Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DWM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — DWM

Based on 130 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DWM 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 DWM 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 — +14% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

58 buying49 selling
Last quarter: 58 funds bought or added vs 49 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.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new DWM position: 13 → 15 → 11 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 15% medium ■ 15% new
91 out of 130 hedge funds have held DWM 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 — ~17 new funds/quarter

12 → 13 → 15 → 11 → 17 new funds/Q
New funds entering each quarter: 13 → 15 → 11 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 9% 1-2yr ■ 20% new
Of 130 current holders: 92 (71%) 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 — 51% AUM from top-100 funds

51% from top-100 AUM funds
16 of 130 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in DWM. 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 — DWM

In 2026 Q1, 58 hedge funds were net buyers of DWM (17 opened a new position, 41 added to an existing one), while 49 reduced or exited (39 trimmed, 10 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 51% of total institutional value in DWM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 130.

Hedge Fund Ownership: DWM

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

Market Analysis: DWM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DWM

-- --

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

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

Signal Freshness measures how much DWM 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
DWM
+6.9%
SPY
+13.9%

DWM outperformed SPY by -7.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
DWM
+2.4%
SPY
+0.2%

Since the filing became public, DWM outperformed SPY by +2.2% .

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.

8 top-rated funds 2 high-conviction
Consensus
4.1
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: DWM
129 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 129 123 4.88%
13F Shares 6M 6M 0.08%
Total Value $378M $385M -1.67%
New Positions 17 11 +6
Increased Positions 41 41 -
Closed Positions 11 11 -
Reduced Positions 39 36 +3
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DWM

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Institutional Holders (2026 Q1)

129 + investors

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

QUARTER:
Top 25 DWM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LRI Investments, LLC 2.39% 386,546 $27.0M
2 Smallwood Wealth Investment Management, LLC 2.12% 57,609 $4.0M
3 Envision Financial LLC 1.51% 40,113 $2.8M
4 TopTier Wealth Management, LLC 1.38% 32,230 $2.3M
5 Moller Wealth Partners 1.36% 98,295 $6.9M
6 Key FInancial Inc 0.79% 63,808 $4.5M
7 Frazier Financial Advisors, LLC 0.65% 16,840 $1.2M
8 Brightwater Advisory LLC 0.52% 11,283 $789K
9 NewSquare Capital LLC 0.46% 76,369 $5.3M
10 Shakespeare Wealth Management, LLC 0.46% 27,955 $2.0M
11 Kondo Wealth Advisors, Inc. 0.41% 15,655 $1.1M
12 Plimoth Trust Co LLC 0.39% 25,026 $1.7M
13 Tobias Financial Advisors, INC. 0.38% 39,140 $2.7M
14 Jfs Wealth Advisors, LLC 0.26% 65,890 $4.6M
15 Valmark Advisers, Inc. 0.26% 309,543 $21.6M
16 Cape Ann Savings Bank 0.24% 6,794 $475K
17 Thrive Capital Management, LLC 0.19% 12,292 $859K
18 4wealth Advisors, INC. 0.18% 3,080 $209K
19 Howard Wealth Management, LLC 0.17% 5,615 $392K
20 Viewpoint Capital Management LLC 0.13% 4,100 $287K
21 Pinnacle Wealth Planning Services, Inc. 0.12% 17,279 $1.2M
22 Pinnacle Financial Group, LLC / IL 0.11% 5,973 $417K
23 Courier Capital LLC 0.10% 26,860 $1.9M
24 Stratos Wealth Advisors, LLC 0.10% 24,416 $1.7M
25 Hickory Point Bank & Trust 0.10% 2,266 $158K
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 (DWM)

What does the Smart Money Trend signal show for DWM?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DWM 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 DWM?

Slight buying edge — 54% buying: Last quarter: 58 funds bought or added vs 49 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 DWM holders?

Elite ownership — 51% AUM from top-100 funds: 16 of 130 holders are among the 100 largest funds by AUM, controlling 51% of total institutional value in DWM. 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 DWM?

70% of holders stayed for 2+ years: 91 out of 130 hedge funds have held DWM 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 (DWM) following the 2026 Q1 hedge fund 13F filings?

As of today, DWM has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.2% for the SPY sector ETF — an outperformance of +2.2%. Since the quarter end (March 31, 2026), DWM has gained +6.9% 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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