Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (DTD)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +14
Streak
1Q ▲
Buyers last Q
56%

Smart Money Signals — DTD

Based on 202 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added DTD 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
202 hedge funds hold DTD 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 — +7% more funds vs a year ago

fund count last 6Q
+13 new funds entered over the past year (+7% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 56% buying

88 buying70 selling
Last quarter: 88 funds bought or added vs 70 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.
📈

More new buyers each quarter (+15 vs last Q)

new funds entering per quarter
Funds opening a new DTD position: 15 → 15 → 11 → 26. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 15% new
126 out of 202 hedge funds have held DTD 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

25 → 15 → 15 → 11 → 26 new funds/Q
New funds entering each quarter: 15 → 15 → 11 → 26. A growing number of institutions are discovering DTD each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 62% of holders stayed 2+ years

■ 62% veterans ■ 15% 1-2yr ■ 23% new
Of 202 current holders: 125 (62%) 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.
🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds
17 of 202 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in DTD. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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: DTD

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

Market Analysis: DTD

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DTD

-- --

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.

10 top-rated funds 2 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: DTD
2026 Q1 Stats Unlock in 10 days 202 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 202 188 7.45%
13F Shares 8M 8M 0.91%
Total Value $710M $697M 1.95%
New Positions 26 11 +15
Increased Positions 62 59 +3
Closed Positions 12 15 -3
Reduced Positions 58 66 -8
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DTD

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

202 + investors

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

Top 25 institutional holders of DTD — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 626 Financial, LLC 11.35% 294,902 $25.5M
2 FFG RETIREMENT ADVISORS LLC 3.03% 60,186 $5.2M
3 Melone Private Wealth, LLC 2.96% 83,860 $7.2M
4 Envision Financial LLC 2.59% 55,677 $4.8M
5 Connecticut Wealth Management, LLC 0.97% 268,910 $23.2M
6 Retirement Planning Group, LLC 0.63% 235,615 $20.3M
7 SONATA CAPITAL GROUP INC 0.61% 19,049 $1.6M
8 Breachway Investments LLC 0.51% 6,122 $529K
9 CHERRYDALE WEALTH MANAGEMENT, LLC 0.50% 18,696 $1.6M
10 Cornerstone Financial Group, LLC /NE/ 0.46% 7,800 $710K
11 EVOLUTION WEALTH MANAGEMENT INC. 0.45% 7,176 $620K
12 OxenFree Capital LLC 0.42% 9,658 $864K
13 Sharper & Granite LLC 0.40% 13,440 $1.2M
14 ATLas Financial Planning LLC 0.38% 4,900 $423K
15 Key FInancial Inc 0.26% 16,887 $1.5M
16 Certified Advisory Corp 0.25% 32,081 $2.8M
17 International Private Wealth Advisors LLC 0.24% 4,507 $389K
18 Asset Advisory Group, Inc. 0.21% 4,816 $416K
19 Quartz Partners, LLC 0.20% 6,055 $523K
20 Element Wealth, LLC 0.20% 5,614 $485K
21 AssuredPartners Investment Advisors, LLC 0.19% 20,221 $1.8M
22 Alta Wealth Advisors LLC 0.19% 6,778 $585K
23 Team Financial Group, LLC 0.18% 4,485 $387K
24 Magnolia Private Wealth, LLC 0.17% 2,921 $252K
25 Revisor Wealth Management LLC 0.17% 6,963 $601K
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 (DTD)

What does the Smart Money Trend signal show for DTD?

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

Slight buying edge — 56% buying: Last quarter: 88 funds bought or added vs 70 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 DTD holders?

Elite ownership — 54% AUM from top-100 funds: 17 of 202 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in DTD. 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 DTD?

62% of holders stayed for 2+ years: 126 out of 202 hedge funds have held DTD 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.