Wisdomtree Tr (DON): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Wisdomtree Tr (DON) following the 2026 Q1 hedge fund 13F filings?

As of today, DON has moved +3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.9%. Since the quarter end (March 31, 2026), DON gained +5.8% vs +13.9% 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.

Wisdomtree Tr (DON)

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

Smart Money Signals — DON

Based on 463 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added DON 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

463 hedge funds hold DON 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

+41 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 — 48% buying

186 buying204 selling

Last quarter: 204 funds reduced or exited vs 186 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.

⚠️

Fewer new buyers each quarter (-21 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 35 → 33 → 62 → 41. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 20% medium ■ 17% new

291 out of 463 hedge funds have held DON 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.

🚀

Acceleration phase — new buyers rushing in

36 → 35 → 33 → 62 → 41 new funds/Q

New funds entering each quarter: 35 → 33 → 62 → 41. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 15% 1-2yr ■ 21% new

Of 463 current holders: 298 (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 — 44% AUM from top-100 funds

44% from top-100 AUM funds

26 of 463 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in DON. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	455	448	1.56%
13F Shares	40M	41M	-1.01%
Total Value	$2.07B	$2.10B	-1.66%
New Positions	38	62	-24
Increased Positions	142	137	+5
Closed Positions	31	36	-5
Reduced Positions	177	170	+7
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

455

448

1.56%

13F Shares

40M

41M

-1.01%

Total Value

$2.07B

$2.10B

-1.66%

New Positions

-24

Increased Positions

142

137

Closed Positions

-5

Reduced Positions

177

170

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

455 + investors

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

QUARTER:

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

Top 25 DON holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Three Bearings Fiduciary Advisors, Inc.	14.16%	282,535	$15.1M
2	Lee-Kelleher Wealth Management	6.92%	221,346	$11.6M
3	Roan Capital Partners	4.75%	97,778	$5.1M
4	MJT & Associates Financial Advisory Group, Inc.	4.53%	117,327	$6.2M
5	Dickmeyer Boyce Financial Management, Inc.	3.82%	123,701	$6.5M
6	Linscomb Wealth, Inc.	3.69%	1,578,807	$83.0M
7	Marion Wealth Management	3.49%	299,971	$15.8M
8	Harbour Wealth Management Group, Inc.	3.28%	82,893	$4.4M
9	Melone Private Wealth, LLC	3.23%	150,438	$7.9M
10	IAG Wealth Partners, LLC	2.94%	500,699	$26.3M
11	Frazier Financial Advisors, LLC	2.67%	91,791	$4.8M
12	Precedent Wealth Partners, LLC	2.43%	231,191	$12.1M
13	Sage Capital Management, LLC	1.97%	79,639	$4.2M
14	Stonebridge Financial Group, LLC	1.68%	388,062	$20.4M
15	Ffg Retirement Advisors LLC	1.66%	54,339	$2.9M
16	Grey Ledge Advisors, LLC	1.63%	137,789	$7.2M
17	Concord Wealth Partners	1.62%	237,162	$12.5M
18	Concord Asset Management, LLC/VA	1.54%	172,926	$9.1M
19	TopTier Wealth Management, LLC	1.25%	38,828	$2.0M
20	Oxinas Partners, LLC	1.16%	48,112	$2.5M
21	JPL Wealth Management, LLC	1.08%	89,314	$4.7M
22	Nikulski Financial, Inc.	1.08%	83,173	$4.4M
23	Apeiron RIA LLC	1.08%	88,462	$4.6M
24	Capital Investment Counsel, LLC	1.05%	145,594	$7.6M
25	Goldstone Financial Group, LLC	0.92%	161,651	$8.5M

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 (DON)

What does the Smart Money Trend signal show for DON?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DON 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 DON?

More sellers than buyers — 48% buying: Last quarter: 204 funds reduced or exited vs 186 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 DON holders?

Elite ownership — 44% AUM from top-100 funds: 26 of 463 holders are among the 100 largest funds by AUM, controlling 44% of total institutional value in DON. 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 DON?

63% of holders stayed for 2+ years: 291 out of 463 hedge funds have held DON 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 (DON) following the 2026 Q1 hedge fund 13F filings?

As of today, DON has moved +3.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.9%. Since the quarter end (March 31, 2026), DON has gained +5.8% vs +13.9% 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.

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Wisdomtree Tr (DON)

Smart Money Signals — DON

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +10% more funds vs a year ago

More sellers than buyers — 48% buying

Fewer new buyers each quarter (-21 vs last Q)

63% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Deep conviction — 64% of holders stayed 2+ years

Elite ownership — 44% AUM from top-100 funds

Institutional Sentiment Summary — DON

Hedge Fund Ownership: DON

Market Analysis: DON

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DON

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

Hedge Fund Positioning: DON

Statistics: DON

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Wisdomtree Tr (DON)

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