Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Wisdomtree Tr (WTAI)

119 + Investors. Track Smart Money conviction in WTAI. 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
54%

Smart Money Signals — WTAI

Based on 119 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 WTAI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
119 hedge funds hold WTAI 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 — +34% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+34% 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.
🟡

Slight buying edge — 54% buying

56 buying47 selling
Last quarter: 56 funds bought or added vs 47 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.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 17 → 22 → 25 → 14. 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.
📌

Mixed — 34% long-term, 31% new

■ 34% conviction (2yr+) ■ 34% medium ■ 31% new
Of the 119 current holders: 41 (34%) held >2 years, 41 held 1–2 years, and 37 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.
➡️

Steady discovery — ~14 new funds/quarter

12 → 17 → 22 → 25 → 14 new funds/Q
New funds entering each quarter: 17 → 22 → 25 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 37% veterans, 40% new entrants

■ 37% veterans ■ 23% 1-2yr ■ 40% new
Of 119 current holders: 44 (37%) held 2+ years, 27 held 1–2 years, 48 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 24% AUM from major funds

24% from top-100 AUM funds
15 of 119 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.
4.2
out of 10
Moderate Exit Risk
Exit risk score 4.2/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 — WTAI

In 2026 Q1, 56 hedge funds were net buyers of WTAI (14 opened a new position, 42 added to an existing one), while 47 reduced or exited (30 trimmed, 17 sold completely) — a 54% buyer ratio, indicating a slight buying edge. 24% of total institutional value in WTAI 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: 119.

Hedge Fund Ownership: WTAI

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

Market Analysis: WTAI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTAI

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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.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: WTAI
2026 Q2 Stats Unlock in 1 days 119 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 119 121 -1.65%
13F Shares 5M 5M 10.01%
Total Value $151M $146M 3.7%
New Positions 14 25 -11
Increased Positions 41 50 -9
Closed Positions 16 8 +8
Reduced Positions 31 24 +7
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTAI

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Institutional Holders (2026 Q2)

119 + investors

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

QUARTER:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 WTAI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quattro Advisors LLC 7.86% 248,971 $11.8M
2 Horizon Wealth Management, LLC 2.17% 358,681 $17.0M
3 Berbice Capital Management LLC 1.84% 74,959 $3.6M
4 Clg LLC 0.72% 68,756 $3.3M
5 WMG Financial Advisors, LLC 0.36% 20,335 $965K
6 Advocacy Wealth Management, LLC 0.34% 198,529 $9.4M
7 Solstein Capital, LLC 0.31% 18,781 $892K
8 Sherman Asset Management, Inc. 0.26% 7,166 $340K
9 Hancock Prospecting Pty Ltd 0.23% 274,505 $13.0M
10 Tradition Wealth Management, LLC 0.23% 78,525 $3.7M
11 W.H. Cornerstone Investments Inc. 0.22% 8,381 $398K
12 Sweeney & Michel, LLC 0.18% 16,834 $693K
13 AdvisorNet Financial, Inc 0.15% 70,345 $3.3M
14 Advisory Services Network, LLC 0.15% 269,989 $12.8M
15 Waddell & Associates, LLC 0.13% 54,099 $2.6M
16 Oxinas Partners, LLC 0.13% 6,716 $319K
17 Integrated Advisors Network LLC 0.12% 55,413 $2.6M
18 MRA Advisory Group 0.12% 6,709 $318K
19 Acorn Wealth Advisors, LLC 0.11% 9,132 $433K
20 Creative Financial Designs Inc /Adv 0.10% 45,508 $2.2M
21 Bison Wealth, LLC 0.09% 21,350 $936K
22 Provident Wealth Management, LLC 0.08% 6,715 $319K
23 COFG Advisors, LLC 0.07% 9,045 $429K
24 Prospera Financial Services Inc 0.07% 100,127 $4.8M
25 Nwam LLC 0.07% 28,709 $1.4M
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 (WTAI)

What does the Smart Money Trend signal show for WTAI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their WTAI 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 WTAI?

Slight buying edge — 54% buying: Last quarter: 56 funds bought or added vs 47 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 WTAI holders?

Strong quality — 24% AUM from major funds: 15 of 119 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 WTAI?

Mixed — 34% long-term, 31% new: Of the 119 current holders: 41 (34%) held >2 years, 41 held 1–2 years, and 37 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.

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