Wisdomtree Tr (DOL) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Wisdomtree Tr (DOL) following the 2026 Q2 hedge fund 13F filings?

As of today, DOL has moved -0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), DOL gained +3.3% vs +3.3% 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.

Wisdomtree Tr (DOL)

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

Smart Money Signals — DOL

Based on 110 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q

For 5 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

110 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 — +13% more funds vs a year ago

fund count last 6Q

+13 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 47% buying

46 buying51 selling

Last quarter: 51 funds reduced or exited vs 46 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 — ~14 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 13 → 14 → 12 → 14. 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+) ■ 14% medium ■ 20% new

73 out of 110 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.

➡️

Steady discovery — ~14 new funds/quarter

8 → 13 → 14 → 12 → 14 new funds/Q

New funds entering each quarter: 13 → 14 → 12 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 65% veterans vs 24% newcomers

■ 65% veterans ■ 11% 1-2yr ■ 24% new

Entry-cohort mix of 110 holders: 72 (65%) are 2+ year veterans, 12 entered 1–2 years ago, and 26 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 62% AUM from top-100 funds

62% from top-100 AUM funds

16 of 110 holders are among the 100 largest funds by AUM, controlling 62% 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.

3.8

out of 10

Low Exit Risk

Exit risk score 3.8/10 — 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 (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	109	108	0.93%
13F Shares	9M	8M	4.23%
Total Value	$633M	$556M	14.0%
New Positions	14	12	+2
Increased Positions	32	39	-7
Closed Positions	13	8	+5
Reduced Positions	38	29	+9
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

109

108

0.93%

13F Shares

4.23%

Total Value

$633M

$556M

14.0%

New Positions

Increased Positions

-7

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

109 + 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:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DOL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Key FInancial Inc	3.73%	306,315	$22.8M
2	Cascade Financial Partners, LLC	1.99%	307,535	$22.9M
3	Powers Advisory Group, LLC	1.90%	81,325	$6.0M
4	Evernest Financial Advisors, LLC	1.42%	91,533	$6.8M
5	BIP Wealth, LLC	0.64%	301,931	$22.5M
6	Palatine Hill Wealth Management, LLC	0.48%	8,001	$595K
7	TopTier Wealth Management, LLC	0.35%	7,729	$575K
8	Huntington National Bank	0.31%	852,792	$63.4M
9	Avidian Wealth Enterprises, LLC	0.23%	112,544	$8.4M
10	Meridian Financial Partners LLC	0.18%	7,145	$531K
11	Frazier Financial Advisors, LLC	0.16%	4,230	$315K
12	Herold Advisors, Inc.	0.16%	10,572	$786K
13	First Heartland Consultants, Inc.	0.14%	28,917	$2.2M
14	Creative Planning	0.12%	2,688,178	$199.9M
15	Hubbell Strickland Wealth Management, LLC	0.11%	4,108	$306K
16	Vance Wealth, LLC	0.10%	6,150	$457K
17	Jfs Wealth Advisors, LLC	0.10%	27,160	$2.0M
18	Gladstone Institutional Advisory LLC	0.10%	42,664	$3.2M
19	Sound Stewardship, LLC	0.08%	2,753	$205K
20	Howe & Rusling Inc	0.08%	19,105	$1.4M
21	Western Wealth Management, LLC	0.08%	31,348	$2.3M
22	Altrius Capital Management Inc	0.07%	5,289	$393K
23	Institute for Wealth Management, LLC.	0.07%	10,980	$817K
24	Stonebridge Financial Group, LLC	0.05%	9,325	$693K
25	Evanson Financial, LLC	0.04%	11,679	$869K

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 — 5 quarters in a row: For 5 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?

More sellers than buyers — 47% buying: Last quarter: 51 funds reduced or exited vs 46 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 DOL holders?

Elite ownership — 62% AUM from top-100 funds: 16 of 110 holders are among the 100 largest funds by AUM, controlling 62% 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: 73 out of 110 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 Q2 hedge fund 13F filings?

As of today, DOL has moved -0.3% since the 2026 Q2 13F filing date (August 14, 2026), compared to -0.7% for the SPY sector ETF — an outperformance of +0.4%. Since the quarter end (June 30, 2026), DOL has gained +3.3% vs +3.3% 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.

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Wisdomtree Tr (DOL)

Smart Money Signals — DOL

Buying streak — 5 quarters in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

More sellers than buyers — 47% buying

Steady new buyers — ~14 new funds per quarter

66% of holders stayed for 2+ years

Steady discovery — ~14 new funds/quarter

Veteran-anchored — 65% veterans vs 24% newcomers

Elite ownership — 62% AUM from top-100 funds

Institutional Sentiment Summary — DOL

Hedge Fund Ownership: DOL

Market Analysis: DOL

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DOL

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

Hedge Fund Positioning: DOL

Statistics: DOL

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Wisdomtree Tr (DOL)

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