Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DIM)

48 + Investors. Track Smart Money conviction in DIM. 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
→ 0
Streak
1Q —
Buyers last Q
61%

Smart Money Signals — DIM

Based on 48 hedge funds · latest filing: 2026 Q2 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
48 hedge funds hold DIM 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 — +7% more funds vs a year ago

fund count last 6Q
+3 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

27 buying17 selling
Last quarter: 27 funds were net buyers (6 opened a brand new position + 21 added to an existing one). Only 17 were sellers (11 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~6 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 6 → 6 → 6. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

62% conviction (2yr+) 17% medium 21% new
30 out of 48 hedge funds have held DIM 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 — ~6 new funds/quarter

9 → 7 → 6 → 6 → 6 new funds/Q
New funds entering each quarter: 7 → 6 → 6 → 6. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 25% newcomers

65% veterans 10% 1-2yr 25% new
Entry-cohort mix of 48 holders: 31 (65%) are 2+ year veterans, 5 entered 1–2 years ago, and 12 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 28% AUM from major funds

28% from top-100 AUM funds
12 of 48 holders rank in the top 100 by AUM, accounting for 28% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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.

Institutional Sentiment Summary — DIM

In 2026 Q2, 27 hedge funds were net buyers of DIM (6 opened a new position, 21 added to an existing one), while 17 reduced or exited (11 trimmed, 6 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. 28% of total institutional value in DIM is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 48.

Hedge Fund Ownership: DIM

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

Market Analysis: DIM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DIM

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: DIM
48 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 48 48 -
13F Shares 501K 530K -5.46%
Total Value $39M $38M 3.09%
New Positions 6 6 -
Increased Positions 21 17 +4
Closed Positions 6 5 +1
Reduced Positions 11 15 -4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DIM

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Institutional Holders (2026 Q2)

48 + investors

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

QUARTER:
Top 25 DIM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Elm3 Financial Group, LLC 0.20% 3,343 $285K
2 Smith, Moore & CO. 0.17% 31,594 $2.7M
3 Mesirow Financial Investment Management, Inc. 0.14% 107,957 $9.2M
4 TopTier Wealth Management, LLC 0.13% 2,506 $214K
5 Wealthcare Capital Partners, LLC 0.10% 2,760 $235K
6 GHP Investment Advisors, Inc. 0.10% 30,975 $2.6M
7 Cahill Financial Advisors Inc 0.04% 4,626 $394K
8 Cascade Financial Partners, LLC 0.03% 3,650 $311K
9 Geneos Wealth Management Inc. 0.02% 13,211 $1.1M
10 Sanctuary Advisors, LLC 0.01% 23,751 $2.0M
11 SOA Wealth Advisors, LLC. 0.01% 606 $52K
12 Washington Trust Advisors, Inc. 0.01% 1,312 $112K
13 Farther Finance Advisors, LLC 0.01% 11,102 $946K
14 Asset Dedication, LLC 0.01% 1,210 $103K
15 Signature Estate & Investment Advisors LLC 0.01% 3,975 $339K
16 Sigma Planning Corp 0.01% 2,799 $239K
17 Destination Wealth Management 0.01% 2,756 $235K
18 Hilton Head Capital Partners, LLC 0.00% 101 $9K
19 Apollon Wealth Management, LLC 0.00% 3,424 $292K
20 Rockefeller Capital Management L.P. 0.00% 22,039 $1.9M
21 Institute for Wealth Management, LLC. 0.00% 354 $30K
22 Capital Investment Advisory Services, LLC 0.00% 500 $43K
23 IFP Advisors, Inc 0.00% 1,137 $97K
24 Cetera Investment Advisers 0.00% 15,329 $1.3M
25 Founders Financial Alliance, LLC 0.00% 85 $7K
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 (DIM)

What does the Smart Money Trend signal show for DIM?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for DIM?

More buyers than sellers — 61% buying: Last quarter: 27 funds were net buyers (6 opened a brand new position + 21 added to an existing one). Only 17 were sellers (11 trimmed + 6 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DIM holders?

Strong quality — 28% AUM from major funds: 12 of 48 holders rank in the top 100 by AUM, accounting for 28% 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 DIM?

62% of holders stayed for 2+ years: 30 out of 48 hedge funds have held DIM 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.

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