DLS · Insider trading · 13F holders · Congress trades
Wisdomtree Tr (DLS)
Who is buying and selling DLS: 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
- 25
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DLS at a glance
- No open-market insider purchases or sales of DLS were filed in the last 90 days.
- 25 13F filers hold DLS among their 50 largest positions, worth $217.2M combined. The biggest bets by portfolio weight are Grove Street Fiduciary, LLC (1.6%), Neumann Capital Management, LLC (1.6%) and Marathon Strategic Advisors, LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
- No member of Congress has disclosed a trade in DLS.
DLS insider trading
No open-market insider purchases or sales of DLS were filed in the last 90 days.
Who owns DLS? Hedge funds and superinvestors
25 13F filers hold DLS among their 50 largest positions, worth $217.2M combined. The biggest bets by portfolio weight are Grove Street Fiduciary, LLC (1.6%), Neumann Capital Management, LLC (1.6%) and Marathon Strategic Advisors, LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Savant Capital, LLCWealth manager | 0.4% | $121.9M | 1,475,277 | — | Q2 2026 |
| BIP Wealth, LLCWealth manager | 0.6% | $21.1M | 241,985 | -8.8% shares | Q3 2026 |
| LRI Investments, LLCWealth manager | 1.3% | $16.2M | 193,131 | -0.1% shares | Q2 2026 |
| Evanson Asset Management, LLCAsset manager | 0.4% | $6.7M | 81,887 | -2.1% shares | Q1 2026 |
| Neumann Capital Management, LLCWealth manager | 1.6% | $6.2M | 71,651 | — | Q3 2026 |
| Evanson Financial, LLCWealth manager | 0.3% | $6.2M | 71,234 | -12.8% shares | Q3 2026 |
| WESCAP Management Group, Inc.Wealth manager | 1.0% | $5.1M | 61,071 | +1.1% shares | Q2 2026 |
| Elwood & Goetz Wealth Advisory Group, LLCWealth manager | 0.7% | $4.9M | 56,022 | -1.5% shares | Q3 2026 |
| Waterfront Wealth Inc.Wealth manager | 0.6% | $4.0M | 47,517 | +1.0% shares | Q2 2026 |
| Grove Street Fiduciary, LLCWealth manager | 1.6% | $3.6M | 40,874 | -5.3% shares | Q3 2026 |
| Family Wealth Partners, LLCWealth manager | 0.9% | $3.1M | 35,293 | -0.3% shares | Q3 2026 |
| Great Point Wealth Advisors, LLCWealth manager | 0.4% | $2.6M | 30,212 | -55.1% shares | Q3 2026 |
| Towle & CoHedge fund | 0.8% | $2.3M | 27,955 | +60.1% shares | Q2 2026 |
| Impact Capital Partners LLCWealth manager | 0.6% | $2.3M | 26,331 | +2.8% shares | Q3 2026 |
| Marathon Strategic Advisors, LLCWealth manager | 1.3% | $2.2M | 25,504 | +0.5% shares | Q3 2026 |
| McLean Asset Management CorpWealth manager | 0.2% | $1.6M | 18,554 | -3.3% shares | Q2 2026 |
| Wealth Care LLCWealth manager | 1.2% | $1.4M | 17,263 | +0.7% shares | Q2 2026 |
| Stonebridge Wealth Management, LLCWealth manager | 0.8% | $928K | 10,641 | +0.0% shares | Q3 2026 |
| Bruce G. Allen Investments, LLCWealth manager | 0.6% | $886K | 10,580 | -17.0% shares | Q2 2026 |
| Robinswood Financial LLCWealth manager | 0.2% | $800K | 9,352 | -8.6% shares | Q3 2026 |
| Envision Financial LLCWealth manager | 0.3% | $770K | 14,268 | +117.2% shares | Q3 2026 |
| Windward Private Wealth Management Inc.Wealth manager | 0.2% | $710K | 8,478 | -11.5% shares | Q2 2026 |
| Longview Financial Advisors LLCWealth manager | 0.3% | $705K | 8,417 | -4.1% shares | Q2 2026 |
| Sound Stewardship, LLCWealth manager | 0.2% | $601K | 6,898 | -6.5% shares | Q3 2026 |
| Bannerman Wealth Management Group, LLCWealth manager | 0.2% | $298K | 3,419 | +1.8% shares | Q3 2026 |
Each manager counts with its latest 13F (Q3 2026: 14, Q2 2026: 10, Q1 2026: 1). Screen DLS in the grand portfolio →
DLS stock trades by members of Congress
No member of Congress has disclosed a trade in DLS.
DLS questions and answers
Are insiders buying DLS stock?
No open-market insider purchases or sales of DLS were filed in the last 90 days.
Which hedge funds own DLS?
25 13F filers hold DLS among their 50 largest positions, worth $217.2M combined. The biggest bets by portfolio weight are Grove Street Fiduciary, LLC (1.6%), Neumann Capital Management, LLC (1.6%) and Marathon Strategic Advisors, LLC (1.3%). In their latest 13Fs, 0 managers opened a new position and 2 added to one.
Has Congress traded DLS?
No member of Congress has disclosed a trade in DLS.
Who is the largest holder of DLS?
Among 13F filers, Savant Capital, LLC reports the largest DLS position, $121.9M (1,475,277 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Grove Street Fiduciary, LLC's: 1.6% of its portfolio.
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