Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (DON)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +9
Streak
3Q ▲
Buyers last Q
50%

Smart Money Signals — DON

Based on 473 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 DON 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
473 hedge funds hold DON 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
+47 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.
🟡

Slight buying edge — 50% buying

201 buying205 selling
Last quarter: 201 funds bought or added vs 205 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 — ~44 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 33 → 62 → 41 → 44. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 21% medium ■ 17% new
293 out of 473 hedge funds have held DON 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 — ~44 new funds/quarter

36 → 33 → 62 → 41 → 44 new funds/Q
New funds entering each quarter: 33 → 62 → 41 → 44. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 65% veterans vs 21% newcomers

■ 65% veterans ■ 14% 1-2yr ■ 21% new
Entry-cohort mix of 473 holders: 306 (65%) are 2+ year veterans, 66 entered 1–2 years ago, and 101 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
27 of 472 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in DON. 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.

Institutional Sentiment Summary — DON

In 2026 Q2, 201 hedge funds were net buyers of DON (44 opened a new position, 157 added to an existing one), while 205 reduced or exited (170 trimmed, 35 sold completely) — a 50% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 46% of total institutional value in DON is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +9 funds (more new holders than closures). Total institutional holders: 473.

Hedge Fund Ownership: DON

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

Market Analysis: DON

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DON

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

7 top-rated funds 9 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
3.5
/ 10
conviction
Hedge Fund Positioning: DON
472 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 472 464 1.72%
13F Shares 41M 41M 0.37%
Total Value $2.25B $2.09B 7.34%
New Positions 44 41 +3
Increased Positions 157 145 +12
Closed Positions 35 26 +9
Reduced Positions 170 178 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DON

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Institutional Holders (2026 Q2)

472 + investors

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

QUARTER:
Top 25 DON holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Three Bearings Fiduciary Advisors, Inc. 14.40% 284,239 $16.1M
2 Lee, Kelleher & Klein Wealth Management 6.59% 222,951 $12.6M
3 Roan Capital Partners 5.14% 109,694 $6.2M
4 MJT & Associates Financial Advisory Group, Inc. 4.59% 122,710 $6.9M
5 Viaable, LLC 3.84% 81,845 $4.6M
6 Linscomb Wealth, Inc. 3.74% 1,527,377 $86.3M
7 Dickmeyer Boyce Financial Management, Inc. 3.65% 124,755 $7.1M
8 Marion Wealth Management 3.65% 317,689 $18.0M
9 Harbour Wealth Management Group, Inc. 3.29% 86,114 $4.9M
10 Melone Private Wealth, LLC 3.27% 151,892 $8.6M
11 Frazier Financial Advisors, LLC 2.71% 94,923 $5.4M
12 IAG Wealth Partners, LLC 2.63% 470,081 $26.6M
13 Precedent Wealth Partners, LLC 2.10% 223,446 $12.6M
14 Sage Capital Management, LLC 1.76% 79,919 $4.5M
15 Stonebridge Financial Group, LLC 1.70% 396,757 $22.4M
16 Grey Ledge Advisors, LLC 1.58% 138,793 $7.8M
17 Concord Wealth Partners 1.52% 234,616 $13.3M
18 Concord Asset Management, LLC/VA 1.46% 167,105 $9.4M
19 TopTier Wealth Management, LLC 1.33% 38,931 $2.2M
20 Copper Harbor Investment Advisors, LLC 1.29% 107,806 $6.1M
21 Apeiron RIA LLC 1.28% 88,465 $5.0M
22 Oxinas Partners, LLC 1.09% 49,112 $2.8M
23 Capital Investment Counsel, LLC 1.04% 148,059 $8.4M
24 Nikulski Financial, Inc. 0.98% 80,685 $4.6M
25 JPL Wealth Management, LLC 0.97% 86,608 $4.9M
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 (DON)

What does the Smart Money Trend signal show for DON?

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

Slight buying edge — 50% buying: Last quarter: 201 funds bought or added vs 205 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 DON holders?

Elite ownership — 46% AUM from top-100 funds: 27 of 472 holders are among the 100 largest funds by AUM, controlling 46% of total institutional value in DON. 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 DON?

62% of holders stayed for 2+ years: 293 out of 473 hedge funds have held DON 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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