SEC 13F Intelligence

O'connor Financial Group LLC / DLS

O'connor Financial Group LLC’s Wisdomtree Tr Position

Does O'connor Financial Group LLC own Wisdomtree Tr (DLS)? Not currently — the last reported position was 61.1K shares worth $4M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q4 2023
Shares
61.1K
% of Portfolio
+2.41%
Quarters Held
4
position exited

Position History DLS

Reported value by quarter
Q1 ’23: $4MQ1 ’23Q2 ’23: $4MQ2 ’23Q3 ’23: $4MQ3 ’23Q4 ’23: $4MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202361.1K$4M+2.41%
Q3 202366.0K$4M+2.60%
Q2 202364.8K$4M+2.66%
Q1 202364.2K$4M+2.94%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'connor Financial Group LLC’s full portfolio or all institutional holders of DLS.