Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (WDEF)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
3Q ▲
Buyers last Q
64%

Smart Money Signals — WDEF

Based on 39 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 3Q
For 3 consecutive quarters, more hedge funds added WDEF 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
39 hedge funds hold WDEF right now — the highest count in 1.0 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.
🟢

More buyers than sellers — 64% buying

21 buying12 selling
Last quarter: 21 funds were net buyers (12 opened a brand new position + 9 added to an existing one). Only 12 were sellers (7 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 19 → 12. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔄

Mostly new holders — 87% entered in last year

0% conviction (2yr+) 13% medium 87% new
Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
📈

Growing discovery — still being found

12 → 19 → 12 new funds/Q
New funds entering each quarter: 12 → 19 → 12. A growing number of institutions are discovering WDEF each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🌱

Early stage — 100% of holders entered in last year

0% veterans 0% 1-2yr 100% new
Of 39 current holders: 39 (100%) entered in the past year, only 0 (0%) are 2+ year veterans. This is an early-phase institutional idea — still being discovered. High upside potential if the thesis plays out, but thin conviction base.

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
6 of 39 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
7.2
out of 10
High Exit Risk
Exit risk score 7.2/10 — multiple crowding signals converge. Institutional ownership is at 100% of its all-time high — near peak crowding. Crowded trades can unwind fast — a single catalyst can trigger a cascade.

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 — WDEF

In 2026 Q2, 21 hedge funds were net buyers of WDEF (12 opened a new position, 9 added to an existing one), while 12 reduced or exited (7 trimmed, 5 sold completely) — a 64% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 21% of total institutional value in WDEF is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 39.

Hedge Fund Ownership: WDEF

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

Market Analysis: WDEF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WDEF

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

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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
0.2
/ 10
conviction
Hedge Fund Positioning: WDEF
39 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 39 32 21.88%
13F Shares 796K 735K 8.27%
Total Value $21M $22M -6.21%
New Positions 12 19 -7
Increased Positions 9 8 +1
Closed Positions 5 4 +1
Reduced Positions 7 0 +7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WDEF

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Institutional Holders (2026 Q2)

39 + investors

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

QUARTER:
Top 25 WDEF holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Marks Group Wealth Management, Inc 0.48% 204,303 $5.6M
2 Security National Bank 0.17% 52,347 $1.4M
3 Forthright Family Wealth Advisory LLC 0.16% 10,383 $282K
4 Integrated Investment Consultants, LLC 0.05% 9,171 $249K
5 Regatta Research & Money Management 0.03% 1,132 $31K
6 Bison Wealth, LLC 0.02% 7,767 $234K
7 Sfmg, LLC 0.02% 10,376 $282K
8 CreativeOne Wealth, LLC 0.01% 8,900 $242K
9 Smartleaf Asset Management LLC 0.00% 5,108 $137K
10 Halbert Hargrove Global Advisors, LLC 0.00% 3,538 $96K
11 Evermay Wealth Management LLC 0.00% 1,000 $27K
12 Continuum Advisory, LLC 0.00% 1,000 $27K
13 Osaic Holdings, INC. 0.00% 53,729 $1.5M
14 Corient Private Wealth LP 0.00% 34,710 $944K
15 International Assets Investment Management, LLC 0.00% 500 $14K
16 Hickory Point Bank & Trust 0.00% 50 $1K
17 Raymond James Financial Inc 0.00% 106,736 $2.9M
18 Wealth Enhancement Advisory Services, LLC 0.00% 14,618 $408K
19 LPL Financial LLC 0.00% 81,209 $2.2M
20 Country Trust Bank 0.00% 869 $24K
21 Ancora Advisors LLC 0.00% 759 $21K
22 Private Trust Co NA 0.00% 168 $5K
23 Huntington National Bank 0.00% 2,279 $62K
24 Royal Bank of Canada 0.00% 57,641 $1.6M
25 Federation des caisses Desjardins du Quebec 0.00% 2,750 $75K
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 (WDEF)

What does the Smart Money Trend signal show for WDEF?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added WDEF 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 WDEF?

More buyers than sellers — 64% buying: Last quarter: 21 funds were net buyers (12 opened a brand new position + 9 added to an existing one). Only 12 were sellers (7 trimmed + 5 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for WDEF holders?

Strong quality — 21% AUM from major funds: 6 of 39 holders rank in the top 100 by AUM, accounting for 21% 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 WDEF?

Mostly new holders — 87% entered in last year: Only 0 funds (0%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

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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