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

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

As of today, DEW 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), DEW gained +6.0% 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 (DEW)

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

Smart Money Signals — DEW

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

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, more hedge funds added DEW 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 DEW 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 — +17% more funds vs a year ago

fund count last 6Q

+6 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟢

More buyers than sellers — 61% buying

25 buying16 selling

Last quarter: 25 funds were net buyers (7 opened a brand new position + 18 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

➡️

Steady new buyers — ~7 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 7 → 3 → 3 → 7. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 17% medium ■ 24% new

25 out of 42 hedge funds have held DEW 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.

➡️

Steady discovery — ~7 new funds/quarter

6 → 7 → 3 → 3 → 7 new funds/Q

New funds entering each quarter: 7 → 3 → 3 → 7. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 62% veterans vs 26% newcomers

■ 62% veterans ■ 12% 1-2yr ■ 26% new

Entry-cohort mix of 42 holders: 26 (62%) are 2+ year veterans, 5 entered 1–2 years ago, and 11 (26%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds

14 of 42 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in DEW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.7

out of 10

Low Exit Risk

Exit risk score 3.7/10 — 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	41	38	7.89%
13F Shares	990K	999K	-0.93%
Total Value	$64M	$62M	4.02%
New Positions	7	3	+4
Increased Positions	17	14	+3
Closed Positions	4	3	+1
Reduced Positions	12	12	-
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

7.89%

13F Shares

990K

999K

-0.93%

Total Value

$64M

$62M

4.02%

New Positions

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

41 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DEW. 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 DEW holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Stonebridge Wealth Management, LLC	5.66%	92,101	$6.3M
2	Joseph Group Capital Management	3.00%	207,600	$14.3M
3	Hudock, Inc.	0.47%	53,588	$3.7M
4	Viaable, LLC	0.29%	5,143	$352K
5	Asset Dedication, LLC	0.14%	31,784	$2.2M
6	Westco Advisory Services Inc /Adv	0.14%	3,290	$226K
7	Waddell & Associates, LLC	0.07%	20,468	$1.4M
8	Vertex Planning Partners, LLC	0.05%	5,300	$364K
9	Key FInancial Inc	0.03%	2,433	$167K
10	Global Retirement Partners, LLC	0.01%	11,414	$784K
11	IFG Advisory, LLC	0.01%	4,092	$281K
12	Daymark Wealth Partners, LLC	0.01%	5,828	$400K
13	Godfrey Financial Associates, Inc.	0.01%	156	$11K
14	SBI Securities Co., Ltd.	0.01%	3,786	$260K
15	Institute for Wealth Management, LLC.	0.00%	601	$41K
16	LPL Financial LLC	0.00%	138,300	$9.5M
17	Kestra Advisory Services, LLC	0.00%	9,365	$643K
18	Farther Finance Advisors, LLC	0.00%	3,523	$242K
19	Parallel Advisors, LLC	0.00%	1,652	$113K
20	Cetera Investment Advisers	0.00%	25,415	$1.7M
21	Raymond James Financial Inc	0.00%	72,968	$5.0M
22	&Partners	0.00%	4,768	$328K
23	Huntington National Bank	0.00%	3,969	$273K
24	Sanctuary Advisors, LLC	0.00%	3,502	$241K
25	Clearstead Advisors, LLC	0.00%	1,414	$97K

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 (DEW)

What does the Smart Money Trend signal show for DEW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added DEW 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 DEW?

More buyers than sellers — 61% buying: Last quarter: 25 funds were net buyers (7 opened a brand new position + 18 added to an existing one). Only 16 were sellers (12 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for DEW holders?

Elite ownership — 45% AUM from top-100 funds: 14 of 42 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in DEW. 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 DEW?

60% of holders stayed for 2+ years: 25 out of 42 hedge funds have held DEW 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 (DEW) following the 2026 Q2 hedge fund 13F filings?

As of today, DEW 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), DEW has gained +6.0% 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 (DEW)

Smart Money Signals — DEW

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +17% more funds vs a year ago

More buyers than sellers — 61% buying

Steady new buyers — ~7 new funds per quarter

60% of holders stayed for 2+ years

Steady discovery — ~7 new funds/quarter

Veteran-anchored — 62% veterans vs 26% newcomers

Elite ownership — 45% AUM from top-100 funds

Institutional Sentiment Summary — DEW

Hedge Fund Ownership: DEW

Market Analysis: DEW

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DEW

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

Hedge Fund Positioning: DEW

Statistics: DEW

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Wisdomtree Tr (DEW)

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