Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (QSIG)

24 + Investors. Track Smart Money conviction in QSIG. 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
74%

Smart Money Signals — QSIG

Based on 24 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 QSIG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
24 funds currently hold this stock — 86% of the 3.0-year high of 28 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold QSIG compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 74% buying

17 buying6 selling
Last quarter: 17 funds were net buyers (1 opened a brand new position + 16 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 1 → 4 → 4 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 29% medium ■ 8% new
15 out of 24 hedge funds have held QSIG 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 — ~1 new funds/quarter

9 → 1 → 4 → 4 → 1 new funds/Q
New funds entering each quarter: 1 → 4 → 4 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 75% veterans vs 25% newcomers

■ 75% veterans ■ 0% 1-2yr ■ 25% new
Entry-cohort mix of 24 holders: 18 (75%) are 2+ year veterans, 0 entered 1–2 years ago, and 6 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
3 of 23 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 — QSIG

In 2026 Q1, 17 hedge funds were net buyers of QSIG (1 opened a new position, 16 added to an existing one), while 6 reduced or exited (3 trimmed, 3 sold completely) — a 74% buyer ratio, indicating clear institutional accumulation. 24% of total institutional value in QSIG 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: 24.

Hedge Fund Ownership: QSIG

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

Market Analysis: QSIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QSIG

-- --

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

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

Signal Freshness measures how much QSIG 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 · 82d ago
QSIG
-0.2%
SPY
+15.1%

QSIG outperformed SPY by -15.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
QSIG
+0.1%
SPY
+1.3%

Since the filing became public, QSIG outperformed SPY by -1.2% .

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 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: QSIG
24 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 24 26 -7.69%
13F Shares 1M 853K 20.19%
Total Value $50M $42M 19.02%
New Positions 1 4 -3
Increased Positions 16 14 +2
Closed Positions 3 3 -
Reduced Positions 3 5 -2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QSIG

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

24 + investors

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

QUARTER:
Top 22 QSIG holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Invenio Wealth Partners LLC 1.44% 74,963 $3.6M
2 WealthPoint Financial, LLC 0.57% 13,314 $652K
3 WT Wealth Management 0.57% 39,255 $1.9M
4 JT Stratford LLC 0.24% 38,563 $1.9M
5 Prime Capital Investment Advisors, LLC 0.20% 357,584 $17.3M
6 Team Financial Group, LLC 0.15% 6,782 $329K
7 Smartleaf Asset Management LLC 0.07% 41,304 $2.0M
8 NewSquare Capital LLC 0.06% 14,503 $704K
9 Beacon Financial Advisory LLC 0.06% 5,324 $258K
10 TopTier Wealth Management, LLC 0.02% 523 $25K
11 Private Advisor Group, LLC 0.01% 44,313 $2.2M
12 Osaic Holdings, INC. 0.01% 95,098 $4.6M
13 RFG Advisory, LLC 0.01% 6,270 $304K
14 Concurrent Investment Advisors, LLC 0.01% 10,313 $500K
15 Kestra Advisory Services, LLC 0.00% 24,830 $1.2M
16 Harbour Investments, INC. 0.00% 2,984 $145K
17 LPL Financial LLC 0.00% 148,696 $7.2M
18 Nbc Securities, INC. 0.00% 512 $25K
19 CoreCap Advisors, LLC 0.00% 760 $37K
20 Jane Street Group, LLC 0.00% 94,658 $4.6M
21 Creative Financial Designs Inc /Adv 0.00% 86 $4K
22 Smallwood Wealth Investment Management, LLC 0.00% — —
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 (QSIG)

What does the Smart Money Trend signal show for QSIG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their QSIG 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 QSIG?

More buyers than sellers — 74% buying: Last quarter: 17 funds were net buyers (1 opened a brand new position + 16 added to an existing one). Only 6 were sellers (3 trimmed + 3 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QSIG holders?

Strong quality — 24% AUM from major funds: 3 of 23 holders rank in the top 100 by AUM, accounting for 24% 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 QSIG?

62% of holders stayed for 2+ years: 15 out of 24 hedge funds have held QSIG 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 (QSIG) following the 2026 Q1 hedge fund 13F filings?

As of today, QSIG has moved +0.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.3% for the SPY sector ETF — an outperformance of -1.2%. Since the quarter end (March 31, 2026), QSIG has gained -0.2% 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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