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DGSDGS
7 quarters

Position history for FWFocus Partners Wealth's holdings in WISDOMTREE TR

Focus Partners Wealth holds 327,954 shares of DGS (WISDOMTREE TR), worth $21.2M as of 2026-Q2. The position was decreased (-0.6% shares). DGS represents 0.0% of Focus Partners Wealth's portfolio.

Current Value

$21.2M

Current Shares

327,954

Total Value Change

+$20.5M

Total Shares Change

+313,654

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
327,954
-0.6%
$21.2M0.0%$64.71
0
2026-Q1
Increased
329,771
+0.8%
$19.8M0.0%$61.44
29
2025-Q4
Increased
327,260
+4944.9%
$18.7M0.0%$57.27
46
2025-Q3
Decreased
6,487
-83.1%
$370,4590.0%$56.33
0
2025-Q2
Increased
38,367
+467.9%
$2.1M0.0%$53.56
42
2025-Q1
Decreased
6,756
-52.8%
$326,3770.0%$47.06
0
2024-Q4
New
14,300
-
$699,5620.0%$47.19
34

Other major holders of DGS: Steward Partners Investment Advisory, LLC, Creative Planning

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