Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (DTH)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -1
Streak
1Q ▼
Buyers last Q
49%

Smart Money Signals — DTH

Based on 100 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their DTH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
100 hedge funds hold DTH 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.
🚀

Fast accumulation — +39% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+39% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks. The peak was reached in just 4 quarters from the low — a sharp move.
🟠

More sellers than buyers — 49% buying

42 buying43 selling
Last quarter: 43 funds reduced or exited vs 42 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 13 → 21 → 11 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

52% of holders stayed for 2+ years

■ 52% conviction (2yr+) ■ 20% medium ■ 28% new
52 out of 100 hedge funds have held DTH 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

7 → 13 → 21 → 11 → 11 new funds/Q
New funds entering each quarter: 13 → 21 → 11 → 11. DTH 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 — 58% of holders stayed 2+ years

■ 58% veterans ■ 8% 1-2yr ■ 34% new
Of 100 current holders: 58 (58%) 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 — 53% AUM from top-100 funds

53% from top-100 AUM funds
13 of 100 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in DTH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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: DTH

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

Market Analysis: DTH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DTH

-- --

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.

9 top-rated funds 2 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: DTH
2026 Q1 Stats Unlock in 11 days 100 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 100 101 -0.99%
13F Shares 6M 6M 0.33%
Total Value $328M $311M 5.47%
New Positions 11 11 -
Increased Positions 31 37 -6
Closed Positions 12 6 +6
Reduced Positions 31 26 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DTH

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

100 + investors

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

Top 25 institutional holders of DTH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Stonebridge Wealth Management, LLC 7.50% 144,758 $7.8M
2 Freedom Day Solutions, LLC 2.66% 183,302 $9.9M
3 TCP Asset Management, LLC 1.86% 267,965 $14.5M
4 Peregrine Asset Advisers, Inc. 1.25% 86,149 $4.7M
5 Wealthcare Capital Partners, LLC 1.07% 42,143 $2.3M
6 Lansing Street Advisors 0.60% 43,765 $2.4M
7 Patten Group, Inc. 0.58% 62,210 $3.4M
8 Cooper Financial Group 0.43% 78,851 $4.3M
9 Formidable Asset Management, LLC 0.34% 43,086 $2.2M
10 Breakwater Capital Group 0.22% 30,002 $1.6M
11 Evanson Asset Management, LLC 0.20% 70,252 $3.8M
12 Crescent Grove Advisors, LLC 0.20% 37,800 $2.0M
13 BCS Private Wealth Management, Inc. 0.19% 11,404 $617K
14 Goldstone Financial Group, LLC 0.18% 30,508 $1.7M
15 Axis Wealth Partners, LLC 0.17% 6,060 $328K
16 Moors & Cabot, Inc. 0.12% 53,510 $2.9M
17 Aspire Capital Advisors LLC 0.12% 9,860 $533K
18 WealthPlan Investment Management, LLC 0.12% 38,649 $2.1M
19 ANB BANK 0.09% 4,106 $222K
20 INDEPENDENT FINANCIAL GROUP, LLC 0.09% 55,081 $3.0M
21 Tidemark, LLC 0.08% 5,952 $322K
22 KFA Private Wealth Group, LLC 0.08% 6,300 $341K
23 Wealthcare Advisory Partners LLC 0.08% 76,563 $4.1M
24 Financial Management Professionals, Inc. 0.05% 8,396 $454K
25 Wealthspire Advisors, LLC 0.05% 114,317 $6.2M
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 (DTH)

What does the Smart Money Trend signal show for DTH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their DTH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for DTH?

More sellers than buyers — 49% buying: Last quarter: 43 funds reduced or exited vs 42 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 DTH holders?

Elite ownership — 53% AUM from top-100 funds: 13 of 100 holders are among the 100 largest funds by AUM, controlling 53% of total institutional value in DTH. 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 DTH?

52% of holders stayed for 2+ years: 52 out of 100 hedge funds have held DTH 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.