Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (DGS)

238 + Investors. Track Smart Money conviction in DGS. 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
↑ +18
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — DGS

Based on 238 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 DGS 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
238 hedge funds hold DGS 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
+12 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 — 59% buying

119 buying82 selling
Last quarter: 119 funds bought or added vs 82 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 (+14 vs last Q)

new funds entering per quarter
Funds opening a new DGS position: 20 → 27 → 18 → 32. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 19% medium 16% new
153 out of 238 hedge funds have held DGS 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 — ~32 new funds/quarter

26 → 20 → 27 → 18 → 32 new funds/Q
New funds entering each quarter: 20 → 27 → 18 → 32. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 66% of holders stayed 2+ years

66% veterans 13% 1-2yr 20% new
Of 238 current holders: 158 (66%) 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 — 18% AUM from top-100

18% from top-100 AUM funds
17 of 238 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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: DGS

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

Market Analysis: DGS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DGS

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

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 8 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
3.7
/ 10
conviction
Hedge Fund Positioning: DGS
2026 Q1 Stats Unlock in 21 days 238 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 238 220 8.18%
13F Shares 17M 17M -1.49%
Total Value $966M $982M -1.62%
New Positions 32 18 +14
Increased Positions 87 79 +8
Closed Positions 14 19 -5
Reduced Positions 68 74 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DGS

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

238 + investors

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

Top 25 institutional holders of DGS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonebridge Wealth Management, LLC 6.75% 117,185 $7.0M
2 BLUELINE ADVISORS LLC 5.49% 117,890 $7.1M
3 O'Connor Financial Group LLC 2.98% 121,255 $7.3M
4 Leibman Financial Services, Inc. 2.98% 67,567 $4.1M
5 Neumann Capital Management, LLC 2.79% 157,417 $9.5M
6 Midway Capital Research & Management 2.52% 44,414 $2.7M
7 Unison Advisors LLC 2.03% 445,149 $26.8M
8 Shore Point Advisors, LLC 1.95% 104,164 $4.9M
9 Econ Financial Services Corp 1.87% 66,956 $4.0M
10 rebel Financial LLC 1.75% 67,228 $4.0M
11 BKM Wealth Management, LLC 1.74% 79,171 $4.8M
12 Marathon Strategic Advisors, LLC 1.49% 34,494 $2.1M
13 FFG RETIREMENT ADVISORS LLC 1.24% 35,474 $2.1M
14 Baker Ellis Asset Management LLC 1.17% 164,465 $9.9M
15 Sound Stewardship, LLC 0.96% 34,689 $2.1M
16 Discipline Wealth Solutions, LLC 0.77% 122,314 $7.4M
17 FAMILY WEALTH PARTNERS, LLC 0.70% 34,128 $2.1M
18 Ocean Park Asset Management, LLC 0.70% 34,128 $2.1M
19 Great Point Wealth Advisors, LLC 0.50% 44,985 $2.7M
20 SHRIER WEALTH MANAGEMENT, LLC 0.45% 20,522 $1.2M
21 Alpha Omega Wealth Management LLC 0.42% 42,990 $2.6M
22 United Advisor Group, LLC 0.40% 54,193 $3.3M
23 BIP Wealth, LLC 0.38% 154,391 $9.3M
24 Occidental Asset Management, LLC 0.33% 46,337 $2.8M
25 Farmers & Merchants Trust Co of Chambersburg PA 0.29% 18,107 $1K
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 (DGS)

What does the Smart Money Trend signal show for DGS?

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

Slight buying edge — 59% buying: Last quarter: 119 funds bought or added vs 82 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 DGS holders?

Smaller funds dominant — 18% AUM from top-100: 17 of 238 holders rank in the top 100 by AUM, but together hold only 18% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DGS?

64% of holders stayed for 2+ years: 153 out of 238 hedge funds have held DGS 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.