DGS — WISDOMTREE TR

Ownership history in Evergreen Private Wealth LLC  ·  8 quarters on record

This page tracks every 13F SEC filing in which Evergreen Private Wealth 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.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1 — 0% 0.00% $57 $56.53
2025 Q2 UNCHANGED 1 — 0% 0.00% $55 $53.93
2025 Q1 UNCHANGED 1 — 0% 0.00% $48 $46.72
2024 Q4 UNCHANGED 1 — 0% 0.00% $49 $47.24
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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