Stock Analysis

Data Source: SEC EDGAR 13F

Updated Hourly

Wisdomtree Tr (DWM)

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

Net Flow Q/Q

↑ +8

Streak

1Q ▲

Buyers last Q

55%

Smart Money Signals — DWM

Based on 131 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q

For 1 consecutive quarter, 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

131 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 — +15% more funds vs a year ago

fund count last 6Q

+17 new funds entered over the past year (+15% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.

🟡

Slight buying edge — 55% buying

59 buying49 selling

Last quarter: 59 funds bought or added vs 49 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 (+7 vs last Q)

new funds entering per quarter

Funds opening a new DWM position: 13 → 15 → 11 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

69% of holders stayed for 2+ years

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

91 out of 131 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 — ~18 new funds/quarter

12 → 13 → 15 → 11 → 18 new funds/Q

New funds entering each quarter: 13 → 15 → 11 → 18. Consistent flow of new institutional buyers without clear acceleration or slowdown.

🏛️

Veteran-anchored — 70% veterans vs 21% newcomers

■ 70% veterans ■ 9% 1-2yr ■ 21% new

Entry-cohort mix of 131 holders: 92 (70%) are 2+ year veterans, 12 entered 1–2 years ago, and 27 (21%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 51% AUM from top-100 funds

51% from top-100 AUM funds

16 of 131 holders are among the 100 largest funds by AUM, controlling 51% 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 2026 Q1, 59 hedge funds were net buyers of DWM (18 opened a new position, 41 added to an existing one), while 49 reduced or exited (39 trimmed, 10 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 51% of total institutional value in DWM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +8 funds (more new holders than closures). Total institutional holders: 131.

Hedge Fund Ownership: DWM

How many hedge funds hold DWM — quarterly history vs. share price

Quarterly hedge fund ownership of DWM vs. share price

Stock Performance

Real-time

Is It Too Late to Buy Wisdomtree Tr (DWM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much DWM has moved relative to its sector benchmark (SPY) since the 2026 Q2 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End June 30, 2026 · 9d ago

DWM

+0.1%

SPY

-0.2%

DWM outperformed SPY by +0.3% since June 30, 2026.

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?

Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

8 top-rated funds 2 high-conviction

Consensus

4.1

/ 10

breadth

Elite

2.1

/ 10

conviction

Hedge Fund Positioning: DWM

2026 Q2 Stats Unlock in 41 days 129 + Investors

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

Metric	All 13F Filers (2026 Q1)	Prior (2025 Q4)	Change
Funds Holding	129	123	4.88%
13F Shares	6M	6M	0.08%
Total Value	$378M	$385M	-1.67%
New Positions	17	11	+6
Increased Positions	41	41	-
Closed Positions	11	11	-
Reduced Positions	39	36	+3
Total Calls	0	0	-
Total Puts	0	0	-
PUT/CALL Ratio	0.0	0.0	Bullish

Statistics: DWM

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Financial Highlights

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Institutional Holders (2026 Q2)

129 + 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 1 DWM holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Inspirion Wealth Advisors, LLC	0.05%	6,344	$464K

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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 55% buying: Last quarter: 59 funds bought or added vs 49 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 — 51% AUM from top-100 funds: 16 of 131 holders are among the 100 largest funds by AUM, controlling 51% 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: 91 out of 131 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.

Is it too late to buy Wisdomtree Tr (DWM) following the 2026 Q2 hedge fund 13F filings?

Since the quarter end (June 30, 2026), DWM has gained +0.1% vs -0.2% for SPY. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.