Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (WTMF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
3Q ▲
Buyers last Q
56%

Smart Money Signals — WTMF

Based on 84 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 WTMF 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
84 hedge funds hold WTMF 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 — +14% more funds vs a year ago

fund count last 6Q
+10 new funds entered over the past year (+14% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

44 buying35 selling
Last quarter: 44 funds bought or added vs 35 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 (-6 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 5 → 14 → 18 → 12. 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.
🔒

44% of holders stayed for 2+ years

■ 44% conviction (2yr+) ■ 26% medium ■ 30% new
37 out of 84 hedge funds have held WTMF 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

12 → 5 → 14 → 18 → 12 new funds/Q
New funds entering each quarter: 5 → 14 → 18 → 12. A growing number of institutions are discovering WTMF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 51% veterans vs 30% newcomers

■ 51% veterans ■ 19% 1-2yr ■ 30% new
Entry-cohort mix of 84 holders: 43 (51%) are 2+ year veterans, 16 entered 1–2 years ago, and 25 (30%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
9 of 84 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in WTMF. 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.

Institutional Sentiment Summary — WTMF

In 2026 Q2, 44 hedge funds were net buyers of WTMF (12 opened a new position, 32 added to an existing one), while 35 reduced or exited (25 trimmed, 10 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 42% of total institutional value in WTMF is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 84.

Hedge Fund Ownership: WTMF

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

Market Analysis: WTMF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTMF

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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.

3 top-rated funds 2 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: WTMF
84 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 84 82 2.44%
13F Shares 5M 4M 8.7%
Total Value $181M $168M 7.84%
New Positions 12 18 -6
Increased Positions 32 30 +2
Closed Positions 10 11 -1
Reduced Positions 25 24 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTMF

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Institutional Holders (2026 Q2)

84 + investors

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

QUARTER:
Top 25 WTMF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tidemark, LLC 3.98% 432,433 $17.7M
2 Stewardship Advisors, LLC 2.47% 291,438 $11.9M
3 Earned Wealth Advisors, LLC 0.72% 273,756 $11.2M
4 Comprehensive Wealth Management, LLC 0.59% 31,506 $1.3M
5 Axis Wealth Partners, LLC 0.31% 15,891 $649K
6 Avestar Capital, LLC 0.30% 131,519 $5.4M
7 Clarity Asset Management, Inc. 0.29% 14,357 $586K
8 Endowment Wealth Management, Inc. 0.28% 17,596 $719K
9 Advisor Resource Council 0.23% 20,332 $833K
10 Asset Allocation Strategies LLC 0.21% 33,725 $1.4M
11 Empirical Asset Management, LLC 0.18% 19,375 $791K
12 Columbus Macro, LLC 0.17% 41,669 $1.7M
13 Sequent Planning LLC 0.16% 18,763 $766K
14 Global Wealth Management Investment Advisory, Inc. 0.14% 23,225 $949K
15 Howard Bailey Securities, LLC 0.12% 7,604 $311K
16 Centric Wealth Management 0.12% 18,058 $742K
17 Invenio Wealth Partners LLC 0.11% 7,621 $311K
18 Financial Enhancement Group LLC 0.11% 22,492 $919K
19 OneDigital Investment Advisors LLC 0.11% 315,199 $12.9M
20 Alteri Wealth LLC 0.11% 9,501 $388K
21 Ethos Financial Group, LLC 0.10% 35,749 $1.5M
22 Austin Wealth Management, LLC 0.09% 10,267 $419K
23 PAX Financial Group, LLC 0.09% 14,150 $578K
24 Kingswood Wealth Advisors, LLC 0.08% 51,188 $2.1M
25 Cooper Financial Group 0.05% 15,110 $617K
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 (WTMF)

What does the Smart Money Trend signal show for WTMF?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WTMF 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 WTMF?

Slight buying edge — 56% buying: Last quarter: 44 funds bought or added vs 35 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 WTMF holders?

Elite ownership — 42% AUM from top-100 funds: 9 of 84 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in WTMF. 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 WTMF?

44% of holders stayed for 2+ years: 37 out of 84 hedge funds have held WTMF 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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