q
New funds entering each quarter: 54 → 59 → 48 → 100. A growing number of institutions are discovering DGRW each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 55% of holders stayed 2+ years

■ 55% veterans ■ 19% 1-2yr ■ 26% new
Of 711 current holders: 392 (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.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
23 of 711 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in DGRW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
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.

Hedge Fund Ownership: DGRW

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

Market Analysis: DGRW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DGRW

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

41 top-rated funds 31 high-conviction
Consensus
7.0
/ 10
breadth
×
Elite
5.2
/ 10
conviction
Hedge Fund Positioning: DGRW
2026 Q1 Stats Unlock in 22 days 711 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 711 661 7.56%
13F Shares 128M 130M -1.86%
Total Value $11.78B $11.93B -1.27%
New Positions 100 48 +52
Increased Positions 257 262 -5
Closed Positions 49 60 -11
Reduced Positions 234 230 +4
Total Calls 0 1 -100.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: DGRW

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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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)

711 + investors

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

Top 25 institutional holders of DGRW — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fiduciary Planning LLC 13.61% 513,030 $45.1M
2 Boyce & Associates Wealth Consulting, Inc. 13.51% 203,008 $17.8M
3 IAM Advisory, LLC 13.06% 663,745 $58.3M
4 COLUMBIA ADVISORY PARTNERS LLC 12.70% 226,430 $19.9M
5 Lauer Wealth, LLC 11.31% 156,981 $14.2M
6 Choice Wealth Advisors LLC 11.31% 327,972 $28.8M
7 Spinnaker Investment Group, LLC 10.17% 568,471 $49.9M
8 MOR Wealth Management, LLC 8.88% 220,333 $19.4M
9 ACT Advisors, LLC. 8.75% 234,126 $20.6M
10 Cresta Advisors, Ltd. 8.70% 241,906 $21.2M
11 TigerOak Management, L.L.C. 8.20% 296,463 $26.0M
12 EAGLE WEALTH STRATEGIES LLC 7.71% 200,179 $17.6M
13 Aspire Capital Advisors LLC 7.51% 379,846 $33.4M
14 Williams Financial, LLC 7.12% 139,329 $12.2M
15 Serenus Wealth Advisors, LLC 6.98% 398,649 $35.0M
16 Three Magnolias Financial Advisors, LLC 6.89% 123,241 $10.8M
17 MB, LEVIS & ASSOCIATES, LLC 6.39% 174,355 $15.3M
18 Oxinas Partners, LLC 5.87% 146,342 $12.9M
19 Bouchey Financial Group Ltd 5.82% 874,519 $79.4M
20 RVW Wealth, LLC 5.68% 829,962 $72.9M
21 Nvest Wealth Strategies, Inc. 5.52% 89,773 $7.9M
22 SNS Financial Group, LLC 5.43% 717,040 $63.0M
23 PMG Wealth Management, Inc. 5.36% 84,537 $7.4M
24 BEACON FINANCIAL GROUP 5.14% 578,140 $51.7M
25 Darrow Company, Inc. 4.76% 120,485 $10.6M
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 (DGRW)

What does the Smart Money Trend signal show for DGRW?

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

Slight buying edge — 56% buying: Last quarter: 356 funds bought or added vs 283 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 DGRW holders?

Elite ownership — 47% AUM from top-100 funds: 23 of 711 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in DGRW. 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 DGRW?

56% of holders stayed for 2+ years: 400 out of 711 hedge funds have held DGRW 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.