Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (DWM)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
→ 0
Streak
1Q —
Buyers last Q
53%

Smart Money Signals — DWM

Based on 123 hedge funds · latest filing: 2025 Q4 · updated quarterly

➡️

No change last quarter

last 6Q
The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
123 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 — +10% more funds vs a year ago

fund count last 6Q
+11 new funds entered over the past year (+10% 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 4 quarters from the low — a sharp move.
🟡

Slight buying edge — 53% buying

52 buying47 selling
Last quarter: 52 funds bought or added vs 47 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 — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 13 → 15 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 15% medium ■ 14% new
88 out of 123 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.
➡️

Steady discovery — ~11 new funds/quarter

17 → 12 → 13 → 15 → 11 new funds/Q
New funds entering each quarter: 12 → 13 → 15 → 11. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 73% of holders stayed 2+ years

■ 73% veterans ■ 7% 1-2yr ■ 20% new
Of 123 current holders: 90 (73%) 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 — 49% AUM from top-100 funds

49% from top-100 AUM funds
16 of 123 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.5
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.

Institutional Sentiment Summary — DWM

In 2025 Q4, 52 hedge funds were net buyers of DWM (11 opened a new position, 41 added to an existing one), while 47 reduced or exited (36 trimmed, 11 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 49% of total institutional value in DWM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 123.

Hedge Fund Ownership: DWM

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

Market Analysis: DWM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: DWM

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

12 top-rated funds 1 high-conviction
Consensus
4.8
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: DWM
2026 Q1 Stats Unlock in 1 days 115 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 115 115 -
13F Shares 6M 5M 6.88%
Total Value $381M $342M 11.18%
New Positions 11 15 -4
Increased Positions 38 35 +3
Closed Positions 11 10 +1
Reduced Positions 35 31 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: DWM

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Institutional Holders (2026 Q1)

115 + 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:
Top 25 institutional holders of DWM — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 LRI Investments, LLC 2.39% 386,546 $27.0M
2 Phillip James Consulting Co. 2.30% 37,269 $3K
3 Smallwood Wealth Investment Management, LLC 2.12% 57,609 $4.0M
4 Envision Financial LLC 1.51% 40,113 $2.8M
5 TopTier Wealth Management, LLC 1.38% 32,230 $2.3M
6 MOLLER WEALTH PARTNERS 1.36% 98,295 $6.9M
7 Key FInancial Inc 0.79% 63,808 $4.5M
8 Frazier Financial Advisors, LLC 0.65% 16,840 $1.2M
9 Brightwater Advisory LLC 0.52% 11,283 $789K
10 NewSquare Capital LLC 0.46% 76,369 $5.3M
11 Shakespeare Wealth Management, LLC 0.46% 27,955 $2.0M
12 Kondo Wealth Advisors, Inc. 0.41% 15,655 $1.1M
13 PLIMOTH TRUST CO LLC 0.39% 25,026 $1.7M
14 TOBIAS FINANCIAL ADVISORS, INC. 0.38% 39,140 $2.7M
15 JFS WEALTH ADVISORS, LLC 0.26% 65,890 $4.6M
16 Valmark Advisers, Inc. 0.26% 309,543 $21.6M
17 CAPE ANN SAVINGS BANK 0.24% 6,794 $475K
18 FLOW TRADERS U.S. LLC 0.21% 95,342 $7K
19 Thrive Capital Management, LLC 0.19% 12,292 $859K
20 4WEALTH ADVISORS, INC. 0.18% 3,080 $209K
21 HOWARD WEALTH MANAGEMENT, LLC 0.17% 5,615 $392K
22 Viewpoint Capital Management LLC 0.13% 4,100 $287K
23 Pinnacle Wealth Planning Services, Inc. 0.12% 17,279 $1.2M
24 Pinnacle Financial Group, LLC / IL 0.11% 5,973 $417K
25 COURIER CAPITAL LLC 0.10% 26,860 $1.9M
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 (DWM)

What does the Smart Money Trend signal show for DWM?

No change last quarter: The number of hedge funds holding this stock didn't change last quarter. Neither a buying nor selling signal on its own — watch the next quarter for direction.

What is the institutional breadth score for DWM?

Slight buying edge — 53% buying: Last quarter: 52 funds bought or added vs 47 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 — 49% AUM from top-100 funds: 16 of 123 holders are among the 100 largest funds by AUM, controlling 49% 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?

72% of holders stayed for 2+ years: 88 out of 123 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.

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.