Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DNL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
48%

Smart Money Signals — DNL

Based on 100 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DNL 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.
📊

High ownership — 94% of 3.0Y peak

94% of all-time peak
100 funds currently hold this stock — 94% of the 3.0-year high of 106 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding DNL is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 48% buying

40 buying43 selling
Last quarter: 43 funds reduced or exited vs 40 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 — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 10 → 11 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

68% of holders stayed for 2+ years

■ 68% conviction (2yr+) ■ 17% medium ■ 15% new
68 out of 100 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.
💰

Value +16% but shares only +1% — price-driven

Value
+16%
Shares
+1%
Last quarter: the total dollar value of institutional holdings rose +16%, but actual share count only changed +1%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📈

Growing discovery — still being found

10 → 7 → 10 → 11 → 12 new funds/Q
New funds entering each quarter: 7 → 10 → 11 → 12. A growing number of institutions are discovering DNL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 71% veterans vs 22% newcomers

■ 71% veterans ■ 7% 1-2yr ■ 22% new
Entry-cohort mix of 100 holders: 71 (71%) are 2+ year veterans, 7 entered 1–2 years ago, and 22 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 60% AUM from top-100 funds

60% from top-100 AUM funds
18 of 100 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.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 — DNL

In 2026 Q2, 40 hedge funds were net buyers of DNL (12 opened a new position, 28 added to an existing one), while 43 reduced or exited (37 trimmed, 6 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. 60% of total institutional value in DNL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 100.

Hedge Fund Ownership: DNL

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

Market Analysis: DNL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DNL

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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.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: DNL
100 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 100 94 6.38%
13F Shares 8M 7M 1.24%
Total Value $344M $296M 16.36%
New Positions 12 11 +1
Increased Positions 28 31 -3
Closed Positions 6 12 -6
Reduced Positions 37 29 +8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DNL

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Institutional Holders (2026 Q2)

100 + investors

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

QUARTER:
Top 25 DNL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Key FInancial Inc 3.42% 452,268 $20.9M
2 ShoreHaven Wealth Partners, LLC 2.56% 176,021 $8.1M
3 Michels Family Financial, LLC 1.37% 46,264 $2.1M
4 Collaborative Wealth Managment Inc. 0.95% 49,192 $2.3M
5 Wealth Watch Advisors, INC 0.78% 51,756 $2.4M
6 Element Wealth, LLC 0.47% 27,467 $1.3M
7 5T Wealth, LLC 0.41% 24,083 $1.1M
8 Sowa Financial Group, Inc. 0.38% 17,617 $814K
9 BIP Wealth, LLC 0.34% 258,717 $11.9M
10 Well Done, LLC 0.30% 47,681 $2.2M
11 Boyer Financial Services, Inc. 0.29% 7,600 $347K
12 Pension & Wealth Management Advisors, INC. 0.26% 9,376 $302K
13 Breakwater Capital Group 0.26% 46,237 $2.1M
14 Howard Wealth Management, LLC 0.24% 13,874 $641K
15 Integrity Financial Corp /WA 0.23% 10,441 $482K
16 Sentinel Pension Advisors, LLC 0.17% 29,356 $1.3M
17 Manske Wealth Management 0.17% 14,662 $677K
18 Drive Wealth Management, LLC 0.16% 19,520 $901K
19 Cherrydale Wealth Management, LLC 0.13% 10,420 $481K
20 Private Advisor Group, LLC 0.11% 541,897 $25.0M
21 Raab & Moskowitz Asset Management LLC 0.10% 10,550 $487K
22 United Advisor Group, LLC 0.06% 11,478 $530K
23 Summit Investment Advisory Services, LLC 0.05% 4,731 $218K
24 Onyx Bridge Wealth Group LLC 0.05% 12,152 $561K
25 TD Capital Management LLC 0.04% 9,999 $462K
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?

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

More sellers than buyers — 48% buying: Last quarter: 43 funds reduced or exited vs 40 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: 18 of 100 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?

68% of holders stayed for 2+ years: 68 out of 100 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.

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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