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

Wisdomtree Tr (DTH)

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

Smart Money Signals — DTH

Based on 130 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added DTH 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

130 hedge funds hold DTH 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.

🚀

Fast accumulation — +30% more funds vs a year ago

fund count last 6Q

+30 new funds entered over the past year (+30% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.

🟢

More buyers than sellers — 61% buying

77 buying49 selling

Last quarter: 77 funds were net buyers (33 opened a brand new position + 44 added to an existing one). Only 49 were sellers (36 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter

Funds opening a new DTH position: 12 → 12 → 17 → 33. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 22% medium ■ 30% new

62 out of 130 hedge funds have held DTH 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

23 → 12 → 12 → 17 → 33 new funds/Q

New funds entering each quarter: 12 → 12 → 17 → 33. 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.

🏛️

Veteran-anchored — 55% veterans vs 36% newcomers

■ 55% veterans ■ 9% 1-2yr ■ 36% new

Entry-cohort mix of 130 holders: 71 (55%) are 2+ year veterans, 12 entered 1–2 years ago, and 47 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds

15 of 130 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in DTH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.1

out of 10

Moderate Exit Risk

Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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	130	110	18.18%
13F Shares	8M	8M	4.06%
Total Value	$437M	$421M	3.89%
New Positions	33	17	+16
Increased Positions	44	42	+2
Closed Positions	13	12	+1
Reduced Positions	36	30	+6
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

130

110

18.18%

13F Shares

4.06%

Total Value

$437M

$421M

3.89%

New Positions

+16

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

130 + investors

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

QUARTER:

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

Top 25 DTH holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Stonebridge Wealth Management, LLC	7.17%	147,966	$8.0M
2	Madrid Financial Services	4.21%	146,900	$7.9M
3	American Alpha Advisors, LLC	3.22%	110,320	$6.0M
4	Freedom Day Solutions, LLC	2.48%	206,894	$11.2M
5	TCP Asset Management, LLC	1.69%	275,800	$14.9M
6	Peregrine Asset Advisers, Inc.	0.98%	83,347	$4.5M
7	Wealthcare Capital Partners, LLC	0.96%	42,872	$2.3M
8	Dorsey Wright & Associates	0.56%	61,232	$3.3M
9	Patten Group, Inc.	0.53%	62,749	$3.4M
10	ShoreHaven Wealth Partners, LLC	0.52%	30,664	$1.7M
11	Cahill Financial Advisors Inc	0.52%	99,465	$5.4M
12	Farmers National Bank	0.50%	44,352	$2.4M
13	Lansing Street Advisors	0.49%	42,412	$2.3M
14	Formidable Asset Management, LLC	0.37%	43,006	$2.3M
15	Cooper Financial Group	0.36%	80,902	$4.4M
16	VestGen Investment Management	0.33%	11,509	$623K
17	Power Wealth Management LLC	0.31%	16,749	$906K
18	Breakwater Capital Group	0.20%	30,138	$1.6M
19	Great Diamond Partners, LLC	0.18%	19,454	$1.1M
20	Evanson Financial, LLC	0.18%	68,315	$3.7M
21	Crescent Grove Advisors, LLC	0.17%	37,800	$2.0M
22	D.B. Root & Company, LLC	0.15%	13,120	$710K
23	Axis Wealth Partners, LLC	0.15%	5,787	$313K
24	Goldstone Financial Group, LLC	0.14%	29,040	$1.6M
25	Aspire Capital Advisors LLC	0.14%	13,581	$735K

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 (DTH)

What does the Smart Money Trend signal show for DTH?

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

More buyers than sellers — 61% buying: Last quarter: 77 funds were net buyers (33 opened a brand new position + 44 added to an existing one). Only 49 were sellers (36 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DTH holders?

Elite ownership — 53% AUM from top-100 funds: 15 of 130 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in DTH. 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 DTH?

48% of holders stayed for 2+ years: 62 out of 130 hedge funds have held DTH 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 (DTH)

Smart Money Signals — DTH

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +30% more funds vs a year ago

More buyers than sellers — 61% buying

More new buyers each quarter (+16 vs last Q)

48% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 55% veterans vs 36% newcomers

Elite ownership — 53% AUM from top-100 funds

Institutional Sentiment Summary — DTH

Hedge Fund Ownership: DTH

Market Analysis: DTH

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DTH

Hedge Fund Positioning: DTH

Statistics: DTH

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Wisdomtree Tr (DTH)

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