Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (DLS)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
4Q ▲
Buyers last Q
45%

Smart Money Signals — DLS

Based on 185 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, 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 (99% of max)

99% of all-time peak
185 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 — +6% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction. The peak was reached in just 3 quarters from the low — a sharp move.
🟠

More sellers than buyers — 45% buying

69 buying85 selling
Last quarter: 85 funds reduced or exited vs 69 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.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 17 → 19 → 14 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 19% medium ■ 10% new
131 out of 185 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.
📊

Peak discovery — momentum slowing

19 → 17 → 19 → 14 → 16 new funds/Q
New funds entering each quarter: 17 → 19 → 14 → 16. DLS is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 71% of holders stayed 2+ years

■ 71% veterans ■ 10% 1-2yr ■ 18% new
Of 185 current holders: 132 (71%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds
16 of 185 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — 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.

Hedge Fund Ownership: DLS

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

Market Analysis: DLS

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DLS

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 0 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: DLS
2026 Q1 Stats Unlock in 10 days 185 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 185 182 1.65%
13F Shares 4M 5M -7.99%
Total Value $346M $365M -5.37%
New Positions 16 14 +2
Increased Positions 53 51 +2
Closed Positions 13 13 -
Reduced Positions 72 81 -9
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DLS

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Valuation Measures Data as of: --

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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 --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Income Statement & Cash Flow
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Net Income Avi to Common (ttm) --
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Institutional Holders (2026 Q1)

185 + investors

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

Top 25 institutional holders of DLS — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Neumann Capital Management, LLC 1.59% 66,219 $5.4M
2 Grove Street Fiduciary, LLC 1.55% 43,268 $3.5M
3 Marathon Strategic Advisors, LLC 1.48% 25,215 $2.1M
4 LRI Investments, LLC 1.40% 193,374 $15.8M
5 Wealth Care LLC 1.24% 17,139 $1.4M
6 Great Point Wealth Advisors, LLC 1.05% 69,693 $5.7M
7 Ocean Park Asset Management, LLC 0.99% 35,591 $2.9M
8 FAMILY WEALTH PARTNERS, LLC 0.99% 35,591 $2.9M
9 BIP Wealth, LLC 0.86% 259,514 $21.2M
10 Stonebridge Wealth Management, LLC 0.83% 10,641 $867K
11 Elwood & Goetz Wealth Advisory Group, LLC 0.78% 56,513 $4.6M
12 Waterfront Wealth Inc. 0.70% 47,052 $3.8M
13 Bruce G. Allen Investments, LLC 0.68% 12,742 $1.0M
14 Impact Capital Partners LLC 0.59% 24,077 $2.0M
15 Sharper & Granite LLC 0.44% 15,840 $1.3M
16 Longview Financial Advisors LLC 0.39% 8,774 $715K
17 Evanson Asset Management, LLC 0.36% 81,887 $6.7M
18 Envision Financial LLC 0.33% 7,598 $619K
19 Williams & Novak, LLC 0.33% 5,353 $444K
20 Addison Advisors LLC 0.30% 16,800 $1.4M
21 Savant Capital, LLC 0.30% 751,429 $61.2M
22 Camelot Portfolios, LLC 0.29% 4,738 $386K
23 Sound Stewardship, LLC 0.28% 7,370 $601K
24 Csenge Advisory Group 0.27% 73,724 $6.0M
25 McLean Asset Management Corp 0.27% 19,181 $1.6M
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 (DLS)

What does the Smart Money Trend signal show for DLS?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, 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: 85 funds reduced or exited vs 69 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?

Smaller funds dominant — 17% AUM from top-100: 16 of 185 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held DLS?

71% of holders stayed for 2+ years: 131 out of 185 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.

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.