Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (WTV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +25
Streak
10Q ▲
Buyers last Q
73%

Smart Money Signals — WTV

Based on 196 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q
For 10 consecutive quarters, more hedge funds added WTV 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
196 hedge funds hold WTV 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 — +109% more funds vs a year ago

fund count last 6Q
+102 new funds entered over the past year (+109% 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 — 73% buying

139 buying52 selling
Last quarter: 139 funds were net buyers (40 opened a brand new position + 99 added to an existing one). Only 52 were sellers (37 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new WTV position: 43 → 32 → 32 → 40. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔄

Mostly new holders — 41% entered in last year

■ 20% conviction (2yr+) ■ 39% medium ■ 41% new
Only 39 funds (20%) 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.
➡️

Steady discovery — ~40 new funds/quarter

33 → 43 → 32 → 32 → 40 new funds/Q
New funds entering each quarter: 43 → 32 → 32 → 40. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🌱

Early stage — 64% of holders entered in last year

■ 24% veterans ■ 11% 1-2yr ■ 64% new
Of 196 current holders: 126 (64%) entered in the past year, only 48 (24%) 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.
✅

Strong quality — 34% AUM from major funds

34% from top-100 AUM funds
11 of 196 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.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — 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.

Hedge Fund Ownership: WTV

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

Market Analysis: WTV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTV

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 8 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: WTV
2026 Q1 Stats Unlock in 21 days 196 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 196 171 14.62%
13F Shares 18M 16M 17.49%
Total Value $1.72B $1.43B 20.73%
New Positions 40 32 +8
Increased Positions 99 81 +18
Closed Positions 15 11 +4
Reduced Positions 37 33 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTV

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Valuation Measures Data as of: --

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

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

196 + investors

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

Top 25 institutional holders of WTV — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 626 Financial, LLC 5.91% 139,971 $13.3M
2 Prism Advisors, Inc. 4.67% 184,607 $17.5M
3 Systelligence, LLC 4.08% 221,641 $21.0M
4 COLUMBIA ADVISORY PARTNERS LLC 3.92% 64,791 $6.1M
5 PMG Wealth Management, Inc. 2.74% 40,162 $3.8M
6 USAdvisors Wealth Management, LLC 2.25% 72,466 $7K
7 Onyx Bridge Wealth Group LLC 2.08% 204,293 $19.4M
8 Retirement Management Systems Inc. 2.06% 90,429 $8.6M
9 Bay Capital Advisors, LLC 2.02% 34,536 $3.3M
10 TRUST CO OF TOLEDO NA /OH/ 1.51% 168,051 $15.9M
11 WealthPoint Financial, LLC 1.15% 14,118 $1.3M
12 Powers Advisory Group, LLC 0.86% 25,744 $2.4M
13 FLAGSHIP HARBOR ADVISORS, LLC 0.63% 151,627 $14.4M
14 FIRST NATIONAL BANK SIOUX FALLS 0.59% 22,226 $2.2M
15 Capital Asset Advisory Services LLC 0.45% 119,177 $11.8M
16 Etesian Wealth Advisors, Inc. 0.41% 13,523 $1.3M
17 WILLNER & HELLER, LLC 0.33% 4,696 $445K
18 United Advisor Group, LLC 0.33% 28,266 $2.7M
19 Nova Wealth Management, Inc. 0.31% 5,045 $478K
20 NBC SECURITIES, INC. 0.29% 40,978 $3.9M
21 Atlas Brown,Inc. 0.27% 9,596 $909K
22 Cooper Financial Group 0.27% 28,151 $2.7M
23 PCG Wealth Advisors, LLC 0.27% 11,164 $1.1M
24 OPPENHEIMER & CO INC 0.23% 197,770 $18.7M
25 Farrell Financial LLC 0.20% 3,596 $341K
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 (WTV)

What does the Smart Money Trend signal show for WTV?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added WTV 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 WTV?

More buyers than sellers — 73% buying: Last quarter: 139 funds were net buyers (40 opened a brand new position + 99 added to an existing one). Only 52 were sellers (37 trimmed + 15 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WTV holders?

Strong quality — 34% AUM from major funds: 11 of 196 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 WTV?

Mostly new holders — 41% entered in last year: Only 39 funds (20%) 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.

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.