DLN · Insider trading · 13F holders · Congress trades
Wisdomtree Tr (DLN)
Who is buying and selling DLN: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 73
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DLN at a glance
- No open-market insider purchases or sales of DLN were filed in the last 90 days.
- 73 13F filers hold DLN among their 50 largest positions, worth $1.1B combined. The biggest bets by portfolio weight are Fox Financial, Inc (21.3%), Lee, Kelleher & Klein Wealth Management (19.6%) and truNorth Financial Services, Inc. (13.0%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
- No member of Congress has disclosed a trade in DLN.
DLN insider trading
No open-market insider purchases or sales of DLN were filed in the last 90 days.
Who owns DLN? Hedge funds and superinvestors
73 13F filers hold DLN among their 50 largest positions, worth $1.1B combined. The biggest bets by portfolio weight are Fox Financial, Inc (21.3%), Lee, Kelleher & Klein Wealth Management (19.6%) and truNorth Financial Services, Inc. (13.0%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Great Valley Advisor Group, Inc.Wealth manager | 2.2% | $142.2M | 1,476,721 | +9.7% shares | Q2 2026 |
| Trilogy Capital Inc.Wealth manager | 4.5% | $116.9M | 1,202,198 | +0.5% shares | Q3 2026 |
| Evercore Wealth Management, LLCWealth manager | 1.4% | $99.7M | 1,035,464 | -1.0% shares | Q2 2026 |
| Clearstead Advisors, LLCWealth manager | 0.9% | $90.8M | 942,613 | -3.4% shares | Q2 2026 |
| Waterway Wealth Management, LLCWealth manager | 11.0% | $58.0M | 663,444 | +1.2% shares | Q3 2026 |
| Clg LLCWealth manager | 9.0% | $43.0M | 442,636 | -3.9% shares | Q3 2026 |
| IAG Wealth Partners, LLCWealth manager | 3.8% | $38.8M | 402,998 | +1.0% shares | Q2 2026 |
| Lee, Kelleher & Klein Wealth ManagementWealth manager | 19.6% | $38.0M | 391,195 | +2.6% shares | Q3 2026 |
| LRI Investments, LLCWealth manager | 2.6% | $31.8M | 330,573 | -0.7% shares | Q2 2026 |
| FIDELIS iM, LLCWealth manager | 10.1% | $30.4M | 313,206 | +19.4% shares | Q3 2026 |
| Fox Financial, IncWealth manager | 21.3% | $29.8M | 306,152 | -1.8% shares | Q3 2026 |
| NerdWallet Wealth Partners, LLCWealth manager | 8.8% | $25.4M | 263,948 | +12.3% shares | Q2 2026 |
| Fairway Wealth LLCWealth manager | 5.8% | $25.3M | 262,387 | -0.2% shares | Q2 2026 |
| Odyssey Group, LLCWealth manager | 6.5% | $23.9M | 247,638 | — | Q2 2026 |
| Revolve Wealth Partners, LLCWealth manager | 2.0% | $19.3M | 198,715 | +0.3% shares | Q3 2026 |
| Main Street Financial Solutions, LLCWealth manager | 1.2% | $18.6M | 192,864 | +1.4% shares | Q2 2026 |
| truNorth Financial Services, Inc.Wealth manager | 13.0% | $14.5M | 150,248 | +4.1% shares | Q2 2026 |
| Strategic Family Wealth Counselors, L.L.C.Wealth manager | 2.8% | $12.1M | 124,911 | +1.5% shares | Q3 2026 |
| United Advisor Group, LLCWealth manager | 1.3% | $12.0M | 124,840 | +2.3% shares | Q2 2026 |
| TopTier Wealth Management, LLCWealth manager | 6.7% | $11.5M | 118,277 | +7.6% shares | Q3 2026 |
| Mosaic Family Wealth Partners, LLCWealth manager | 0.7% | $10.6M | 110,430 | +65.3% shares | Q2 2026 |
| Aspiriant, LLCWealth manager | 0.3% | $10.6M | 108,829 | -13.7% shares | Q3 2026 |
| Stratos Wealth Advisors, LLCWealth manager | 0.6% | $10.3M | 107,012 | -1.1% shares | Q2 2026 |
| Key Financial IncWealth manager | 1.5% | $9.2M | 96,015 | +0.5% shares | Q2 2026 |
| Moller Wealth PartnersWealth manager | 1.6% | $8.9M | 91,319 | -0.5% shares | Q3 2026 |
| One Wealth Map LLCWealth manager | 3.5% | $7.5M | 76,725 | +3.8% shares | Q2 2026 |
| Centennial Wealth Advisory LLCWealth manager | 1.5% | $7.5M | 76,990 | +12.5% shares | Q3 2026 |
| 1900 Wealth Management LLCWealth manager | 0.3% | $6.1M | 62,554 | +0.0% shares | Q3 2026 |
| St. Louis Trust CoBank & trust | 0.7% | $6.0M | 2,360 | — | Q2 2026 |
| Tobias Financial Advisors, Inc.Wealth manager | 0.8% | $5.9M | 61,735 | +0.5% shares | Q2 2026 |
The 30 largest of 73 positions, by value. Each manager counts with its latest 13F (Q3 2026: 33, Q2 2026: 40). Screen DLN in the grand portfolio →
DLN stock trades by members of Congress
No member of Congress has disclosed a trade in DLN.
DLN questions and answers
Are insiders buying DLN stock?
No open-market insider purchases or sales of DLN were filed in the last 90 days.
Which hedge funds own DLN?
73 13F filers hold DLN among their 50 largest positions, worth $1.1B combined. The biggest bets by portfolio weight are Fox Financial, Inc (21.3%), Lee, Kelleher & Klein Wealth Management (19.6%) and truNorth Financial Services, Inc. (13.0%). In their latest 13Fs, 1 manager opened a new position and 10 added to one.
Has Congress traded DLN?
No member of Congress has disclosed a trade in DLN.
Who is the largest holder of DLN?
Among 13F filers, Great Valley Advisor Group, Inc. reports the largest DLN position, $142.2M (1,476,721 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Fox Financial, Inc's: 21.3% of its portfolio.
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