Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DLS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +11
Streak
1Q ▲
Buyers last Q
45%

Smart Money Signals — DLS

Based on 204 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DLS 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
204 hedge funds hold DLS 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 — +10% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

73 buying91 selling
Last quarter: 91 funds reduced or exited vs 73 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new DLS position: 22 → 17 → 16 → 24. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new
141 out of 204 hedge funds have held DLS 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 — ~24 new funds/quarter

17 → 22 → 17 → 16 → 24 new funds/Q
New funds entering each quarter: 22 → 17 → 16 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 70% of holders stayed 2+ years

■ 70% veterans ■ 13% 1-2yr ■ 17% new
Of 204 current holders: 143 (70%) 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 — 20% AUM from major funds

20% from top-100 AUM funds
21 of 204 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — DLS

In 2026 Q1, 73 hedge funds were net buyers of DLS (24 opened a new position, 49 added to an existing one), while 91 reduced or exited (78 trimmed, 13 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. 20% of total institutional value in DLS is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +11 funds (more new holders than closures). Total institutional holders: 204.

Hedge Fund Ownership: DLS

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

Market Analysis: DLS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DLS

-- --

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

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

Signal Freshness measures how much DLS 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 · 77d ago
DLS
+7.2%
SPY
+15.9%

DLS outperformed SPY by -8.7% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 32d ago
DLS
+1.0%
SPY
+2.0%

Since the filing became public, DLS outperformed SPY by -1.0% .

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.

10 top-rated funds 0 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: DLS
202 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 202 193 4.66%
13F Shares 4M 4M 2.93%
Total Value $353M $353M 0.19%
New Positions 23 16 +7
Increased Positions 49 54 -5
Closed Positions 14 16 -2
Reduced Positions 78 74 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DLS

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

202 + investors

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

QUARTER:
Top 25 DLS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Neumann Capital Management, LLC 1.59% 66,219 $5.4M
2 Grove Street Fiduciary, LLC 1.55% 43,268 $3.5M
3 Marathon Strategic Advisors, LLC 1.48% 25,215 $2.1M
4 LRI Investments, LLC 1.40% 193,374 $15.8M
5 Wealth Care LLC 1.24% 17,139 $1.4M
6 Robinswood Financial LLC 1.05% 10,215 $833K
7 Great Point Wealth Advisors, LLC 1.05% 69,693 $5.7M
8 Family Wealth Partners, LLC 0.99% 35,591 $2.9M
9 Ocean Park Asset Management, LLC 0.99% 35,591 $2.9M
10 WESCAP Management Group, Inc. 0.97% 60,393 $4.9M
11 BIP Wealth, LLC 0.86% 259,514 $21.2M
12 Stonebridge Wealth Management, LLC 0.83% 10,641 $867K
13 Elwood & Goetz Wealth Advisory Group, LLC 0.78% 56,513 $4.6M
14 Waterfront Wealth Inc. 0.70% 47,052 $3.8M
15 Bruce G. Allen Investments, LLC 0.68% 12,742 $1.0M
16 Impact Capital Partners LLC 0.59% 24,077 $2.0M
17 Towle & Co 0.55% 17,456 $1.4M
18 Tandem Investment Partners LLC 0.53% 7,670 $625K
19 Sharper & Granite LLC 0.44% 15,840 $1.3M
20 Longview Financial Advisors LLC 0.39% 8,774 $715K
21 Evanson Asset Management, LLC 0.36% 81,887 $6.7M
22 Envision Financial LLC 0.33% 7,598 $619K
23 Williams & Novak, LLC 0.33% 5,353 $444K
24 Addison Advisors LLC 0.30% 16,800 $1.4M
25 Savant Capital, LLC 0.30% 751,429 $61.2M
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 (DLS)

What does the Smart Money Trend signal show for DLS?

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

More sellers than buyers — 45% buying: Last quarter: 91 funds reduced or exited vs 73 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DLS holders?

Strong quality — 20% AUM from major funds: 21 of 204 holders rank in the top 100 by AUM, accounting for 20% 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 DLS?

69% of holders stayed for 2+ years: 141 out of 204 hedge funds have held DLS 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 (DLS) following the 2026 Q1 hedge fund 13F filings?

As of today, DLS has moved +1.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.0% for the SPY sector ETF — an outperformance of -1.0%. Since the quarter end (March 31, 2026), DLS has gained +7.2% vs +15.9% 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.

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