Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DTD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
52%

Smart Money Signals — DTD

Based on 206 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 DTD 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
206 hedge funds hold DTD 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 — +7% more funds vs a year ago

fund count last 6Q
+14 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

85 buying78 selling
Last quarter: 85 funds bought or added vs 78 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 — ~21 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 16 → 12 → 26 → 21. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

63% of holders stayed for 2+ years

■ 63% conviction (2yr+) ■ 19% medium ■ 17% new
130 out of 206 hedge funds have held DTD 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

15 → 16 → 12 → 26 → 21 new funds/Q
New funds entering each quarter: 16 → 12 → 26 → 21. 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 — 60% of holders stayed 2+ years

■ 60% veterans ■ 18% 1-2yr ■ 22% new
Of 206 current holders: 124 (60%) 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 — 54% AUM from top-100 funds

54% from top-100 AUM funds
21 of 206 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in DTD. 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 — DTD

In 2026 Q1, 85 hedge funds were net buyers of DTD (21 opened a new position, 64 added to an existing one), while 78 reduced or exited (58 trimmed, 20 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 54% of total institutional value in DTD is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 206.

Hedge Fund Ownership: DTD

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

Market Analysis: DTD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DTD

-- --

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

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

Signal Freshness measures how much DTD 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 · 79d ago
DTD
+7.4%
SPY
+13.9%

DTD outperformed SPY by -6.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
DTD
+1.7%
SPY
+0.2%

Since the filing became public, DTD outperformed SPY by +1.5% .

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.

12 top-rated funds 2 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: DTD
204 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 204 205 -0.49%
13F Shares 9M 9M -0.39%
Total Value $733M $732M 0.18%
New Positions 21 26 -5
Increased Positions 63 64 -1
Closed Positions 22 13 +9
Reduced Positions 58 58 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DTD

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Institutional Holders (2026 Q1)

204 + investors

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

QUARTER:
Top 25 DTD holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 626 Financial, LLC 11.35% 294,902 $25.5M
2 Pinnacle Financial Group, LLC / IL 5.80% 245,116 $21.2M
3 Ffg Retirement Advisors LLC 3.03% 60,186 $5.2M
4 Melone Private Wealth, LLC 2.96% 83,860 $7.2M
5 Envision Financial LLC 2.59% 55,677 $4.8M
6 Avant Capital LLC 1.88% 31,005 $2.7M
7 Vertex Planning Partners, LLC 1.68% 100,002 $8.6M
8 Connecticut Wealth Management, LLC 0.97% 268,910 $23.2M
9 Lcnb Corp 0.97% 33,383 $2.9M
10 Retirement Planning Group, LLC 0.63% 235,615 $20.3M
11 Sonata Capital Group Inc 0.61% 19,049 $1.6M
12 Breachway Investments LLC 0.51% 6,122 $529K
13 Cherrydale Wealth Management, LLC 0.50% 18,696 $1.6M
14 Cornerstone Financial Group, LLC /NE/ 0.46% 7,800 $710K
15 Evolution Wealth Management INC. 0.45% 7,176 $620K
16 OxenFree Capital LLC 0.42% 9,658 $864K
17 Sharper & Granite LLC 0.40% 13,440 $1.2M
18 ATLas Financial Planning LLC 0.38% 4,900 $423K
19 PCA Investment Advisory Services Inc. 0.35% 12,316 $1.1M
20 RMR Capital Management, LLC 0.27% 4,400 $380K
21 Key FInancial Inc 0.26% 16,887 $1.5M
22 Certified Advisory Corp 0.25% 32,081 $2.8M
23 International Private Wealth Advisors LLC 0.24% 4,507 $389K
24 Asset Advisory Group, Inc. 0.21% 4,816 $416K
25 Quartz Partners, LLC 0.20% 6,055 $523K
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 (DTD)

What does the Smart Money Trend signal show for DTD?

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

Slight buying edge — 52% buying: Last quarter: 85 funds bought or added vs 78 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 DTD holders?

Elite ownership — 54% AUM from top-100 funds: 21 of 206 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in DTD. 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 DTD?

63% of holders stayed for 2+ years: 130 out of 206 hedge funds have held DTD 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 (DTD) following the 2026 Q1 hedge fund 13F filings?

As of today, DTD has moved +1.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +1.5%. Since the quarter end (March 31, 2026), DTD has gained +7.4% 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.

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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