Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (QHY)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +13
Streak
1Q ▲
Buyers last Q
60%

Smart Money Signals — QHY

Based on 69 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added QHY 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
69 hedge funds hold QHY 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 — +28% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+28% 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.
🟢

More buyers than sellers — 60% buying

40 buying27 selling
Last quarter: 40 funds were net buyers (17 opened a brand new position + 23 added to an existing one). Only 27 were sellers (23 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new QHY position: 13 → 8 → 4 → 17. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 26% medium ■ 23% new
35 out of 69 hedge funds have held QHY 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 — ~17 new funds/quarter

10 → 13 → 8 → 4 → 17 new funds/Q
New funds entering each quarter: 13 → 8 → 4 → 17. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 48% of holders stayed 2+ years

■ 48% veterans ■ 16% 1-2yr ■ 36% new
Of 69 current holders: 33 (48%) 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.
✅

Strong quality — 26% AUM from major funds

26% from top-100 AUM funds
11 of 69 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
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 — QHY

In 2025 Q4, 40 hedge funds were net buyers of QHY (17 opened a new position, 23 added to an existing one), while 27 reduced or exited (23 trimmed, 4 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. 26% of total institutional value in QHY is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 69.

Hedge Fund Ownership: QHY

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

Market Analysis: QHY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QHY

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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.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: QHY
2026 Q1 Stats Unlock in 9 days 69 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 69 56 23.21%
13F Shares 4M 4M 3.39%
Total Value $171M $165M 3.11%
New Positions 17 4 +13
Increased Positions 23 28 -5
Closed Positions 4 9 -5
Reduced Positions 23 21 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QHY

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Financial Highlights

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Institutional Holders (2026 Q1)

69 + investors

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

Top 25 institutional holders of QHY — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 AMERICAN FINANCIAL & TAX STRATEGIES INC 3.31% 149,652 $6.8M
2 Vericrest Private Wealth 0.75% 18,456 $840K
3 Millington Financial Advisors, LLC 0.64% 33,078 $1.5M
4 WealthPlan Investment Management, LLC 0.58% 229,310 $10.4M
5 Oxinas Partners, LLC 0.45% 21,439 $976K
6 WealthPoint Financial, LLC 0.40% 9,809 $456K
7 Melone Private Wealth, LLC 0.30% 16,105 $733K
8 Goldstone Financial Group, LLC 0.30% 59,939 $2.7M
9 Team Financial Group, LLC 0.21% 9,930 $452K
10 Collaborative Wealth Managment Inc. 0.19% 8,995 $410K
11 5T Wealth, LLC 0.14% 7,902 $360K
12 WealthPLAN Partners, LLC 0.12% 13,583 $619K
13 HOWARD BAILEY SECURITIES, LLC 0.10% 5,439 $248K
14 NBC SECURITIES, INC. 0.07% 19,319 $880K
15 NewSquare Capital LLC 0.06% 16,297 $742K
16 EVOLUTION WEALTH MANAGEMENT INC. 0.06% 1,678 $76K
17 Frazier Financial Advisors, LLC 0.04% 1,533 $70K
18 Atria Investments, Inc 0.03% 53,545 $2.4M
19 Private Advisor Group, LLC 0.02% 75,456 $3.4M
20 RFG Advisory, LLC 0.01% 12,071 $550K
21 Covestor Ltd 0.01% 309 —
22 SHP Wealth Management 0.01% 2,371 $108K
23 Geneos Wealth Management Inc. 0.01% 7,530 $343K
24 Kestra Advisory Services, LLC 0.01% 42,428 $1.9M
25 Cherry Tree Wealth Management, LLC 0.01% 624 $28K
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 (QHY)

What does the Smart Money Trend signal show for QHY?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added QHY 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 QHY?

More buyers than sellers — 60% buying: Last quarter: 40 funds were net buyers (17 opened a brand new position + 23 added to an existing one). Only 27 were sellers (23 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QHY holders?

Strong quality — 26% AUM from major funds: 11 of 69 holders rank in the top 100 by AUM, accounting for 26% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held QHY?

51% of holders stayed for 2+ years: 35 out of 69 hedge funds have held QHY 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.