WISDOMTREE TR (ELD): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy WISDOMTREE TR (ELD) following the 2026 Q1 hedge fund 13F filings?

As of today, ELD has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.2% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), ELD gained +4.9% vs +13.4% 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.

WISDOMTREE TR (ELD)

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

Smart Money Signals — ELD

Based on 60 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 ELD 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

60 hedge funds hold ELD 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 — +36% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+36% 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 — 75% buying

38 buying13 selling

Last quarter: 38 funds were net buyers (13 opened a brand new position + 25 added to an existing one). Only 13 were sellers (10 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 9 → 3 → 10 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 20% medium ■ 23% new

34 out of 60 hedge funds have held ELD 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

5 → 9 → 3 → 10 → 13 new funds/Q

New funds entering each quarter: 9 → 3 → 10 → 13. A growing number of institutions are discovering ELD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Deep conviction — 63% of holders stayed 2+ years

■ 63% veterans ■ 8% 1-2yr ■ 28% new

Of 60 current holders: 38 (63%) 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 — 45% AUM from top-100 funds

45% from top-100 AUM funds

13 of 60 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in ELD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

4.0

out of 10

Moderate Exit Risk

Exit risk score 4.0/10 — 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 Q1)	Prior (2025 Q4)	Change
Funds Holding	60	50	20.0%
13F Shares	2M	2M	37.42%
Total Value	$65M	$51M	27.38%
New Positions	13	10	+3
Increased Positions	25	23	+2
Closed Positions	3	5	-2
Reduced Positions	10	8	+2
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

20.0%

13F Shares

37.42%

Total Value

$65M

$51M

27.38%

New Positions

Increased Positions

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

60 + investors

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

QUARTER:

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

Top 25 institutional holders of ELD — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Elmwood Wealth Management, Inc.	1.09%	142,056	$4.0M
2	Ignite Planners, LLC	0.46%	107,332	$3.0M
3	Rubicon Advisors, GP	0.28%	11,461	$319K
4	Pekin Hardy Strauss, Inc.	0.22%	76,503	$2.1M
5	Alexander Randolph Advisory, Inc.	0.21%	8,575	$239K
6	Treasure Coast Financial Planning	0.19%	13,473	$375K
7	Net Worth Advisory Group	0.07%	12,817	$357K
8	Clear Creek Financial Management, LLC	0.06%	29,598	$823K
9	ARKANSAS FINANCIAL GROUP, INC.	0.05%	11,925	$345K
10	Vontobel Holding Ltd.	0.04%	447,506	$12.4M
11	NBC SECURITIES, INC.	0.04%	19,403	$540K
12	EVOLUTION WEALTH MANAGEMENT INC.	0.04%	1,776	$49K
13	Trilogy Capital Inc.	0.03%	23,754	$661K
14	Baker Ellis Asset Management LLC	0.03%	8,100	$225K
15	Moors & Cabot, Inc.	0.02%	14,949	$416K
16	OLD MISSION CAPITAL LLC	0.01%	24,885	$692K
17	Capital Analysts, LLC	0.01%	14,305	—
18	Kestra Advisory Services, LLC	0.01%	94,513	$2.6M
19	INTEGRITY ALLIANCE, LLC.	0.01%	8,846	$246K
20	Gateway Wealth Partners, LLC	0.01%	7,344	$204K
21	E Fund Management Co., Ltd.	0.01%	7,229	$248K
22	Smartleaf Asset Management LLC	0.01%	6,956	$193K
23	RFG Advisory, LLC	0.00%	9,724	$271K
24	Sanctuary Advisors, LLC	0.00%	27,336	$760K
25	OSAIC HOLDINGS, INC.	0.00%	87,848	$2.4M

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 (ELD)

What does the Smart Money Trend signal show for ELD?

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

More buyers than sellers — 75% buying: Last quarter: 38 funds were net buyers (13 opened a brand new position + 25 added to an existing one). Only 13 were sellers (10 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ELD holders?

Elite ownership — 45% AUM from top-100 funds: 13 of 60 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in ELD. 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 ELD?

57% of holders stayed for 2+ years: 34 out of 60 hedge funds have held ELD 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 (ELD) following the 2026 Q1 hedge fund 13F filings?

As of today, ELD has moved -0.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to -0.2% for the SPY sector ETF — an outperformance of -0.2%. Since the quarter end (March 31, 2026), ELD has gained +4.9% vs +13.4% 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.

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WISDOMTREE TR (ELD)

Smart Money Signals — ELD

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +36% more funds vs a year ago

More buyers than sellers — 75% buying

Steady new buyers — ~13 new funds per quarter

57% of holders stayed for 2+ years

Growing discovery — still being found

Deep conviction — 63% of holders stayed 2+ years

Elite ownership — 45% AUM from top-100 funds

Institutional Sentiment Summary — ELD

Hedge Fund Ownership: ELD

Market Analysis: ELD

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: ELD

Is It Too Late to Buy WISDOMTREE TR (ELD) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: ELD

Statistics: ELD

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — WISDOMTREE TR (ELD)

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