Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (ELD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
3Q ▲
Buyers last Q
68%

Smart Money Signals — ELD

Based on 66 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 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
66 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 — +32% more funds vs a year ago

fund count last 6Q
+16 new funds entered over the past year (+32% 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 — 68% buying

41 buying19 selling
Last quarter: 41 funds were net buyers (13 opened a brand new position + 28 added to an existing one). Only 19 were sellers (12 trimmed + 7 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: 3 → 11 → 13 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 18% medium ■ 30% new
34 out of 66 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

10 → 3 → 11 → 13 → 13 new funds/Q
New funds entering each quarter: 3 → 11 → 13 → 13. A growing number of institutions are discovering ELD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 36% newcomers

■ 58% veterans ■ 6% 1-2yr ■ 36% new
Entry-cohort mix of 66 holders: 38 (58%) are 2+ year veterans, 4 entered 1–2 years ago, and 24 (36%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
11 of 66 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.3
out of 10
Moderate Exit Risk
Exit risk score 4.3/10 — 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.

Institutional Sentiment Summary — ELD

In 2026 Q2, 41 hedge funds were net buyers of ELD (13 opened a new position, 28 added to an existing one), while 19 reduced or exited (12 trimmed, 7 sold completely) — a 68% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 34% of total institutional value in ELD is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 66.

Hedge Fund Ownership: ELD

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

Market Analysis: ELD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ELD

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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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: ELD
66 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 66 60 10.0%
13F Shares 3M 2M 24.85%
Total Value $75M $65M 15.19%
New Positions 13 13 -
Increased Positions 28 25 +3
Closed Positions 7 4 +3
Reduced Positions 12 10 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ELD

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Institutional Holders (2026 Q2)

66 + 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:
Top 25 ELD holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Elmwood Wealth Management, Inc. 1.05% 146,261 $4.2M
2 AllGen Financial Advisors, Inc. 0.93% 140,940 $3.9M
3 Ignite Planners, LLC 0.43% 108,360 $3.1M
4 Pekin Hardy Strauss, Inc. 0.21% 84,557 $2.4M
5 Alexander Randolph Advisory, Inc. 0.20% 8,575 $246K
6 Treasure Coast Financial Planning 0.19% 13,473 $387K
7 Columbia Advisory Partners LLC 0.18% 11,232 $322K
8 WealthPoint Financial, LLC 0.18% 8,455 $243K
9 Barnes Wealth Management Group, Inc 0.14% 10,448 $300K
10 W.H. Cornerstone Investments Inc. 0.13% 7,793 $224K
11 Clear Creek Financial Management, LLC 0.10% 55,326 $1.6M
12 Net Worth Advisory Group 0.09% 12,675 $364K
13 Arkansas Financial Group, INC. 0.04% 11,231 $322K
14 Vontobel Holding Ltd. 0.04% 446,191 $12.8M
15 Lanark Financial, INC. 0.03% 17,873 $513K
16 Evolution Wealth Management INC. 0.03% 1,636 $47K
17 Trilogy Capital Inc. 0.03% 24,105 $692K
18 Baker Ellis Asset Management LLC 0.03% 8,600 $247K
19 Old Mission Capital LLC 0.02% 45,052 $1.3M
20 Kestra Advisory Services, LLC 0.01% 97,843 $2.8M
21 Integrity Alliance, LLC. 0.01% 9,877 $283K
22 Smartleaf Asset Management LLC 0.01% 6,956 $200K
23 RFG Advisory, LLC 0.00% 9,932 $285K
24 Harbour Investments, INC. 0.00% 11,121 $319K
25 Sanctuary Advisors, LLC 0.00% 27,600 $792K
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 — 3 quarters in a row: For 3 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 — 68% buying: Last quarter: 41 funds were net buyers (13 opened a brand new position + 28 added to an existing one). Only 19 were sellers (12 trimmed + 7 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for ELD holders?

Strong quality — 34% AUM from major funds: 11 of 66 holders rank in the top 100 by AUM, accounting for 34% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ELD?

52% of holders stayed for 2+ years: 34 out of 66 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.

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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