Wisdomtree Tr (DHS) Hedge Fund Ownership (Q2 2026)

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

As of today, DHS has moved -0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.0% for the SPY sector ETF — an outperformance of -3.2%. Since the quarter end (June 30, 2026), DHS gained +4.6% vs +21.1% 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 (DHS)

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

Smart Money Signals — DHS

Based on 251 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q

For 3 consecutive quarters, more hedge funds added DHS 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

251 hedge funds hold DHS 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 — +9% more funds vs a year ago

fund count last 6Q

+21 new funds entered over the past year (+9% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 59% buying

113 buying79 selling

Last quarter: 113 funds bought or added vs 79 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.

⚠️

Fewer new buyers each quarter (-6 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 20 → 19 → 31 → 25. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

59% of holders stayed for 2+ years

■ 59% conviction (2yr+) ■ 25% medium ■ 16% new

148 out of 251 hedge funds have held DHS 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.

📈

Growing discovery — still being found

26 → 20 → 19 → 31 → 25 new funds/Q

New funds entering each quarter: 20 → 19 → 31 → 25. A growing number of institutions are discovering DHS each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 60% veterans vs 24% newcomers

■ 60% veterans ■ 16% 1-2yr ■ 24% new

Entry-cohort mix of 251 holders: 151 (60%) are 2+ year veterans, 41 entered 1–2 years ago, and 59 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds

21 of 251 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in DHS. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

3.6

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 Q2)	Prior (2026 Q1)	Change
Funds Holding	251	247	1.62%
13F Shares	6M	7M	-12.88%
Total Value	$676M	$727M	-6.95%
New Positions	25	31	-6
Increased Positions	88	76	+12
Closed Positions	21	14	+7
Reduced Positions	58	69	-11
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

251

247

1.62%

13F Shares

-12.88%

Total Value

$676M

$727M

-6.95%

New Positions

-6

Increased Positions

+12

Closed Positions

Reduced Positions

-11

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

251 + investors

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

QUARTER:

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

Top 25 DHS holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Stonebridge Wealth Management, LLC	8.72%	85,714	$9.7M
2	Mb, Levis & Associates, LLC	6.65%	158,666	$18.0M
3	Catalyst Investment Management LLC	3.66%	35,494	$4.0M
4	Ffg Retirement Advisors LLC	2.70%	44,787	$5.1M
5	1 North Wealth Services LLC	2.43%	65,441	$7.4M
6	Virtus Family Office LLC	1.46%	16,296	$1.9M
7	Linscomb Wealth, Inc.	1.42%	289,052	$32.9M
8	Invenio Wealth Partners LLC	1.06%	25,922	$2.9M
9	Precedent Wealth Partners, LLC	1.04%	55,000	$6.3M
10	Dickmeyer Boyce Financial Management, Inc.	0.88%	14,996	$1.7M
11	Barnes Wealth Management Group, Inc	0.81%	15,487	$1.8M
12	Fortune Financial Group, Inc.	0.79%	8,908	$1.0M
13	Axis Wealth Partners, LLC	0.71%	13,052	$1.5M
14	Pension & Wealth Management Advisors, INC.	0.58%	7,873	$678K
15	Melone Private Wealth, LLC	0.46%	10,509	$1.2M
16	Evanson Financial, LLC	0.42%	76,243	$8.7M
17	JT Stratford LLC	0.41%	33,223	$3.8M
18	Wealthspire Retirement, LLC	0.35%	56,008	$6.4M
19	SFG Wealth Management, LLC.	0.34%	8,226	$935K
20	Oxinas Partners, LLC	0.33%	7,340	$834K
21	ShoreHaven Wealth Partners, LLC	0.28%	7,804	$887K
22	Evolution Wealth Management INC.	0.26%	3,902	$444K
23	Retireful, LLC	0.22%	2,117	$241K
24	Caldwell Sutter Capital, INC.	0.20%	4,753	$540K
25	17 Capital Partners, LLC	0.19%	3,793	$431K

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 (DHS)

What does the Smart Money Trend signal show for DHS?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added DHS 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 DHS?

Slight buying edge — 59% buying: Last quarter: 113 funds bought or added vs 79 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 DHS holders?

Elite ownership — 43% AUM from top-100 funds: 21 of 251 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in DHS. 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 DHS?

59% of holders stayed for 2+ years: 148 out of 251 hedge funds have held DHS 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 (DHS) following the 2026 Q2 hedge fund 13F filings?

As of today, DHS has moved -0.2% since the 2026 Q2 13F filing date (August 14, 2026), compared to +3.0% for the SPY sector ETF — an outperformance of -3.2%. Since the quarter end (June 30, 2026), DHS has gained +4.6% vs +21.1% 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 (DHS)

Smart Money Signals — DHS

Buying streak — 3 quarters in a row

At the ownership peak (100% of max)

Steady growth — +9% more funds vs a year ago

Slight buying edge — 59% buying

Fewer new buyers each quarter (-6 vs last Q)

59% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 60% veterans vs 24% newcomers

Elite ownership — 43% AUM from top-100 funds

Institutional Sentiment Summary — DHS

Hedge Fund Ownership: DHS

Market Analysis: DHS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DHS

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

Hedge Fund Positioning: DHS

Statistics: DHS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Wisdomtree Tr (DHS)

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