Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (DLN)

430 + 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
↑ +22
Streak
9Q ▲
Buyers last Q
59%

Smart Money Signals — DLN

Based on 430 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 9 quarters in a row

last 6Q
For 9 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
430 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 — +15% more funds vs a year ago

fund count last 6Q
+55 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

197 buying135 selling
Last quarter: 197 funds bought or added vs 135 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 (+18 vs last Q)

new funds entering per quarter
Funds opening a new DLN position: 35 → 34 → 30 → 48. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 21% medium ■ 16% new
271 out of 430 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 → 35 → 34 → 30 → 48 new funds/Q
New funds entering each quarter: 35 → 34 → 30 → 48. A growing number of institutions are discovering DLN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 61% of holders stayed 2+ years

■ 61% veterans ■ 16% 1-2yr ■ 23% new
Of 430 current holders: 264 (61%) 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 — 39% AUM from major funds

39% from top-100 AUM funds
21 of 430 holders rank in the top 100 by AUM, accounting for 39% 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.

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

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

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 10 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DLN
2026 Q1 Stats Unlock in 22 days 430 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 430 408 5.39%
13F Shares 41M 40M 3.13%
Total Value $3.93B $3.49B 12.64%
New Positions 48 30 +18
Increased Positions 149 142 +7
Closed Positions 26 22 +4
Reduced Positions 109 120 -11
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DLN

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

430 + investors

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

Top 25 institutional holders of DLN — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Lee-Kelleher Wealth Management 20.42% 384,193 $34.3M
2 Waterway Wealth Management, LLC 11.70% 675,342 $52.9M
3 Fairway Wealth LLC 6.20% 262,860 $23.5M
4 Trilogy Capital Inc. 4.59% 1,165,060 $104.1M
5 Revolve Wealth Partners, LLC 2.29% 197,288 $17.6M
6 MOLLER WEALTH PARTNERS 1.62% 92,054 $8.2M
7 Etesian Wealth Advisors, Inc. 1.61% 56,416 $5.0M
8 Key FInancial Inc 1.52% 95,537 $8.5M
9 Centennial Wealth Advisory LLC 1.35% 62,274 $5.6M
10 United Advisor Group, LLC 1.34% 122,029 $10.9M
11 Meridian Financial Partners LLC 1.27% 37,213 $3.3M
12 Harpswell Capital Advisors, LLC 0.67% 10,000 $893K
13 Graves Light Lenhart Wealth, Inc. 0.57% 61,513 $5.5M
14 Tranquility Partners, LLC 0.54% 16,034 $1.4M
15 Post Resch Tallon Group Inc. 0.53% 7,265 $651K
16 Independent Wealth Network Inc. 0.47% 17,873 $1.6M
17 WealthCare Investment Partners, LLC 0.42% 16,844 $1.5M
18 TigerOak Management, L.L.C. 0.37% 13,325 $1.2M
19 WealthBridge Capital Management, LLC 0.37% 18,187 $1.6M
20 St. Clair Advisors, LLC 0.37% 15,664 $1.4M
21 CRA Financial Services, LLC 0.36% 31,134 $2.8M
22 1900 WEALTH MANAGEMENT LLC 0.36% 62,528 $5.6M
23 626 Financial, LLC 0.36% 8,982 $802K
24 Koshinski Asset Management, Inc. 0.33% 59,786 $5.3M
25 MLP3, LLC 0.30% 3,023 $270K
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 — 9 quarters in a row: For 9 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 — 59% buying: Last quarter: 197 funds bought or added vs 135 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?

Strong quality — 39% AUM from major funds: 21 of 430 holders rank in the top 100 by AUM, accounting for 39% 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 DLN?

63% of holders stayed for 2+ years: 271 out of 430 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.

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.