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

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

As of today, DLN has moved -0.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.1%. Since the quarter end (June 30, 2026), DLN gained +4.9% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

Wisdomtree Tr (DLN)

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

Smart Money Signals — DLN

Based on 465 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 10 quarters in a row

last 6Q

For 10 consecutive quarters, more hedge funds added DLN 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

465 hedge funds hold DLN 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

+57 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 — 54% buying

196 buying170 selling

Last quarter: 196 funds bought or added vs 170 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: 41 → 33 → 52 → 46. 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.

🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new

286 out of 465 hedge funds have held DLN 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

39 → 41 → 33 → 52 → 46 new funds/Q

New funds entering each quarter: 41 → 33 → 52 → 46. A growing number of institutions are discovering DLN each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 63% veterans vs 23% newcomers

■ 63% veterans ■ 14% 1-2yr ■ 23% new

Entry-cohort mix of 465 holders: 293 (63%) are 2+ year veterans, 66 entered 1–2 years ago, and 106 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds

29 of 465 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in DLN. 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	476	465	2.37%
13F Shares	43M	42M	2.83%
Total Value	$4.15B	$3.67B	13.17%
New Positions	38	46	-8
Increased Positions	156	150	+6
Closed Positions	27	35	-8
Reduced Positions	131	135	-4
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

476

465

2.37%

13F Shares

43M

42M

2.83%

Total Value

$4.15B

$3.67B

13.17%

New Positions

-8

Increased Positions

156

150

Closed Positions

-8

Reduced Positions

131

135

-4

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

476 + investors

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

QUARTER:

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

Top 25 DLN holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Fox Financial, Inc	20.92%	311,911	$30.0M
2	Lee, Kelleher & Klein Wealth Management	19.21%	381,301	$36.7M
3	truNorth Financial Services, Inc.	12.96%	150,248	$14.5M
4	Waterway Wealth Management, LLC	11.59%	655,697	$56.8M
5	Clg LLC	9.74%	460,674	$44.4M
6	NerdWallet Wealth Partners, LLC	8.76%	263,948	$25.4M
7	FIDELIS iM, LLC	8.62%	262,348	$25.3M
8	Odyssey Group, LLC	6.46%	247,638	$23.9M
9	TopTier Wealth Management, LLC	6.40%	109,947	$10.6M
10	Fairway Wealth LLC	5.78%	262,387	$25.3M
11	Imprint Wealth LLC	5.03%	12,855	$1.2M
12	Trilogy Capital Inc.	4.47%	1,196,646	$115.3M
13	IAG Wealth Partners, LLC	3.84%	402,998	$38.8M
14	One Wealth Map LLC	3.41%	76,725	$7.5M
15	MidAtlantic Capital Management, Inc.	2.87%	47,969	$4.6M
16	Strategic Family Wealth Counselors, L.L.C.	2.76%	123,010	$11.8M
17	LRI Investments, LLC	2.56%	330,573	$31.8M
18	Avant Capital LLC	2.32%	38,502	$3.7M
19	Great Valley Advisor Group, INC.	2.25%	1,476,721	$142.2M
20	Revolve Wealth Partners, LLC	1.98%	198,080	$19.1M
21	Dickmeyer Boyce Financial Management, Inc.	1.72%	34,363	$3.3M
22	Moller Wealth Partners	1.60%	91,793	$8.8M
23	Key FInancial Inc	1.51%	96,015	$9.2M
24	Etesian Wealth Advisors, Inc.	1.49%	52,179	$5.0M
25	Centennial Wealth Advisory LLC	1.42%	68,419	$6.6M

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 (DLN)

What does the Smart Money Trend signal show for DLN?

Buying streak — 10 quarters in a row: For 10 consecutive quarters, more hedge funds added DLN 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 DLN?

Slight buying edge — 54% buying: Last quarter: 196 funds bought or added vs 170 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 DLN holders?

Elite ownership — 47% AUM from top-100 funds: 29 of 465 holders are among the 100 largest funds by AUM, controlling 47% of total institutional value in DLN. 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 DLN?

62% of holders stayed for 2+ years: 286 out of 465 hedge funds have held DLN 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 (DLN) following the 2026 Q2 hedge fund 13F filings?

As of today, DLN has moved -0.5% since the 2026 Q2 13F filing date (August 14, 2026), compared to -99.6% for the SPY sector ETF — an outperformance of +99.1%. Since the quarter end (June 30, 2026), DLN has gained +4.9% vs -99.6% for SPY. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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 (DLN)

Smart Money Signals — DLN

Buying streak — 10 quarters in a row

At the ownership peak (100% of max)

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

Slight buying edge — 54% buying

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

62% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 63% veterans vs 23% newcomers

Elite ownership — 47% AUM from top-100 funds

Institutional Sentiment Summary — DLN

Hedge Fund Ownership: DLN

Market Analysis: DLN

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DLN

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

Hedge Fund Positioning: DLN

Statistics: DLN

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Wisdomtree Tr (DLN)

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