Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (DWM)

115 + 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
→ 0
Streak
1Q —
Buyers last Q
52%

Smart Money Signals — DWM

Based on 115 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
115 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 — +10% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

49 buying46 selling
Last quarter: 49 funds bought or added vs 46 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 11 → 12 → 15 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

73% of holders stayed for 2+ years

■ 73% conviction (2yr+) ■ 13% medium ■ 14% new
84 out of 115 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.
📈

Growing discovery — still being found

14 → 11 → 12 → 15 → 11 new funds/Q
New funds entering each quarter: 11 → 12 → 15 → 11. A growing number of institutions are discovering DWM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 8% 1-2yr ■ 19% new
Of 115 current holders: 84 (73%) 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 — 48% AUM from top-100 funds

48% from top-100 AUM funds
14 of 115 holders are among the 100 largest funds by AUM, controlling 48% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: DWM
2026 Q1 Stats Unlock in 21 days 115 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 115 115 -
13F Shares 6M 5M 6.88%
Total Value $381M $342M 11.18%
New Positions 11 15 -4
Increased Positions 38 35 +3
Closed Positions 11 10 +1
Reduced Positions 35 31 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DWM

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

115 + investors

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

Top 25 institutional holders of DWM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Smallwood Wealth Investment Management, LLC 2.12% 57,609 $4.0M
2 Envision Financial LLC 1.51% 40,113 $2.8M
3 MOLLER WEALTH PARTNERS 1.36% 98,295 $6.9M
4 Key FInancial Inc 0.79% 63,808 $4.5M
5 PLIMOTH TRUST CO LLC 0.39% 25,026 $1.7M
6 JFS WEALTH ADVISORS, LLC 0.26% 65,890 $4.6M
7 CAPE ANN SAVINGS BANK 0.24% 6,794 $475K
8 Thrive Capital Management, LLC 0.19% 12,292 $859K
9 4WEALTH ADVISORS, INC. 0.18% 3,080 $209K
10 Viewpoint Capital Management LLC 0.13% 4,100 $287K
11 COURIER CAPITAL LLC 0.10% 26,860 $1.9M
12 Stratos Wealth Advisors, LLC 0.10% 24,416 $1.7M
13 Hickory Point Bank & Trust 0.10% 2,266 $158K
14 New Perspectives, Inc 0.10% 4,175 $292K
15 Octavia Wealth Advisors, LLC 0.09% 13,812 $965K
16 Intrua Financial, LLC 0.09% 12,636 $883K
17 OARSMAN CAPITAL, INC. 0.08% 9,487 $663K
18 LAUREL OAK WEALTH MANAGEMENT, LLC 0.08% 6,936 $485K
19 New World Advisors LLC 0.07% 5,299 $370K
20 McNamara Financial Services, Inc. 0.06% 4,545 $318K
21 BEACON FINANCIAL GROUP 0.06% 8,271 $569K
22 Falcon Wealth Planning 0.06% 11,646 $814K
23 INSPIRION WEALTH ADVISORS, LLC 0.05% 6,252 $437K
24 OneAscent Financial Services LLC 0.05% 13,796 $964K
25 KMG FIDUCIARY PARTNERS, LLC 0.05% 9,747 $681K
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?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for DWM?

Slight buying edge — 52% buying: Last quarter: 49 funds bought or added vs 46 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 — 48% AUM from top-100 funds: 14 of 115 holders are among the 100 largest funds by AUM, controlling 48% 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?

73% of holders stayed for 2+ years: 84 out of 115 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.

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.