Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DGRW)

785 + 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
↑ +22
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — DGRW

Based on 792 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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
792 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 — +10% more funds vs a year ago

fund count last 6Q
+75 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 50% buying

349 buying350 selling
Last quarter: 349 funds bought or added vs 350 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 (+10 vs last Q)

new funds entering per quarter
Funds opening a new DGRW position: 54 → 108 → 69 → 79. 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+) ■ 23% medium ■ 20% new
453 out of 792 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.
➡️

Steady discovery — ~79 new funds/quarter

68 → 54 → 108 → 69 → 79 new funds/Q
New funds entering each quarter: 54 → 108 → 69 → 79. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 58% veterans vs 23% newcomers

■ 58% veterans ■ 19% 1-2yr ■ 23% new
Entry-cohort mix of 794 holders: 459 (58%) are 2+ year veterans, 152 entered 1–2 years ago, and 183 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
30 of 792 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.6
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.

Institutional Sentiment Summary — DGRW

In 2026 Q2, 349 hedge funds were net buyers of DGRW (79 opened a new position, 270 added to an existing one), while 350 reduced or exited (293 trimmed, 57 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in DGRW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +22 funds (more new holders than closures). Total institutional holders: 792.

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

-- --

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

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

Signal Freshness measures how much DGRW has moved relative to its sector benchmark (SPY) since the 2026 Q2 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 June 30, 2026 · 80d ago
DGRW
+2.4%
SPY
-2.0%

DGRW outperformed SPY by +4.4% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 35d ago
DGRW
-2.1%
SPY
-1.4%

Since the filing became public, DGRW outperformed SPY by -0.7% .

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.

17 top-rated funds 45 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
4.2
/ 10
conviction
Hedge Fund Positioning: DGRW
785 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 785 770 1.95%
13F Shares 132M 136M -2.61%
Total Value $12.44B $12.06B 3.12%
New Positions 77 69 +8
Increased Positions 268 267 +1
Closed Positions 62 59 +3
Reduced Positions 292 298 -6
Total Calls 2 1 100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DGRW

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Institutional Holders (2026 Q2)

785 + investors

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

QUARTER:
Top 25 DGRW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Hamilton Capital, LLC 34.09% 7,201,068 $688.6M
2 Team Financial Group, LLC 16.54% 407,395 $39.0M
3 Schorn Wealth LLC 15.57% 622,496 $59.5M
4 Boyce & Associates Wealth Consulting, Inc. 13.68% 206,369 $19.7M
5 IAM Advisory, LLC 12.46% 668,549 $63.9M
6 Columbia Advisory Partners LLC 12.11% 229,630 $22.0M
7 Resolute Capital, LLC 12.02% 364,168 $34.8M
8 Duncan Williams Asset Management, LLC 11.50% 533,740 $51.0M
9 Choice Wealth Advisors LLC 11.11% 330,979 $31.6M
10 Prestige Wealth Management Group LLC 10.52% 605,899 $57.9M
11 Spinnaker Investment Group, LLC 9.84% 642,340 $61.4M
12 Glassman Wealth Services 9.48% 827,493 $79.1M
13 TopTier Wealth Management, LLC 9.44% 163,408 $15.6M
14 Lauer Wealth, LLC 8.76% 151,513 $14.6M
15 Cresta Advisors, Ltd. 8.60% 250,466 $23.9M
16 Legacy Financial Advisors, Inc. 8.54% 732,660 $70.1M
17 Compass Financial Services Inc 8.27% 231,370 $22.1M
18 Pension & Wealth Management Advisors, INC. 8.23% 159,190 $9.6M
19 Gaddis Premier Wealth Advisors LLC 8.12% 139,810 $13.4M
20 MOR Wealth Management, LLC 7.94% 208,478 $19.9M
21 TigerOak Management, L.L.C. 7.82% 291,189 $27.8M
22 ACT Advisors, LLC. 7.74% 243,485 $23.3M
23 Cpwa, LLC 7.27% 65,443 $6.3M
24 Williams Financial, LLC 7.27% 147,038 $14.1M
25 Eagle Wealth Strategies LLC 7.26% 198,832 $19.0M
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 (DGRW)

What does the Smart Money Trend signal show for DGRW?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, 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 — 50% buying: Last quarter: 349 funds bought or added vs 350 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 — 46% AUM from top-100 funds: 30 of 792 holders are among the 100 largest funds by AUM, controlling 46% 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?

57% of holders stayed for 2+ years: 453 out of 792 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.

Is it too late to buy Wisdomtree Tr (DGRW) following the 2026 Q2 hedge fund 13F filings?

As of today, DGRW has moved -2.1% since the 2026 Q2 13F filing date (August 14, 2026), compared to -1.4% for the SPY sector ETF — an outperformance of -0.7%. Since the quarter end (June 30, 2026), DGRW has gained +2.4% vs -2.0% 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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