Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DLN)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
10Q ▲
Buyers last Q
54%

Smart Money Signals — DLN

Based on 464 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added DLN 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
464 hedge funds hold DLN 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 — +14% more funds vs a year ago

fund count last 6Q
+56 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

195 buying169 selling
Last quarter: 195 funds bought or added vs 169 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.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 40 → 33 → 52 → 45. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
286 out of 464 hedge funds have held DLN 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

39 → 40 → 33 → 52 → 45 new funds/Q
New funds entering each quarter: 40 → 33 → 52 → 45. A growing number of institutions are discovering DLN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 14% 1-2yr ■ 23% new
Of 464 current holders: 293 (63%) 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 — 46% AUM from top-100 funds

46% from top-100 AUM funds
27 of 464 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in DLN. 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 — DLN

In 2026 Q1, 195 hedge funds were net buyers of DLN (45 opened a new position, 150 added to an existing one), while 169 reduced or exited (135 trimmed, 34 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 10 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in DLN is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 464.

Hedge Fund Ownership: DLN

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

Market Analysis: DLN

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DLN

-- --

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

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

Signal Freshness measures how much DLN has moved relative to its sector benchmark (SPY) since the 2026 Q1 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 March 31, 2026 · 79d ago
DLN
+7.5%
SPY
+13.9%

DLN outperformed SPY by -6.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
DLN
+1.6%
SPY
+0.2%

Since the filing became public, DLN outperformed SPY by +1.4% .

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.

21 top-rated funds 10 high-conviction
Consensus
5.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DLN
458 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 458 453 1.1%
13F Shares 42M 42M -0.5%
Total Value $3.66B $4.03B -9.07%
New Positions 43 52 -9
Increased Positions 150 155 -5
Closed Positions 38 27 +11
Reduced Positions 132 114 +18
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DLN

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

458 + investors

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

QUARTER:
Top 25 DLN holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fox Financial, Inc 22.85% 313,429 $28.0M
2 Lee-Kelleher Wealth Management 20.42% 384,193 $34.3M
3 truNorth Financial Services, Inc. 13.34% 144,372 $12.9M
4 Waterway Wealth Management, LLC 11.70% 675,342 $52.9M
5 Clg LLC 9.56% 430,968 $38.5M
6 NerdWallet Wealth Partners, LLC 9.16% 235,046 $21.0M
7 FIDELIS iM, LLC 8.99% 265,790 $23.7M
8 Fairway Wealth LLC 6.20% 262,860 $23.5M
9 TopTier Wealth Management, LLC 5.81% 105,737 $9.4M
10 Trilogy Capital Inc. 4.59% 1,165,060 $104.1M
11 IAG Wealth Partners, LLC 3.98% 399,184 $35.7M
12 One Wealth Map LLC 3.27% 73,930 $7.0M
13 Imprint Wealth LLC 3.20% 7,833 $700K
14 MidAtlantic Capital Management, Inc. 2.87% 46,626 $4.2M
15 Strategic Family Wealth Counselors, L.L.C. 2.81% 119,735 $10.7M
16 LRI Investments, LLC 2.63% 332,836 $29.7M
17 Avant Capital LLC 2.37% 37,766 $3.4M
18 Revolve Wealth Partners, LLC 2.29% 197,288 $17.6M
19 Great Valley Advisor Group, INC. 2.19% 1,346,277 $120.3M
20 Moller Wealth Partners 1.62% 92,054 $8.2M
21 Advisors Preferred, LLC 1.61% 122,349 $10.9M
22 Etesian Wealth Advisors, Inc. 1.61% 56,416 $5.0M
23 Dickmeyer Boyce Financial Management, Inc. 1.59% 30,328 $2.7M
24 Key FInancial Inc 1.52% 95,537 $8.5M
25 Evercore Wealth Management, LLC 1.47% 1,046,430 $93.5M
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 (DLN)

What does the Smart Money Trend signal show for DLN?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added DLN 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 DLN?

Slight buying edge — 54% buying: Last quarter: 195 funds bought or added vs 169 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 DLN holders?

Elite ownership — 46% AUM from top-100 funds: 27 of 464 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in DLN. 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 DLN?

62% of holders stayed for 2+ years: 286 out of 464 hedge funds have held DLN 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 (DLN) following the 2026 Q1 hedge fund 13F filings?

As of today, DLN has moved +1.6% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.4%. Since the quarter end (March 31, 2026), DLN has gained +7.5% 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.

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.

Full history →