Wisdomtree Tr (DDWM) Hedge Fund Ownership (Q1 2026)

Q: Is it too late to buy Wisdomtree Tr (DDWM) following the 2026 Q2 hedge fund 13F filings?

As of today, DDWM has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), DDWM gained +3.3% vs +4.0% 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 (DDWM)

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

Smart Money Signals — DDWM

Based on 141 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 11 quarters in a row

last 6Q

For 11 consecutive quarters, more hedge funds added DDWM 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

141 hedge funds hold DDWM 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 — +57% more funds vs a year ago

fund count last 6Q

+51 new funds entered over the past year (+57% 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 — 67% buying

91 buying45 selling

Last quarter: 91 funds were net buyers (25 opened a brand new position + 66 added to an existing one). Only 45 were sellers (32 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~25 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 19 → 17 → 24 → 25. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

📌

Mixed — 36% long-term, 29% new

■ 36% conviction (2yr+) ■ 35% medium ■ 29% new

Of the 141 current holders: 51 (36%) held >2 years, 49 held 1–2 years, and 41 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

📈

Growing discovery — still being found

18 → 19 → 17 → 24 → 25 new funds/Q

New funds entering each quarter: 19 → 17 → 24 → 25. A growing number of institutions are discovering DDWM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 43% veterans vs 40% newcomers

■ 43% veterans ■ 18% 1-2yr ■ 40% new

Entry-cohort mix of 141 holders: 60 (43%) are 2+ year veterans, 25 entered 1–2 years ago, and 56 (40%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 32% AUM from major funds

32% from top-100 AUM funds

15 of 141 holders rank in the top 100 by AUM, accounting for 32% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

4.3

out of 10

Moderate Exit Risk

Exit risk score 4.3/10 — 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.

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	141	128	10.16%
13F Shares	25M	23M	10.51%
Total Value	$1.11B	$1.00B	10.27%
New Positions	25	24	+1
Increased Positions	66	64	+2
Closed Positions	12	8	+4
Reduced Positions	32	26	+6
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

141

128

10.16%

13F Shares

25M

23M

10.51%

Total Value

$1.11B

$1.00B

10.27%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

141 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DDWM. 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.

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

Top 25 DDWM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	SK Wealth Management, LLC	7.45%	693,751	$33.1M
2	Choice Wealth Advisors LLC	5.78%	356,619	$16.5M
3	Park National Corp /Oh/	4.86%	3,761,775	$173.7M
4	Vericrest Private Wealth	3.67%	89,313	$4.1M
5	Premier Private Wealth Management LLC	3.32%	82,143	$3.8M
6	Frazier Financial Advisors, LLC	3.22%	137,883	$6.4M
7	Impact Capital Partners LLC	3.05%	242,152	$11.2M
8	Burns Matteson Capital Management, LLC	2.76%	190,915	$8.8M
9	Horizon Wealth Management, LLC	2.60%	442,514	$20.4M
10	Columbia Advisory Partners LLC	2.16%	84,667	$3.9M
11	Capital Asset Advisory Services LLC	2.10%	1,255,404	$58.0M
12	Tidemark, LLC	1.95%	187,217	$8.6M
13	Pursuit Wealth Strategies, LLC	1.92%	31,925	$1.5M
14	Hennion & Walsh Asset Management, Inc.	1.89%	1,433,747	$66.2M
15	Stratos Investment Management, LLC	1.02%	611,848	$28.3M
16	Optima Capital LLC	0.92%	50,715	$2.3M
17	Axxcess Wealth Management, LLC	0.91%	1,241,604	$57.3M
18	Oregon Pacific Wealth Management, LLC	0.71%	16,447	$760K
19	TCFG Investment Advisors, LLC	0.52%	32,870	$1.5M
20	Portland Financial Advisors Inc	0.52%	6,113	$282K
21	HF Advisory Group, LLC	0.42%	29,470	$1.4M
22	Alchemi Wealth, LLC	0.42%	19,189	$886K
23	Evolution Wealth Management INC.	0.41%	15,071	$696K
24	Occidental Asset Management, LLC	0.39%	86,100	$4.0M
25	World Equity Group, INC.	0.34%	33,314	$1.5M

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 (DDWM)

What does the Smart Money Trend signal show for DDWM?

Buying streak — 11 quarters in a row: For 11 consecutive quarters, more hedge funds added DDWM 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 DDWM?

More buyers than sellers — 67% buying: Last quarter: 91 funds were net buyers (25 opened a brand new position + 66 added to an existing one). Only 45 were sellers (32 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DDWM holders?

Strong quality — 32% AUM from major funds: 15 of 141 holders rank in the top 100 by AUM, accounting for 32% 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 DDWM?

Mixed — 36% long-term, 29% new: Of the 141 current holders: 51 (36%) held >2 years, 49 held 1–2 years, and 41 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Is it too late to buy Wisdomtree Tr (DDWM) following the 2026 Q2 hedge fund 13F filings?

As of today, DDWM has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the SPY sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), DDWM has gained +3.3% vs +4.0% 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 (DDWM)

Smart Money Signals — DDWM

Buying streak — 11 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +57% more funds vs a year ago

More buyers than sellers — 67% buying

Steady new buyers — ~25 new funds per quarter

Mixed — 36% long-term, 29% new

Growing discovery — still being found

Veteran-anchored — 43% veterans vs 40% newcomers

Strong quality — 32% AUM from major funds

Institutional Sentiment Summary — DDWM

Hedge Fund Ownership: DDWM

Market Analysis: DDWM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DDWM

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

Hedge Fund Positioning: DDWM

Statistics: DDWM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Wisdomtree Tr (DDWM)

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