Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (QHY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
57%

Smart Money Signals — QHY

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

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their QHY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
70 hedge funds hold QHY 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 — +8% more funds vs a year ago

fund count last 6Q
+5 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 57% buying

41 buying31 selling
Last quarter: 41 funds bought or added vs 31 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.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 10 → 4 → 19 → 8. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 24% medium ■ 24% new
36 out of 70 hedge funds have held QHY 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 — ~8 new funds/quarter

13 → 10 → 4 → 19 → 8 new funds/Q
New funds entering each quarter: 10 → 4 → 19 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 19% 1-2yr ■ 27% new
Of 70 current holders: 38 (54%) 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.
✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds
12 of 70 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — QHY

In 2026 Q1, 41 hedge funds were net buyers of QHY (8 opened a new position, 33 added to an existing one), while 31 reduced or exited (21 trimmed, 10 sold completely) — a 57% buyer ratio, indicating a slight buying edge. 32% of total institutional value in QHY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 70.

Hedge Fund Ownership: QHY

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

Market Analysis: QHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QHY

-- --

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

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

Signal Freshness measures how much QHY 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 · 75d ago
QHY
+1.1%
SPY
+14.1%

QHY outperformed SPY by -13.0% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
QHY
+0.8%
SPY
+0.3%

Since the filing became public, QHY outperformed SPY by +0.5% .

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.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: QHY
70 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 70 72 -2.78%
13F Shares 4M 4M 22.3%
Total Value $204M $171M 19.77%
New Positions 8 19 -11
Increased Positions 33 23 +10
Closed Positions 10 4 +6
Reduced Positions 21 23 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QHY

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Financial Highlights

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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 QHY. Verified SEC 13F-HR filings.

QUARTER:
Top 25 QHY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 American Financial & Tax Strategies Inc 3.31% 149,652 $6.8M
2 Barnes Wealth Management Group, Inc 0.77% 33,382 $1.5M
3 Vericrest Private Wealth 0.75% 18,456 $840K
4 Millington Financial Advisors, LLC 0.64% 33,078 $1.5M
5 WealthPlan Investment Management, LLC 0.58% 229,310 $10.4M
6 Vines Capital Management, LLC 0.52% 11,517 $524K
7 Oxinas Partners, LLC 0.45% 21,439 $976K
8 WealthPoint Financial, LLC 0.40% 9,809 $456K
9 Melone Private Wealth, LLC 0.30% 16,105 $733K
10 Goldstone Financial Group, LLC 0.30% 59,939 $2.7M
11 Team Financial Group, LLC 0.21% 9,930 $452K
12 Cwm, LLC 0.20% 1,690,271 $77.0M
13 Collaborative Wealth Managment Inc. 0.19% 8,995 $410K
14 5T Wealth, LLC 0.14% 7,902 $360K
15 WealthPLAN Partners, LLC 0.12% 13,583 $619K
16 Insight Advisors, LLC/ PA 0.10% 11,867 $540K
17 Howard Bailey Securities, LLC 0.10% 5,439 $248K
18 Mach-1 Financial Group, LLC 0.09% 5,753 $262K
19 Nbc Securities, INC. 0.07% 19,319 $880K
20 Smartleaf Asset Management LLC 0.07% 40,485 $1.8M
21 NewSquare Capital LLC 0.06% 16,297 $742K
22 Evolution Wealth Management INC. 0.06% 1,678 $76K
23 Bison Wealth, LLC 0.05% 10,754 $494K
24 Frazier Financial Advisors, LLC 0.04% 1,533 $70K
25 Atria Investments, Inc 0.03% 53,545 $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 (QHY)

What does the Smart Money Trend signal show for QHY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their QHY positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for QHY?

Slight buying edge — 57% buying: Last quarter: 41 funds bought or added vs 31 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 QHY holders?

Strong quality — 32% AUM from major funds: 12 of 70 holders rank in the top 100 by AUM, accounting for 32% 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 QHY?

51% of holders stayed for 2+ years: 36 out of 70 hedge funds have held QHY 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 (QHY) following the 2026 Q1 hedge fund 13F filings?

As of today, QHY has moved +0.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.3% for the SPY sector ETF — an outperformance of +0.5%. Since the quarter end (March 31, 2026), QHY has gained +1.1% vs +14.1% 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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