Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DTD)

209 + 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
↑ +2
Streak
3Q ▲
Buyers last Q
54%

Smart Money Signals — DTD

Based on 209 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
209 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
+13 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 — 54% buying

84 buying71 selling
Last quarter: 84 funds bought or added vs 71 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 — ~18 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 26 → 22 → 18. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

■ 65% conviction (2yr+) ■ 20% medium ■ 16% new
135 out of 209 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.
➡️

Steady discovery — ~18 new funds/quarter

17 → 12 → 26 → 22 → 18 new funds/Q
New funds entering each quarter: 12 → 26 → 22 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 22% newcomers

■ 65% veterans ■ 13% 1-2yr ■ 22% new
Entry-cohort mix of 209 holders: 136 (65%) are 2+ year veterans, 28 entered 1–2 years ago, and 45 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
22 of 209 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.
3.5
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.

Institutional Sentiment Summary — DTD

In 2026 Q2, 84 hedge funds were net buyers of DTD (18 opened a new position, 66 added to an existing one), while 71 reduced or exited (55 trimmed, 16 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction 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: +2 funds (more new holders than closures). Total institutional holders: 209.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 0 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: DTD
209 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 209 207 0.97%
13F Shares 9M 9M 1.98%
Total Value $807M $735M 9.71%
New Positions 18 22 -4
Increased Positions 66 64 +2
Closed Positions 16 21 -5
Reduced Positions 55 58 -3
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 Q2)

209 + 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 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 626 Financial, LLC 11.11% 305,791 $28.5M
2 Pinnacle Financial Group, LLC / IL 5.48% 240,721 $22.4M
3 Ffg Retirement Advisors LLC 2.95% 59,772 $5.6M
4 Melone Private Wealth, LLC 2.95% 83,013 $7.7M
5 Envision Financial LLC 1.89% 44,109 $4.1M
6 Avant Capital LLC 1.84% 31,570 $2.9M
7 Vertex Planning Partners, LLC 1.62% 117,050 $10.9M
8 Connecticut Wealth Management, LLC 0.92% 266,740 $24.9M
9 Lcnb Corp 0.91% 31,727 $3.0M
10 Sonata Capital Group Inc 0.57% 19,049 $1.8M
11 Panoramic Investment Advisors, LLC 0.54% 12,121 $1.1M
12 Retirement Planning Group, LLC 0.48% 201,901 $18.8M
13 Cherrydale Wealth Management, LLC 0.46% 18,789 $1.8M
14 Cornerstone Financial Group, LLC /NE/ 0.45% 7,800 $727K
15 OxenFree Capital LLC 0.41% 9,513 $899K
16 Evolution Wealth Management INC. 0.41% 7,446 $694K
17 Sharper & Granite LLC 0.39% 13,440 $1.3M
18 ATLas Financial Planning LLC 0.37% 4,900 $457K
19 PCA Investment Advisory Services Inc. 0.32% 12,375 $1.2M
20 RMR Capital Management, LLC 0.28% 4,400 $410K
21 Savvy Advisors, Inc. 0.28% 141,011 $13.1M
22 Key FInancial Inc 0.27% 17,587 $1.6M
23 Certified Advisory Corp 0.24% 31,918 $3.0M
24 International Private Wealth Advisors LLC 0.21% 4,333 $404K
25 Element Wealth, LLC 0.20% 5,824 $543K
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 — 3 quarters in a row: For 3 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 — 54% buying: Last quarter: 84 funds bought or added vs 71 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: 22 of 209 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?

65% of holders stayed for 2+ years: 135 out of 209 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.

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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