Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (EMMF)

25 + Investors. Track Smart Money conviction in EMMF. 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
62%

Smart Money Signals — EMMF

Based on 25 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
25 hedge funds hold EMMF 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 — +19% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 62% buying

15 buying9 selling
Last quarter: 15 funds were net buyers (4 opened a brand new position + 11 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~4 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 7 → 4 → 3 → 4. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 24% new

■ 28% conviction (2yr+) ■ 48% medium ■ 24% new
Of the 25 current holders: 7 (28%) held >2 years, 12 held 1–2 years, and 6 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

10 → 7 → 4 → 3 → 4 new funds/Q
New funds entering each quarter: 7 → 4 → 3 → 4. EMMF is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 36% veterans, 52% new entrants

■ 36% veterans ■ 12% 1-2yr ■ 52% new
Of 25 current holders: 9 (36%) held 2+ years, 3 held 1–2 years, 13 (52%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
6 of 25 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 — EMMF

In 2025 Q4, 15 hedge funds were net buyers of EMMF (4 opened a new position, 11 added to an existing one), while 9 reduced or exited (5 trimmed, 4 sold completely) — a 62% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: flat (entries and exits balanced). Total institutional holders: 25.

Hedge Fund Ownership: EMMF

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

Market Analysis: EMMF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EMMF

-- --

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.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: EMMF
2026 Q1 Stats Unlock in 2 days 25 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 25 25 -
13F Shares 3M 3M 8.31%
Total Value $99M $89M 12.0%
New Positions 4 3 +1
Increased Positions 11 11 -
Closed Positions 4 2 +2
Reduced Positions 5 3 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EMMF

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

25 + investors

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

QUARTER:
Top 25 institutional holders of EMMF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Welch Financial Planning, LLC 2.93% 123,040 $4.1M
2 Trilogy Capital Inc. 2.75% 1,885,593 $62.4M
3 Tidemark, LLC 1.90% 226,212 $7.5M
4 GREENWOOD CAPITAL ASSOCIATES LLC 0.16% 43,523 $1.4M
5 United Advisor Group, LLC 0.09% 23,205 $768K
6 CWM, LLC 0.03% 322,839 $10.7M
7 Kestra Advisory Services, LLC 0.02% 197,280 $6.5M
8 OLD MISSION CAPITAL LLC 0.02% 35,992 $1.2M
9 Cheviot Value Management, LLC 0.02% 4,606 $153K
10 Glass Jacobson Investment Advisors llc 0.01% 749 $25K
11 Gateway Wealth Partners, LLC 0.01% 6,400 $212K
12 Signature Resources Capital Management, LLC 0.00% 225 $7K
13 Independent Advisor Alliance 0.00% 9,856 $326K
14 Stratos Wealth Partners, LTD. 0.00% 8,322 $276K
15 LPL Financial LLC 0.00% 327,683 $10.8M
16 Princeton Global Asset Management LLC 0.00% 415 $14K
17 IFP Advisors, Inc 0.00% 2,294 $76K
18 OSAIC HOLDINGS, INC. 0.00% 24,241 $803K
19 STIFEL FINANCIAL CORP 0.00% 31,402 $1.0M
20 JANE STREET GROUP, LLC 0.00% 136,632 $4.5M
21 Baird Financial Group, Inc. 0.00% 10,815 $358K
22 Mosley Wealth Management 0.00% 27 —
23 RAYMOND JAMES FINANCIAL INC 0.00% 14,832 $491K
24 WELLS FARGO & COMPANY/MN 0.00% 5,827 $193K
25 Farther Finance Advisors, LLC 0.00% 96 $3K
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 (EMMF)

What does the Smart Money Trend signal show for EMMF?

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 EMMF?

More buyers than sellers — 62% buying: Last quarter: 15 funds were net buyers (4 opened a brand new position + 11 added to an existing one). Only 9 were sellers (5 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EMMF holders?

Smaller funds dominant — 12% AUM from top-100: 6 of 25 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held EMMF?

Mixed — 28% long-term, 24% new: Of the 25 current holders: 7 (28%) held >2 years, 12 held 1–2 years, and 6 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.