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

WISDOMTREE TR (DON)

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

Smart Money Signals — DON

Based on 414 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

414 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 — +4% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 49% buying

186 buying194 selling

Last quarter: 194 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.

📈

More new buyers each quarter (+25 vs last Q)

new funds entering per quarter

Funds opening a new DON position: 31 → 30 → 31 → 56. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new

265 out of 414 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.

📈

Growing discovery — still being found

48 → 31 → 30 → 31 → 56 new funds/Q

New funds entering each quarter: 31 → 30 → 31 → 56. A growing number of institutions are discovering DON each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 14% 1-2yr ■ 21% new

Of 414 current holders: 266 (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 — 40% AUM from top-100 funds

40% from top-100 AUM funds

20 of 414 holders are among the 100 largest funds by AUM, controlling 40% 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.

3.5

out of 10

Low Exit Risk

Exit risk score 3.5/10 — 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	414	392	5.61%
13F Shares	40M	40M	0.68%
Total Value	$2.06B	$2.07B	-0.55%
New Positions	56	31	+25
Increased Positions	130	160	-30
Closed Positions	34	32	+2
Reduced Positions	160	134	+26
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

414

392

5.61%

13F Shares

40M

0.68%

Total Value

$2.06B

$2.07B

-0.55%

New Positions

+25

Increased Positions

130

160

-30

Closed Positions

Reduced Positions

160

134

+26

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

414 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DON. 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 DON — 2025 Q4 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Lee-Kelleher Wealth Management	6.92%	221,346	$11.6M
2	Roan Capital Partners	4.75%	97,778	$5.1M
3	MJT & Associates Financial Advisory Group, Inc.	4.53%	117,327	$6.2M
4	Harbour Wealth Management Group, Inc.	3.28%	82,893	$4.4M
5	Melone Private Wealth, LLC	3.23%	150,438	$7.9M
6	IAG Wealth Partners, LLC	2.94%	500,699	$26.3M
7	PRECEDENT WEALTH PARTNERS, LLC	2.43%	231,191	$12.1M
8	White Pine Investment CO	2.14%	175,404	$9K
9	Sage Capital Management, LLC	1.97%	79,639	$4.2M
10	Stonebridge Financial Group, LLC	1.68%	388,062	$20.4M
11	FFG RETIREMENT ADVISORS LLC	1.66%	54,339	$2.9M
12	Grey Ledge Advisors, LLC	1.63%	137,789	$7.2M
13	Concord Asset Management, LLC/VA	1.54%	172,926	$9.1M
14	Oxinas Partners, LLC	1.16%	48,112	$2.5M
15	Apeiron RIA LLC	1.08%	88,462	$4.6M
16	Capital Investment Counsel, LLC	1.05%	145,594	$7.6M
17	Goldstone Financial Group, LLC	0.92%	161,651	$8.5M
18	Envision Financial LLC	0.92%	32,450	$1.7M
19	United Advisor Group, LLC	0.92%	141,468	$7.4M
20	Powers Advisory Group, LLC	0.88%	47,361	$2.5M
21	Financial Insights, Inc.	0.87%	50,379	$2.6M
22	Wealthcare Capital Partners, LLC	0.83%	33,646	$1.8M
23	HF Advisory Group, LLC	0.82%	45,794	$2.4M
24	OMNI 360 Wealth, Inc.	0.69%	25,458	$1.3M
25	FOUNDERS GROVE WEALTH PARTNERS, LLC	0.69%	57,723	$3.0M

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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 49% buying: Last quarter: 194 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 — 40% AUM from top-100 funds: 20 of 414 holders are among the 100 largest funds by AUM, controlling 40% 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?

64% of holders stayed for 2+ years: 265 out of 414 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.

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 — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +4% more funds vs a year ago

More sellers than buyers — 49% buying

More new buyers each quarter (+25 vs last Q)

64% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 64% of holders stayed 2+ years

Elite ownership — 40% AUM from top-100 funds

Hedge Fund Ownership: DON

Market Analysis: DON

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DON

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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