Wisdomtree Tr (DHS): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Wisdomtree Tr (DHS) following the 2026 Q1 hedge fund 13F filings?

As of today, DHS has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), DHS gained +2.3% vs +13.9% 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.

Wisdomtree Tr (DHS)

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

Smart Money Signals — DHS

Based on 247 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added DHS 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

247 hedge funds hold DHS 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 — +13% more funds vs a year ago

fund count last 6Q

+28 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 57% buying

107 buying82 selling

Last quarter: 107 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 (+12 vs last Q)

new funds entering per quarter

Funds opening a new DHS position: 25 → 20 → 19 → 31. 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+) ■ 25% medium ■ 17% new

142 out of 247 hedge funds have held DHS 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.

💰

Price up while funds trimmed (+10% value, -6% shares)

Value

+10%

-6%

Last quarter: total value of institutional DHS holdings rose +10% even though funds reduced share count by 6%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.

📈

Growing discovery — still being found

24 → 25 → 20 → 19 → 31 new funds/Q

New funds entering each quarter: 25 → 20 → 19 → 31. A growing number of institutions are discovering DHS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 16% 1-2yr ■ 24% new

Of 247 current holders: 147 (60%) 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 — 36% AUM from major funds

36% from top-100 AUM funds

17 of 247 holders rank in the top 100 by AUM, accounting for 36% 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	244	229	6.55%
13F Shares	7M	7M	-6.5%
Total Value	$726M	$660M	9.97%
New Positions	30	19	+11
Increased Positions	76	73	+3
Closed Positions	15	17	-2
Reduced Positions	69	68	+1
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

244

229

6.55%

13F Shares

-6.5%

Total Value

$726M

$660M

9.97%

New Positions

+11

Increased Positions

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

244 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DHS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Value Investment Professionals, LLC	15.12%	266,622	$13.4M
2	Stonebridge Wealth Management, LLC	8.95%	85,517	$9.3M
3	Mb, Levis & Associates, LLC	7.21%	158,245	$17.3M
4	Win Advisors, Inc	3.80%	75,972	$8.3M
5	Catalyst Investment Management LLC	3.22%	26,242	$2.9M
6	Ffg Retirement Advisors LLC	2.82%	44,329	$4.8M
7	1 North Wealth Services LLC	2.48%	62,781	$6.9M
8	Linscomb Wealth, Inc.	1.45%	297,802	$32.5M
9	Virtus Family Office LLC	1.42%	15,264	$1.7M
10	Precedent Wealth Partners, LLC	1.20%	54,777	$6.0M
11	Invenio Wealth Partners LLC	1.13%	25,953	$2.8M
12	Hershey Financial Advisers, LLC	0.96%	10,197	$1.1M
13	Barnes Wealth Management Group, Inc	0.87%	15,655	$1.7M
14	Dickmeyer Boyce Financial Management, Inc.	0.81%	12,673	$1.4M
15	Axis Wealth Partners, LLC	0.74%	13,368	$1.4M
16	Melone Private Wealth, LLC	0.48%	10,765	$1.2M
17	Evanson Asset Management, LLC	0.45%	76,466	$8.4M
18	JT Stratford LLC	0.44%	31,929	$3.5M
19	Oxinas Partners, LLC	0.40%	8,040	$878K
20	Cherry Tree Wealth Management, LLC	0.38%	16,504	$1.8M
21	Wealthspire Retirement, LLC	0.38%	57,235	$6.3M
22	ShoreHaven Wealth Partners, LLC	0.31%	7,938	$867K
23	Evolution Wealth Management INC.	0.31%	3,835	$419K
24	Lvm Capital Management Ltd/Mi	0.30%	29,072	$3.2M
25	ArchPoint Investors	0.27%	10,400	$1.1M

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 (DHS)

What does the Smart Money Trend signal show for DHS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DHS 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 DHS?

Slight buying edge — 57% buying: Last quarter: 107 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 DHS holders?

Strong quality — 36% AUM from major funds: 17 of 247 holders rank in the top 100 by AUM, accounting for 36% 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 DHS?

57% of holders stayed for 2+ years: 142 out of 247 hedge funds have held DHS 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 (DHS) following the 2026 Q1 hedge fund 13F filings?

As of today, DHS has moved +1.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +0.9%. Since the quarter end (March 31, 2026), DHS has gained +2.3% vs +13.9% 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.

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Wisdomtree Tr (DHS)

Smart Money Signals — DHS

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

Slight buying edge — 57% buying

More new buyers each quarter (+12 vs last Q)

57% of holders stayed for 2+ years

Price up while funds trimmed (+10% value, -6% shares)

Growing discovery — still being found

Deep conviction — 60% of holders stayed 2+ years

Strong quality — 36% AUM from major funds

Institutional Sentiment Summary — DHS

Hedge Fund Ownership: DHS

Market Analysis: DHS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DHS

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

Hedge Fund Positioning: DHS

Statistics: DHS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Wisdomtree Tr (DHS)

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