DGS — WISDOMTREE TR

Ownership history in Econ Financial Services Corp  ·  2 quarters on record

This page tracks every 13F SEC filing in which Econ Financial Services Corp 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
1.93% (2025 Q1)
Avg. % of fund
1.78%
First filed
2025 Q1
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 56,831 -18,093 -24.1% 1.63% $3.3M $57.24
2025 Q1 INITIATED 74,924 — — 1.93% $3.6M $46.72
% 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% Beckerman Institutional, LLC 2.12% Spectrum Wealth Advisory Group, LLC 3Y 2.04% Shore Point Advisors, LLC 3Y 1.95% BKM Wealth Management, LLC 1.67%
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