WISDOMTREE TR (DNL): Hedge Fund Ownership & Smart Money Signals (Q4 2025)

WISDOMTREE TR (DNL)

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

Smart Money Signals — DNL

Based on 90 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds reduced or closed their DNL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

📊

High ownership — 87% of 3.0Y peak

87% of all-time peak

90 funds currently hold this stock — 87% of the 3.0-year high of 104 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.

📉

Outflows — 12% fewer funds vs a year ago

fund count last 6Q

12 fewer hedge funds hold DNL compared to a year ago (-12% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 48% buying

38 buying42 selling

Last quarter: 42 funds reduced or exited vs 38 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.

➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 6 → 9 → 6 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 19% medium ■ 12% new

62 out of 90 hedge funds have held DNL 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 — ~8 new funds/quarter

11 → 6 → 9 → 6 → 8 new funds/Q

New funds entering each quarter: 6 → 9 → 6 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 16% 1-2yr ■ 16% new

Of 90 current holders: 62 (69%) 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 — 60% AUM from top-100 funds

60% from top-100 AUM funds

13 of 90 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in DNL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

2.8

out of 10

Low Exit Risk

Exit risk score 2.8/10 — 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 (2025 Q4)	Prior (2025 Q3)	Change
Funds Holding	90	92	-2.17%
13F Shares	9M	9M	-0.28%
Total Value	$397M	$361M	10.0%
New Positions	8	6	+2
Increased Positions	30	32	-2
Closed Positions	10	11	-1
Reduced Positions	32	32	-
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2025 Q4)

Prior (2025 Q3)

Change

Funds Holding

-2.17%

13F Shares

-0.28%

Total Value

$397M

$361M

10.0%

New Positions

Increased Positions

-2

Closed Positions

-1

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

90 + investors

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

FILTER:All New Added To Reduced No Change | Overweight >5% | SHOW: Active managers + show index funds

Top 25 institutional holders of DNL — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Key FInancial Inc	3.33%	462,832	$18.7M
2	Michels Family Financial, LLC	1.30%	44,656	$1.8M
3	BIP Wealth, LLC	0.40%	242,369	$9.8M
4	5T Wealth, LLC	0.39%	24,722	$998K
5	Sowa Financial Group, Inc.	0.35%	17,608	$711K
6	Well Done, LLC	0.27%	45,089	$1.8M
7	Breakwater Capital Group	0.25%	46,848	$1.9M
8	SENTINEL PENSION ADVISORS, LLC	0.18%	29,378	$1.2M
9	DRIVE WEALTH MANAGEMENT, LLC	0.17%	20,148	$813K
10	Manske Wealth Management	0.17%	14,761	$596K
11	CHERRYDALE WEALTH MANAGEMENT, LLC	0.13%	10,381	$419K
12	Private Advisor Group, LLC	0.10%	502,178	$20.3M
13	United Advisor Group, LLC	0.06%	11,432	$462K
14	Onyx Bridge Wealth Group LLC	0.06%	12,815	$517K
15	FIRST COMMUNITY TRUST NA	0.04%	1,500	$61K
16	WealthPlan Investment Management, LLC	0.03%	15,049	$608K
17	Medallion Wealth Advisors, LLC	0.03%	1,638	$59K
18	Kestra Advisory Services, LLC	0.02%	116,835	$4.7M
19	Stratos Wealth Partners, LTD.	0.01%	30,739	$1.2M
20	OneAscent Financial Services LLC	0.01%	5,790	$234K
21	COMMONWEALTH EQUITY SERVICES, LLC	0.01%	193,315	$7.8M
22	J.W. COLE ADVISORS, INC.	0.01%	5,288	$213K
23	Cambridge Investment Research Advisors, Inc.	0.01%	56,808	$2K
24	PRIVATE TRUST CO NA	0.00%	1,182	$48K
25	AdvisorNet Financial, Inc	0.00%	1,590	$64K

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 (DNL)

What does the Smart Money Trend signal show for DNL?

Selling streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds reduced or closed their DNL positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DNL?

More sellers than buyers — 48% buying: Last quarter: 42 funds reduced or exited vs 38 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 DNL holders?

Elite ownership — 60% AUM from top-100 funds: 13 of 90 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in DNL. 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 DNL?

69% of holders stayed for 2+ years: 62 out of 90 hedge funds have held DNL 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.

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WISDOMTREE TR (DNL)

Smart Money Signals — DNL

Selling streak — 5 quarters in a row

High ownership — 87% of 3.0Y peak

Outflows — 12% fewer funds vs a year ago

More sellers than buyers — 48% buying

Steady new buyers — ~8 new funds per quarter

69% of holders stayed for 2+ years

Steady discovery — ~8 new funds/quarter

Deep conviction — 69% of holders stayed 2+ years

Elite ownership — 60% AUM from top-100 funds

Hedge Fund Ownership: DNL

Market Analysis: DNL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DNL

Hedge Fund Positioning: DNL

Statistics: DNL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — WISDOMTREE TR (DNL)

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