DGS — WISDOMTREE TR

Ownership history in Beckerman Institutional, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Beckerman Institutional, LLC reported a position in WISDOMTREE TR (DGS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.31% (2024 Q3)
Avg. % of fund
2.17%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 66,107 +1,657 +2.6% 2.12% $3.8M $57.24
2025 Q3 ADDED 64,450 +3,192 +5.2% 2.17% $3.7M $56.53
2025 Q2 ADDED 61,258 +2,799 +4.8% 2.25% $3.4M $53.93
2025 Q1 ADDED 58,459 +3,850 +7.1% 2.04% $2.8M $46.72
2024 Q4 ADDED 54,609 +3,552 +7.0% 2.14% $2.7M $47.24
2024 Q3 INITIATED 51,057 — — 2.31% $2.7M $51.53
% of Fund (quarterly)    DGS price (monthly, adj. close)

Other funds also holding DGS

As of 2025 Q4 — sorted by position size

O'Connor Financial Group LLC 2.96% Avos Capital Management, LLC 2.89% Leibman Financial Services, Inc. 2.72% Neumann Capital Management, LLC 3Y 7Y 2.61% Midway Capital Research & Management 2.36% Unison Advisors LLC 3Y 7Y 2.22% Spectrum Wealth Advisory Group, LLC 3Y 2.04% Shore Point Advisors, LLC 3Y 1.95% BKM Wealth Management, LLC 1.67% Econ Financial Services Corp 3Y 7Y 1.63%
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