Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (QSIG)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -3
Streak
1Q ▼
Buyers last Q
71%

Smart Money Signals — QSIG

Based on 24 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their QSIG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 86% of 3.0Y peak

86% of all-time peak
24 funds currently hold this stock — 86% of the 3.0-year high of 28 funds (reached 2025 Q1). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 14% fewer funds vs a year ago

fund count last 6Q
4 fewer hedge funds hold QSIG compared to a year ago (-14% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 71% buying

17 buying7 selling
Last quarter: 17 funds were net buyers (1 opened a brand new position + 16 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 4 → 4 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 29% medium ■ 8% new
15 out of 24 hedge funds have held QSIG 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.
📊

Peak discovery — momentum slowing

9 → 2 → 4 → 4 → 1 new funds/Q
New funds entering each quarter: 2 → 4 → 4 → 1. QSIG is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 75% veterans vs 25% newcomers

■ 75% veterans ■ 0% 1-2yr ■ 25% new
Entry-cohort mix of 24 holders: 18 (75%) are 2+ year veterans, 0 entered 1–2 years ago, and 6 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
3 of 23 holders rank in the top 100 by AUM, accounting for 24% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.5
out of 10
Low Exit Risk
Exit risk score 2.5/10 — 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 — QSIG

In 2026 Q1, 17 hedge funds were net buyers of QSIG (1 opened a new position, 16 added to an existing one), while 7 reduced or exited (3 trimmed, 4 sold completely) — a 71% buyer ratio, indicating clear institutional accumulation. 24% of total institutional value in QSIG is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 24.

Hedge Fund Ownership: QSIG

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

Market Analysis: QSIG

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: QSIG

-- --

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.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.4
/ 10
conviction
Hedge Fund Positioning: QSIG
27 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 27 24 12.5%
13F Shares 913K 1M -10.94%
Total Value $44M $50M -11.91%
New Positions 7 1 +6
Increased Positions 9 16 -7
Closed Positions 3 4 -1
Reduced Positions 7 3 +4
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: QSIG

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Institutional Holders (2026 Q2)

27 + investors

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

QUARTER:
Top 25 QSIG holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Invenio Wealth Partners LLC 1.28% 73,862 $3.6M
2 WT Wealth Management 0.59% 44,131 $2.1M
3 WealthPoint Financial, LLC 0.53% 15,152 $732K
4 W.H. Cornerstone Investments Inc. 0.23% 8,340 $403K
5 JT Stratford LLC 0.21% 40,112 $1.9M
6 Prime Capital Investment Advisors, LLC 0.17% 357,636 $17.3M
7 Team Financial Group, LLC 0.13% 6,195 $299K
8 Smartleaf Asset Management LLC 0.06% 41,304 $2.0M
9 NewSquare Capital LLC 0.05% 14,768 $714K
10 Beacon Financial Advisory LLC 0.05% 5,316 $257K
11 RFG Advisory, LLC 0.00% 6,299 $304K
12 Concurrent Investment Advisors, LLC 0.00% 8,946 $432K
13 Harbour Investments, INC. 0.00% 3,149 $152K
14 Lanark Financial, INC. 0.00% 512 $25K
15 Global Retirement Partners, LLC 0.00% 2,094 $101K
16 LPL Financial LLC 0.00% 140,532 $6.8M
17 Osaic Holdings, INC. 0.00% 26,230 $1.3M
18 CoreCap Advisors, LLC 0.00% 760 $37K
19 Institute for Wealth Management, LLC. 0.00% 100 $5K
20 Jpmorgan Chase & Co 0.00% 79,080 $3.8M
21 Creative Financial Designs Inc /Adv 0.00% 86 $4K
22 Jane Street Group, LLC 0.00% 26,827 $1.3M
23 Smallwood Wealth Investment Management, LLC 0.00% — —
24 Mercer Global Advisors Inc /Adv 0.00% 27 $1K
25 Fmr LLC 0.00% 1 —
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 (QSIG)

What does the Smart Money Trend signal show for QSIG?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their QSIG positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for QSIG?

More buyers than sellers — 71% buying: Last quarter: 17 funds were net buyers (1 opened a brand new position + 16 added to an existing one). Only 7 were sellers (3 trimmed + 4 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for QSIG holders?

Strong quality — 24% AUM from major funds: 3 of 23 holders rank in the top 100 by AUM, accounting for 24% 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 QSIG?

62% of holders stayed for 2+ years: 15 out of 24 hedge funds have held QSIG 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.

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