Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DDLS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +1
Streak
2Q ▲
Buyers last Q
59%

Smart Money Signals — DDLS

Based on 42 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added DDLS 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
42 hedge funds hold DDLS 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
+5 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 — 59% buying

23 buying16 selling
Last quarter: 23 funds bought or added vs 16 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 — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 4 → 5 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 36% medium ■ 19% new
19 out of 42 hedge funds have held DDLS 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.
💎

Buying through price weakness — shares +27%, value +11%

Value
+11%
Shares
+26%
Last quarter: funds added +27% more shares while total portfolio value only changed +11%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

13 → 9 → 4 → 5 → 8 new funds/Q
New funds entering each quarter: 9 → 4 → 5 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 45% veterans vs 38% newcomers

■ 45% veterans ■ 17% 1-2yr ■ 38% new
Entry-cohort mix of 42 holders: 19 (45%) are 2+ year veterans, 7 entered 1–2 years ago, and 16 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
8 of 42 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 — DDLS

In 2026 Q1, 23 hedge funds were net buyers of DDLS (8 opened a new position, 15 added to an existing one), while 16 reduced or exited (9 trimmed, 7 sold completely) — a 59% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 42.

Hedge Fund Ownership: DDLS

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

Market Analysis: DDLS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DDLS

-- --

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.

1 top-rated funds 2 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: DDLS
2026 Q2 Stats Unlock in 1 days 42 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 42 41 2.44%
13F Shares 2M 1M 26.58%
Total Value $68M $61M 11.08%
New Positions 8 5 +3
Increased Positions 15 15 -
Closed Positions 7 4 +3
Reduced Positions 9 9 -
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DDLS

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Institutional Holders (2026 Q2)

42 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 DDLS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonebridge Wealth Management, LLC 8.98% 227,568 $10.0M
2 Berkeley, Inc 2.61% 189,056 $8.3M
3 High Note Wealth, LLC 1.01% 133,915 $5.9M
4 JT Stratford LLC 0.19% 38,883 $1.7M
5 Kestra Private Wealth Services, LLC 0.12% 255,125 $11.2M
6 United Advisor Group, LLC 0.11% 24,590 $1.1M
7 Certuity, LLC 0.09% 41,049 $1.8M
8 Frazier Financial Advisors, LLC 0.04% 1,752 $77K
9 AE Wealth Management LLC 0.03% 153,062 $6.7M
10 Key Capital Management, INC 0.02% 857 $38K
11 Medallion Wealth Advisors, LLC 0.01% 875 $39K
12 Lido Advisors, LLC 0.01% 81,285 $3.6M
13 Cetera Investment Advisers 0.01% 213,885 $9.4M
14 Compound Planning, Inc. 0.01% 6,006 $265K
15 Rossby Financial, LCC 0.01% 629 $28K
16 Larson Financial Group LLC 0.00% 3,700 $163K
17 Composition Wealth, LLC 0.00% 6,047 $266K
18 Creative Financial Designs Inc /Adv 0.00% 552 $24K
19 Geneos Wealth Management Inc. 0.00% 1,281 $56K
20 Mather Group, LLC. 0.00% 2,511 $111K
21 LPL Financial LLC 0.00% 51,283 $2.3M
22 Hrt Financial LP 0.00% 6,107 $269K
23 Quantinno Capital Management LP 0.00% 8,459 $373K
24 IFP Advisors, Inc 0.00% 411 $18K
25 Creative Planning 0.00% 12,111 $534K
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 (DDLS)

What does the Smart Money Trend signal show for DDLS?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DDLS 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 DDLS?

Slight buying edge — 59% buying: Last quarter: 23 funds bought or added vs 16 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 DDLS holders?

Smaller funds dominant — 7% AUM from top-100: 8 of 42 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DDLS?

45% of holders stayed for 2+ years: 19 out of 42 hedge funds have held DDLS 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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