Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DGRE)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — DGRE

Based on 56 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 DGRE 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
56 hedge funds hold DGRE 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 — +8% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

27 buying24 selling
Last quarter: 27 funds bought or added vs 24 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 — ~10 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 5 → 5 → 5 → 10. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

55% of holders stayed for 2+ years

■ 55% conviction (2yr+) ■ 25% medium ■ 20% new
31 out of 56 hedge funds have held DGRE 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 — ~10 new funds/quarter

10 → 5 → 5 → 5 → 10 new funds/Q
New funds entering each quarter: 5 → 5 → 5 → 10. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 57% veterans vs 25% newcomers

■ 57% veterans ■ 18% 1-2yr ■ 25% new
Entry-cohort mix of 56 holders: 32 (57%) are 2+ year veterans, 10 entered 1–2 years ago, and 14 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
12 of 56 holders rank in the top 100 by AUM, but together hold only 12% 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 — DGRE

In 2026 Q1, 27 hedge funds were net buyers of DGRE (10 opened a new position, 17 added to an existing one), while 24 reduced or exited (16 trimmed, 8 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +2 funds (more new holders than closures). Total institutional holders: 56.

Hedge Fund Ownership: DGRE

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

Market Analysis: DGRE

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DGRE

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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.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: DGRE
2026 Q2 Stats Unlock in 1 days 56 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 56 53 5.66%
13F Shares 3M 3M -21.96%
Total Value $289M $315M -8.32%
New Positions 10 5 +5
Increased Positions 17 14 +3
Closed Positions 7 5 +2
Reduced Positions 16 15 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DGRE

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Institutional Holders (2026 Q2)

56 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DGRE. 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 DGRE holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 SimpliFi, Inc. 5.31% 329,152 $13.4M
2 Noble Wealth Management PBC 0.82% 44,589 $1.8M
3 Hobbs Group Advisors, LLC 0.55% 51,387 $2.1M
4 Occidental Asset Management, LLC 0.34% 82,855 $3.4M
5 Pursuit Wealth Strategies, LLC 0.24% 4,567 $187K
6 One Capital Management, LLC 0.15% 163,381 $5.4M
7 Frazier Financial Advisors, LLC 0.13% 6,099 $249K
8 Great Waters Wealth Management 0.06% 16,652 $680K
9 United Advisor Group, LLC 0.06% 14,013 $572K
10 180 Wealth Advisors, LLC 0.05% 12,791 $523K
11 World Equity Group, INC. 0.05% 5,568 $228K
12 Capital Management Corp /Va 0.05% 8,106 $331K
13 Spinnaker Investment Group, LLC 0.04% 5,407 $221K
14 Pension & Wealth Management Advisors, INC. 0.03% 1,760 $37K
15 Clark Asset Management, LLC 0.02% 7,111 $290K
16 Farther Finance Advisors, LLC 0.01% 38,361 $1.6M
17 Orgel Wealth Management, LLC 0.01% 14,570 $595K
18 Cetera Investment Advisers 0.01% 247,113 $10.1M
19 Uhlmann Price Securities, LLC 0.01% 5,429 $222K
20 Princeton Global Asset Management LLC 0.01% 1,260 $51K
21 LPL Financial LLC 0.01% 692,966 $28.3M
22 IFP Advisors, Inc 0.01% 7,209 $294K
23 HighTower Advisors, LLC 0.00% 125,346 $5.1M
24 Lido Advisors, LLC 0.00% 42,807 $1.7M
25 Atria Investments, Inc 0.00% 9,478 $387K
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 (DGRE)

What does the Smart Money Trend signal show for DGRE?

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

Slight buying edge — 53% buying: Last quarter: 27 funds bought or added vs 24 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 DGRE holders?

Smaller funds dominant — 12% AUM from top-100: 12 of 56 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DGRE?

55% of holders stayed for 2+ years: 31 out of 56 hedge funds have held DGRE 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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