Econ Financial Services Corp DGS — WISDOMTREE TR

Ownership history in Econ Financial Services Corp  ·  4 quarters on record

AI Ownership Summary

Econ Financial Services Corp reported WISDOMTREE TR (DGS) in 4 quarterly 13F filings from 2025 Q1 through 2026 Q2. Peak portfolio weight reached 2.04% in 2026 Q2. The latest visible filing shows DGS at 2.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DGS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Econ Financial Services Corp's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DGS was reported at 2.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.04% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DGS stock page Econ Financial Services Corp fund profile Econ Financial Services Corp full holdings
How Econ Financial Services Corp held DGS — position size vs. price
% of Fund (quarterly)    DGS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 67,391 +435 +0.6% 2.04% $4.4M 2026-07-23 $61.92
2026 Q1 ADDED — — — 66,956 +10,125 +17.8% 1.87% $4.0M 2026-04-21 $63.00
2025 Q4 REDUCED 24.1% +5.3% ❌ 56,831 -18,093 -24.1% 1.63% $3.3M 2026-01-15 $58.65
2025 Q1 INITIATED — — — 74,924 — — 1.93% $3.6M 2025-04-23 $45.91

🏢 Other funds also holding DGS

As of 2026 Q2 — sorted by position size

Stonebridge Wealth Management, LLC 6.83% Leibman Financial Services, Inc. 3.46% O'Connor Financial Group LLC 3Y 2.79% Midway Capital Research & Management 2.33% Unison Advisors LLC 3Y 7Y 2.02% Shore Point Advisors, LLC 3Y 1.9% Marathon Strategic Advisors, LLC 1.26% FFG RETIREMENT ADVISORS LLC 3Y 1.22% Three Bearings Fiduciary Advisors, Inc. 1.17% Baker Ellis Asset Management LLC 3Y 7Y 1.09%

FAQ About Econ Financial Services Corp and DGS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Econ Financial Services Corp reported owning DGS?

Econ Financial Services Corp reported DGS across 4 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported DGS position in Econ Financial Services Corp's portfolio?

The largest reported portfolio weight for DGS was 2.04% in 2026 Q2.

What is the latest reported DGS position on this page?

The most recent filing on this page is 2026 Q2, when Econ Financial Services Corp reported 67,391 shares, equal to 2.04% of portfolio, with an estimated market value of $4.4M.

What does the chart on this DGS ownership page compare?

The chart compares Econ Financial Services Corp's quarterly DGS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Econ Financial Services Corp time their DGS position?

Based on 13F filing dates vs. subsequent DGS price moves, Econ Financial Services Corp correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on DGS relative to SPY over the holding period was -3.3%.

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