Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

WISDOMTREE TR (WTMF)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — WTMF

Based on 72 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 WTMF 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
72 hedge funds hold WTMF 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 — +12% more funds vs a year ago

fund count last 6Q
+8 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

40 buying33 selling
Last quarter: 40 funds bought or added vs 33 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.
📈

More new buyers each quarter (+9 vs last Q)

new funds entering per quarter
Funds opening a new WTMF position: 11 → 10 → 5 → 14. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 33% medium ■ 24% new
31 out of 72 hedge funds have held WTMF 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 — ~14 new funds/quarter

14 → 11 → 10 → 5 → 14 new funds/Q
New funds entering each quarter: 11 → 10 → 5 → 14. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 46% of holders stayed 2+ years

■ 46% veterans ■ 19% 1-2yr ■ 35% new
Of 72 current holders: 33 (46%) 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.
🏆

Elite ownership — 43% AUM from top-100 funds

43% from top-100 AUM funds
6 of 72 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in WTMF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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.

Hedge Fund Ownership: WTMF

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

Market Analysis: WTMF

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: WTMF

-- --

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.

7 top-rated funds 1 high-conviction
Consensus
3.9
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: WTMF
2026 Q1 Stats Unlock in 10 days 72 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 72 67 7.46%
13F Shares 4M 4M 6.18%
Total Value $149M $140M 6.59%
New Positions 14 5 +9
Increased Positions 26 22 +4
Closed Positions 9 6 +3
Reduced Positions 24 31 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: WTMF

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Short % of Float --

Financial Highlights

Profitability
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Institutional Holders (2026 Q1)

72 + investors

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

Top 25 institutional holders of WTMF — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tidemark, LLC 4.11% 407,816 $16.2M
2 Stewardship Advisors, LLC 2.57% 282,078 $11.2M
3 EARNED WEALTH ADVISORS, LLC 0.72% 272,900 $10.8M
4 Axis Wealth Partners, LLC 0.34% 16,345 $649K
5 Endowment Wealth Management, Inc. 0.30% 17,099 $679K
6 Advisor Resource Council 0.24% 18,516 $735K
7 Asset Allocation Strategies LLC 0.22% 31,486 $1.2M
8 Clarity Asset Management, Inc. 0.19% 9,663 $384K
9 Sequent Planning LLC 0.17% 17,707 $703K
10 Columbus Macro, LLC 0.16% 37,210 $1.5M
11 HOWARD BAILEY SECURITIES, LLC 0.15% 9,051 $359K
12 Global Wealth Management Investment Advisory, Inc. 0.14% 23,120 $918K
13 OneDigital Investment Advisors LLC 0.12% 319,248 $12.7M
14 Alteri Wealth LLC 0.12% 9,481 $376K
15 INVENIO WEALTH PARTNERS LLC 0.12% 7,621 $302K
16 Ethos Financial Group, LLC 0.11% 39,689 $1.5M
17 Financial Enhancement Group LLC 0.11% 21,426 $864K
18 Efficient Advisors, LLC 0.10% 35,208 $1.4M
19 PAX Financial Group, LLC 0.10% 14,225 $565K
20 Austin Wealth Management, LLC 0.10% 10,503 $422K
21 KINGSWOOD WEALTH ADVISORS, LLC 0.09% 48,034 $1.9M
22 Team Financial Group, LLC 0.07% 4,078 $162K
23 Cooper Financial Group 0.06% 16,035 $636K
24 Discipline Wealth Solutions, LLC 0.03% 8,252 $327K
25 WASHINGTON TRUST BANK 0.02% 7,220 $287K
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 (WTMF)

What does the Smart Money Trend signal show for WTMF?

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

Slight buying edge — 55% buying: Last quarter: 40 funds bought or added vs 33 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 WTMF holders?

Elite ownership — 43% AUM from top-100 funds: 6 of 72 holders are among the 100 largest funds by AUM, controlling 43% of total institutional value in WTMF. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held WTMF?

43% of holders stayed for 2+ years: 31 out of 72 hedge funds have held WTMF 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.