Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DOL)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
4Q ▲
Buyers last Q
58%

Smart Money Signals — DOL

Based on 107 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added DOL 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
107 hedge funds hold DOL 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 — +16% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+16% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 58% buying

51 buying37 selling
Last quarter: 51 funds bought or added vs 37 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.
➡️

Steady new buyers — ~12 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 13 → 14 → 12. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 15% medium ■ 19% new
71 out of 107 hedge funds have held DOL 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

7 → 7 → 13 → 14 → 12 new funds/Q
New funds entering each quarter: 7 → 13 → 14 → 12. A growing number of institutions are discovering DOL each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 16% 1-2yr ■ 21% new
Of 107 current holders: 68 (64%) 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
17 of 107 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in DOL. 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 — DOL

In 2026 Q1, 51 hedge funds were net buyers of DOL (12 opened a new position, 39 added to an existing one), while 37 reduced or exited (29 trimmed, 8 sold completely) — a 58% buyer ratio, indicating a slight buying edge. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 60% of total institutional value in DOL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 107.

Hedge Fund Ownership: DOL

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

Market Analysis: DOL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DOL

-- --

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

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

Signal Freshness measures how much DOL 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 · 82d ago
DOL
nan%
SPY
+15.1%

DOL outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
DOL
nan%
SPY
+1.3%

Since the filing became public, DOL outperformed SPY by nan% .

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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: DOL
107 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 107 103 3.88%
13F Shares 8M 8M -2.42%
Total Value $555M $553M 0.44%
New Positions 12 14 -2
Increased Positions 39 42 -3
Closed Positions 8 13 -5
Reduced Positions 29 24 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DOL

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Institutional Holders (2026 Q1)

107 + investors

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

QUARTER:
Top 25 DOL holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Key FInancial Inc 3.89% 321,335 $21.8M
2 Powers Advisory Group, LLC 2.01% 83,638 $5.7M
3 Cascade Financial Partners, LLC 1.89% 269,551 $18.3M
4 Evernest Financial Advisors, LLC 1.38% 92,400 $6.6M
5 BIP Wealth, LLC 0.81% 292,888 $19.9M
6 Palatine Hill Wealth Management, LLC 0.47% 8,001 $544K
7 Huntington National Bank 0.32% 858,025 $58.3M
8 TopTier Wealth Management, LLC 0.32% 7,695 $523K
9 Avidian Wealth Enterprises, LLC 0.24% 110,925 $7.5M
10 First Heartland Consultants, Inc. 0.24% 45,544 $3.1M
11 Strategic Financial Concepts, LLC 0.20% 12,203 $830K
12 Meridian Financial Partners LLC 0.20% 7,745 $536K
13 Frazier Financial Advisors, LLC 0.16% 4,230 $288K
14 Herold Advisors, Inc. 0.13% 9,016 $613K
15 Creative Planning 0.12% 2,696,930 $183.4M
16 Vance Wealth, LLC 0.12% 6,150 $418K
17 Hubbell Strickland Wealth Management, LLC 0.11% 4,053 $276K
18 Gladstone Institutional Advisory LLC 0.11% 42,972 $2.9M
19 Jfs Wealth Advisors, LLC 0.10% 25,621 $1.7M
20 Howe & Rusling Inc 0.08% 18,275 $1.2M
21 Institute for Wealth Management, LLC. 0.08% 11,004 $748K
22 Altrius Capital Management Inc 0.07% 5,374 $365K
23 Western Wealth Management, LLC 0.07% 29,089 $2.0M
24 Stonebridge Financial Group, LLC 0.05% 9,325 $634K
25 Evanson Asset Management, LLC 0.04% 11,637 $791K
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 (DOL)

What does the Smart Money Trend signal show for DOL?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added DOL 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 DOL?

Slight buying edge — 58% buying: Last quarter: 51 funds bought or added vs 37 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 DOL holders?

Elite ownership — 60% AUM from top-100 funds: 17 of 107 holders are among the 100 largest funds by AUM, controlling 60% of total institutional value in DOL. 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 DOL?

66% of holders stayed for 2+ years: 71 out of 107 hedge funds have held DOL 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 (DOL) following the 2026 Q1 hedge fund 13F filings?

As of today, DOL has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), DOL has gained nan% vs +15.1% 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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