DOL · Insider trading · 13F holders · Congress trades
Wisdomtree Tr (DOL)
Who is buying and selling DOL: 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
- 6
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DOL at a glance
- No open-market insider purchases or sales of DOL were filed in the last 90 days.
- 6 13F filers hold DOL among their 50 largest positions, worth $80.9M combined. The biggest bets by portfolio weight are Key Financial Inc (3.7%), Cascade Financial Partners, LLC (2.0%) and Powers Advisory Group, LLC (1.8%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
- No member of Congress has disclosed a trade in DOL.
DOL insider trading
No open-market insider purchases or sales of DOL were filed in the last 90 days.
Who owns DOL? Hedge funds and superinvestors
6 13F filers hold DOL among their 50 largest positions, worth $80.9M combined. The biggest bets by portfolio weight are Key Financial Inc (3.7%), Cascade Financial Partners, LLC (2.0%) and Powers Advisory Group, LLC (1.8%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Cascade Financial Partners, LLCWealth manager | 2.0% | $22.9M | 307,535 | +14.1% shares | Q2 2026 |
| Key Financial IncWealth manager | 3.7% | $22.8M | 306,315 | -4.7% shares | Q2 2026 |
| BIP Wealth, LLCWealth manager | 0.6% | $21.8M | 293,616 | -2.8% shares | Q3 2026 |
| Evernest Financial Advisors, LLCWealth manager | 1.4% | $6.8M | 91,533 | -0.9% shares | Q2 2026 |
| Powers Advisory Group, LLCWealth manager | 1.8% | $6.1M | 81,807 | +0.6% shares | Q3 2026 |
| Palatine Hill Wealth Management, LLCWealth manager | 0.5% | $595K | 8,001 | +0.0% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 4). Screen DOL in the grand portfolio →
DOL stock trades by members of Congress
No member of Congress has disclosed a trade in DOL.
DOL questions and answers
Are insiders buying DOL stock?
No open-market insider purchases or sales of DOL were filed in the last 90 days.
Which hedge funds own DOL?
6 13F filers hold DOL among their 50 largest positions, worth $80.9M combined. The biggest bets by portfolio weight are Key Financial Inc (3.7%), Cascade Financial Partners, LLC (2.0%) and Powers Advisory Group, LLC (1.8%). In their latest 13Fs, 0 managers opened a new position and 1 added to one.
Has Congress traded DOL?
No member of Congress has disclosed a trade in DOL.
Who is the largest holder of DOL?
Among 13F filers, Cascade Financial Partners, LLC reports the largest DOL position, $22.9M (307,535 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Key Financial Inc's: 3.7% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.