SEC 13F Intelligence

Future You Wealth LLC / DLN

Future You Wealth LLC’s Wisdomtree Tr Position

Does Future You Wealth LLC own Wisdomtree Tr (DLN)? Yes190.8K shares worth $16M (+8.51% of its 13F portfolio) as of Q2 2025, up from 181.5K shares the prior filed quarter.

Position Value
$16M
Q2 2025
Shares
190.8K
% of Portfolio
+8.51%
Quarters Held
2
currently held

Position History DLN

Reported value by quarter
Q1 ’25: $14MQ1 ’25Q2 ’25: $16MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025190.8K$16M+8.51%
Q1 2025181.5K$14M+9.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Future You Wealth LLC’s full portfolio or all institutional holders of DLN.