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

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

As of today, DLS 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), DLS gained +5.7% vs +3.4% 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 (DLS)

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

Smart Money Signals — DLS

Based on 205 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 DLS 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

205 hedge funds hold DLS 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 — +11% more funds vs a year ago

fund count last 6Q

+20 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟠

More sellers than buyers — 45% buying

74 buying92 selling

Last quarter: 92 funds reduced or exited vs 74 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter

Funds opening a new DLS position: 23 → 17 → 16 → 25. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 17% medium ■ 14% new

141 out of 205 hedge funds have held DLS 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 — ~25 new funds/quarter

17 → 23 → 17 → 16 → 25 new funds/Q

New funds entering each quarter: 23 → 17 → 16 → 25. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 70% veterans vs 17% newcomers

■ 70% veterans ■ 13% 1-2yr ■ 17% new

Entry-cohort mix of 205 holders: 143 (70%) are 2+ year veterans, 27 entered 1–2 years ago, and 35 (17%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds

23 of 205 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

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	202	193	4.66%
13F Shares	4M	4M	2.93%
Total Value	$353M	$353M	0.19%
New Positions	23	16	+7
Increased Positions	49	54	-5
Closed Positions	14	16	-2
Reduced Positions	78	74	+4
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

202

193

4.66%

13F Shares

2.93%

Total Value

$353M

0.19%

New Positions

Increased Positions

-5

Closed Positions

-2

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

202 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in DLS. 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 DLS holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Grove Street Fiduciary, LLC	1.53%	43,141	$3.6M
2	LRI Investments, LLC	1.30%	193,131	$16.2M
3	Marathon Strategic Advisors, LLC	1.20%	25,385	$2.1M
4	Wealth Care LLC	1.17%	17,263	$1.4M
5	WESCAP Management Group, Inc.	0.96%	61,071	$5.1M
6	Great Point Wealth Advisors, LLC	0.91%	67,323	$5.6M
7	Family Wealth Partners, LLC	0.91%	35,382	$3.0M
8	Stonebridge Wealth Management, LLC	0.80%	10,641	$892K
9	Towle & Co	0.79%	27,955	$2.3M
10	Elwood & Goetz Wealth Advisory Group, LLC	0.70%	56,877	$4.8M
11	BIP Wealth, LLC	0.63%	265,198	$22.2M
12	Waterfront Wealth Inc.	0.62%	47,517	$4.0M
13	Impact Capital Partners LLC	0.59%	25,622	$2.1M
14	Bruce G. Allen Investments, LLC	0.56%	10,580	$886K
15	Tandem Investment Partners LLC	0.39%	6,025	$505K
16	Sharper & Granite LLC	0.38%	14,493	$1.2M
17	Savant Capital, LLC	0.36%	1,475,277	$121.9M
18	Longview Financial Advisors LLC	0.35%	8,417	$705K
19	Evanson Financial, LLC	0.33%	81,712	$6.8M
20	Addison Advisors LLC	0.31%	7,712	$646K
21	Williams & Novak Wealth Management, LLC	0.30%	5,353	$449K
22	Camelot Portfolios, LLC	0.27%	4,686	$393K
23	Sound Stewardship, LLC	0.25%	7,376	$618K
24	Envision Financial LLC	0.25%	6,568	$550K
25	Robinswood Financial LLC	0.24%	9,997	$660K

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 (DLS)

What does the Smart Money Trend signal show for DLS?

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

More sellers than buyers — 45% buying: Last quarter: 92 funds reduced or exited vs 74 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for DLS holders?

Strong quality — 20% AUM from major funds: 23 of 205 holders rank in the top 100 by AUM, accounting for 20% 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 DLS?

69% of holders stayed for 2+ years: 141 out of 205 hedge funds have held DLS 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 (DLS) following the 2026 Q2 hedge fund 13F filings?

As of today, DLS 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), DLS has gained +5.7% vs +3.4% 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.

Market Cap	--
Enterprise Value	--
Trailing P/E	--
Forward P/E	--
PEG Ratio (5yr expected)	--
Price/Sales (ttm)	--
Price/Book (mrq)	--
Enterprise Value/Revenue	--
Enterprise Value/EBITDA	--
Beta (5Y Monthly)	--
Short Ratio (Days to Cover)	--
Short % of Float	--

Profit Margin	--
Return on Assets (ttm)	--
Return on Equity (ttm)	--

Revenue (ttm)	--
Net Income Avi to Common (ttm)	--
Diluted EPS (ttm)	--
Total Cash (mrq)	--
Total Debt/Equity (mrq)	--
Levered Free Cash Flow (ttm)	--

Wisdomtree Tr (DLS)

Smart Money Signals — DLS

Buying streak — 1 quarter in a row

At the ownership peak (100% of max)

Steady growth — +11% more funds vs a year ago

More sellers than buyers — 45% buying

More new buyers each quarter (+9 vs last Q)

69% of holders stayed for 2+ years

Steady discovery — ~25 new funds/quarter

Veteran-anchored — 70% veterans vs 17% newcomers

Strong quality — 20% AUM from major funds

Institutional Sentiment Summary — DLS

Hedge Fund Ownership: DLS

Market Analysis: DLS

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DLS

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

Hedge Fund Positioning: DLS

Statistics: DLS

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Wisdomtree Tr (DLS)

Welcome to 13Foresight!