Wisdomtree Tr (DWM) Hedge Fund Ownership (Q2 2026)

Wisdomtree Tr (DWM)

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

Smart Money Signals — DWM

Based on 135 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q

For 2 consecutive quarters, more hedge funds added DWM 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

135 hedge funds hold DWM 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 — +13% more funds vs a year ago

fund count last 6Q

+16 new funds entered over the past year (+13% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 54% buying

62 buying53 selling

Last quarter: 62 funds bought or added vs 53 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 — ~15 new funds per quarter

new funds entering per quarter

Funds opening this position for the first time: 15 → 11 → 18 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.

🔒

69% of holders stayed for 2+ years

■ 69% conviction (2yr+) ■ 15% medium ■ 16% new

93 out of 135 hedge funds have held DWM 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

14 → 15 → 11 → 18 → 15 new funds/Q

New funds entering each quarter: 15 → 11 → 18 → 15. A growing number of institutions are discovering DWM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.

🏛️

Veteran-anchored — 72% veterans vs 19% newcomers

■ 72% veterans ■ 10% 1-2yr ■ 19% new

Entry-cohort mix of 135 holders: 97 (72%) are 2+ year veterans, 13 entered 1–2 years ago, and 25 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 50% AUM from top-100 funds

50% from top-100 AUM funds

18 of 135 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in DWM. 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.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	135	131	3.05%
13F Shares	6M	6M	-1.36%
Total Value	$393M	$379M	3.77%
New Positions	15	18	-3
Increased Positions	47	41	+6
Closed Positions	11	11	-
Reduced Positions	42	39	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

135

131

3.05%

13F Shares

-1.36%

Total Value

$393M

$379M

3.77%

New Positions

-3

Increased Positions

Closed Positions

Reduced Positions

Total Calls

Total Puts

PUT/CALL Ratio

0.0

Bullish

Institutional Holders (2026 Q2)

135 + investors

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

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 DWM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	LRI Investments, LLC	2.27%	386,413	$28.3M
2	Smallwood Wealth Investment Management, LLC	1.89%	59,018	$4.3M
3	Moller Wealth Partners	1.29%	97,736	$7.2M
4	Envision Financial LLC	1.19%	35,344	$2.6M
5	TopTier Wealth Management, LLC	1.18%	26,593	$1.9M
6	Key FInancial Inc	0.75%	62,725	$4.6M
7	Frazier Financial Advisors, LLC	0.62%	16,754	$1.2M
8	Shakespeare Wealth Management, LLC	0.52%	26,612	$1.9M
9	Brightwater Advisory LLC	0.50%	10,814	$792K
10	NewSquare Capital LLC	0.43%	79,206	$5.8M
11	Kondo Wealth Advisors, Inc.	0.38%	15,412	$1.1M
12	Plimoth Trust Co LLC	0.36%	24,571	$1.8M
13	Tobias Financial Advisors, INC.	0.35%	38,077	$2.8M
14	Valmark Advisers, Inc.	0.24%	309,102	$22.6M
15	Cape Ann Savings Bank	0.23%	6,794	$497K
16	Jfs Wealth Advisors, LLC	0.23%	63,202	$4.6M
17	Falcon Wealth Planning	0.19%	40,548	$3.0M
18	4wealth Advisors, INC.	0.17%	3,069	$223K
19	Thrive Capital Management, LLC	0.17%	12,348	$904K
20	Howard Wealth Management, LLC	0.15%	5,615	$411K
21	Pinnacle Wealth Planning Services, Inc.	0.11%	15,793	$1.2M
22	Pinnacle Financial Group, LLC / IL	0.11%	5,981	$438K
23	Hickory Point Bank & Trust	0.10%	2,266	$166K
24	Courier Capital LLC	0.10%	27,091	$2.0M
25	New Perspectives, Inc	0.09%	4,175	$306K

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 (DWM)

What does the Smart Money Trend signal show for DWM?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added DWM 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 DWM?

Slight buying edge — 54% buying: Last quarter: 62 funds bought or added vs 53 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 DWM holders?

Elite ownership — 50% AUM from top-100 funds: 18 of 135 holders are among the 100 largest funds by AUM, controlling 50% of total institutional value in DWM. 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 DWM?

69% of holders stayed for 2+ years: 93 out of 135 hedge funds have held DWM 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.

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Wisdomtree Tr (DWM)

Smart Money Signals — DWM

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Steady growth — +13% more funds vs a year ago

Slight buying edge — 54% buying

Steady new buyers — ~15 new funds per quarter

69% of holders stayed for 2+ years

Growing discovery — still being found

Veteran-anchored — 72% veterans vs 19% newcomers

Elite ownership — 50% AUM from top-100 funds

Institutional Sentiment Summary — DWM

Hedge Fund Ownership: DWM

Market Analysis: DWM

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: DWM

Hedge Fund Positioning: DWM

Statistics: DWM

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Wisdomtree Tr (DWM)

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