Wisdomtree Tr (DDLS): Hedge Fund Ownership & Smart Money Signals (Q1 2026)

Q: Is it too late to buy Wisdomtree Tr (DDLS) following the 2026 Q1 hedge fund 13F filings?

As of today, DDLS has moved -2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the SPY sector ETF — an outperformance of -2.9%. Since the quarter end (March 31, 2026), DDLS gained +1.5% vs +13.7% 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.

Wisdomtree Tr (DDLS)

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

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%

+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.

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

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

2.44%

13F Shares

26.58%

Total Value

$68M

$61M

11.08%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q1)

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

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	9.27%	222,585	$9.7M
2	Berkeley, Inc	2.69%	184,424	$8.0M
3	High Note Wealth, LLC	1.12%	131,346	$5.7M
4	Tounjian Advisory Partners, LLC	0.23%	14,590	$634K
5	JT Stratford LLC	0.21%	37,335	$1.6M
6	United Advisor Group, LLC	0.13%	23,613	$1.0M
7	Kestra Private Wealth Services, LLC	0.12%	217,816	$9.5M
8	Certuity, LLC	0.12%	40,545	$1.8M
9	AE Wealth Management LLC	0.06%	252,313	$11.0M
10	Frazier Financial Advisors, LLC	0.04%	1,752	$76K
11	Medallion Wealth Advisors, LLC	0.01%	875	$31K
12	Lido Advisors, LLC	0.01%	80,622	$3.5M
13	Cetera Investment Advisers	0.01%	202,637	$8.8M
14	Compound Planning, Inc.	0.01%	6,126	$266K
15	Rossby Financial, LCC	0.01%	629	$28K
16	Larson Financial Group LLC	0.01%	3,700	$161K
17	Composition Wealth, LLC	0.00%	6,896	$300K
18	Modera Wealth Management, LLC	0.00%	5,605	$244K
19	Creative Financial Designs Inc /Adv	0.00%	549	$24K
20	Geneos Wealth Management Inc.	0.00%	1,281	$56K
21	LPL Financial LLC	0.00%	55,208	$2.4M
22	Mercer Global Advisors Inc /Adv	0.00%	8,744	$380K
23	Quantinno Capital Management LP	0.00%	5,359	$233K
24	IFP Advisors, Inc	0.00%	411	$18K
25	Commonwealth Equity Services, LLC	0.00%	5,720	$249K

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.

Is it too late to buy Wisdomtree Tr (DDLS) following the 2026 Q1 hedge fund 13F filings?

As of today, DDLS has moved -2.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +0.1% for the SPY sector ETF — an outperformance of -2.9%. Since the quarter end (March 31, 2026), DDLS has gained +1.5% vs +13.7% 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.

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Wisdomtree Tr (DDLS)

Smart Money Signals — DDLS

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +14% more funds vs a year ago

Slight buying edge — 59% buying

Steady new buyers — ~8 new funds per quarter

45% of holders stayed for 2+ years

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

Steady discovery — ~8 new funds/quarter

Veteran-anchored — 45% veterans vs 38% newcomers

Smaller funds dominant — 7% AUM from top-100

Institutional Sentiment Summary — DDLS

Hedge Fund Ownership: DDLS

Market Analysis: DDLS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DDLS

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

Hedge Fund Positioning: DDLS

Statistics: DDLS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q1)

Frequently Asked Questions — Wisdomtree Tr (DDLS)

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