Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (GDE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
8Q ▲
Buyers last Q
54%

Smart Money Signals — GDE

Based on 70 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added GDE 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
70 hedge funds hold GDE 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 — +250% more funds vs a year ago

fund count last 6Q
+50 new funds entered over the past year (+250% 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.
🟡

Slight buying edge — 54% buying

38 buying33 selling
Last quarter: 38 funds bought or added vs 33 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 — ~17 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 8 → 33 → 12 → 17. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 64% entered in last year

■ 7% conviction (2yr+) ■ 29% medium ■ 64% new
Only 5 funds (7%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📊

Peak discovery — momentum slowing

8 → 8 → 33 → 12 → 17 new funds/Q
New funds entering each quarter: 8 → 33 → 12 → 17. GDE is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🌱

Early stage — 82% of holders entered in last year

■ 8% veterans ■ 10% 1-2yr ■ 82% new
Of 72 current holders: 59 (82%) entered in the past year, only 6 (8%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.
📋

Smaller funds dominant — 4% AUM from top-100

4% from top-100 AUM funds
10 of 69 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
6.6
out of 10
Moderate Exit Risk
Exit risk score 6.6/10 — 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 — GDE

In 2026 Q1, 38 hedge funds were net buyers of GDE (17 opened a new position, 21 added to an existing one), while 33 reduced or exited (25 trimmed, 8 sold completely) — a 54% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 70.

Hedge Fund Ownership: GDE

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

Market Analysis: GDE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: GDE

-- --

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

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

Signal Freshness measures how much GDE 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 · 81d ago
GDE
nan%
SPY
+15.1%

GDE outperformed SPY by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
GDE
nan%
SPY
+1.3%

Since the filing became public, GDE outperformed SPY by nan% .

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.

1 top-rated funds 3 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
3.0
/ 10
conviction
Hedge Fund Positioning: GDE
70 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 70 61 14.75%
13F Shares 5M 5M 3.73%
Total Value $292M $286M 2.03%
New Positions 17 12 +5
Increased Positions 21 25 -4
Closed Positions 8 4 +4
Reduced Positions 25 19 +6
Total Calls 2 0 100%
Total Puts 1 0 100%
PUT/CALL Ratio 0.5 0.0 Bullish

Statistics: GDE

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Institutional Holders (2026 Q1)

70 + investors

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

QUARTER:
Top 25 GDE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 McGrath & Associates, Inc. 11.26% 121,717 $7.7M
2 Stapp Wealth Management, Pllc 9.71% 120,937 $7.6M
3 Mainstay Capital Management LLC /Adv 9.65% 1,989,162 $125.1M
4 Alpine Bank Wealth Management 5.68% 620,565 $39.0M
5 Magnolia Private Wealth, LLC 4.40% 213,455 $6.6M
6 Triton Wealth Management, PLLC 2.31% 96,556 $6.2M
7 LWM Advisory Services, LLC 1.36% 20,192 $1.3M
8 Fermata Advisors, LLC 1.10% 77,456 $4.9M
9 Optima Capital LLC 0.99% 34,036 $2.1M
10 SFG Wealth Management, LLC. 0.86% 33,244 $2.1M
11 Elm3 Financial Group, LLC 0.60% 11,294 $710K
12 M Wealth Management, LLC 0.57% 10,850 $682K
13 Worth Asset Management, LLC 0.43% 18,303 $1.2M
14 Aspire Capital Advisors LLC 0.38% 26,712 $1.7M
15 Lunt Capital Management, Inc. 0.31% 13,027 $819K
16 Spinnaker Investment Group, LLC 0.29% 22,358 $1.4M
17 Optivise Advisory Services LLC 0.23% 6,020 $379K
18 Howard Bailey Securities, LLC 0.20% 7,747 $487K
19 Wealthcare Advisory Partners LLC 0.16% 129,271 $8.1M
20 J Hagan Capital, INC. 0.14% 4,157 $261K
21 Noble Wealth Management PBC 0.09% 2,985 $188K
22 XY Planning Network, Inc. 0.08% 7,840 $501K
23 Team Financial Group, LLC 0.07% 2,544 $160K
24 OneDigital Investment Advisors LLC 0.07% 112,225 $7.1M
25 Great Valley Advisor Group, INC. 0.06% 52,230 $3.3M
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 (GDE)

What does the Smart Money Trend signal show for GDE?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added GDE 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 GDE?

Slight buying edge — 54% buying: Last quarter: 38 funds bought or added vs 33 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 GDE holders?

Smaller funds dominant — 4% AUM from top-100: 10 of 69 holders rank in the top 100 by AUM, but together hold only 4% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held GDE?

Mostly new holders — 64% entered in last year: Only 5 funds (7%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Is it too late to buy Wisdomtree Tr (GDE) following the 2026 Q1 hedge fund 13F filings?

As of today, GDE has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), GDE has gained nan% vs +15.1% 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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