DGS · Insider trading · 13F holders · Congress trades
Wisdomtree Tr (DGS)
Who is buying and selling DGS: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 41
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DGS at a glance
- No open-market insider purchases or sales of DGS were filed in the last 90 days.
- 41 13F filers hold DGS among their 50 largest positions, worth $231.9M combined. The biggest bets by portfolio weight are Stonebridge Wealth Management, LLC (6.8%), Bristlecone Value Partners, LLC (6.2%) and Blueline Advisors LLC (5.6%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
- No member of Congress has disclosed a trade in DGS.
DGS insider trading
No open-market insider purchases or sales of DGS were filed in the last 90 days.
Who owns DGS? Hedge funds and superinvestors
41 13F filers hold DGS among their 50 largest positions, worth $231.9M combined. The biggest bets by portfolio weight are Stonebridge Wealth Management, LLC (6.8%), Bristlecone Value Partners, LLC (6.2%) and Blueline Advisors LLC (5.6%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Unison Advisors LLCWealth manager | 2.0% | $28.5M | 450,957 | +0.5% shares | Q3 2026 |
| Old Mission Capital LLCAsset manager | 0.5% | $21.5M | 332,421 | +42.2% shares | Q2 2026 |
| Checchi Capital Advisers, LLCWealth manager | 0.7% | $10.6M | 163,820 | +2.9% shares | Q2 2026 |
| Baker Ellis Asset Management LLCWealth manager | 1.1% | $10.2M | 161,435 | -1.0% shares | Q3 2026 |
| Neumann Capital Management, LLCWealth manager | 2.6% | $10.1M | 160,533 | — | Q3 2026 |
| Cascade Financial Partners, LLCWealth manager | 0.9% | $9.8M | 151,624 | +5.2% shares | Q2 2026 |
| Portland Global Advisors LLCWealth manager | 0.9% | $9.5M | 146,694 | +0.5% shares | Q2 2026 |
| Blueline Advisors LLCWealth manager | 5.6% | $7.9M | 124,932 | -0.1% shares | Q3 2026 |
| O'Connor Financial Group LLCWealth manager | 2.8% | $7.9M | 124,264 | +1.8% shares | Q3 2026 |
| Pension & Wealth Management Advisors, Inc.Pension fund | 1.8% | $7.8M | 124,236 | +9.3% shares | Q3 2026 |
| Bristlecone Value Partners, LLCWealth manager | 6.2% | $7.7M | 118,729 | -1.0% shares | Q2 2026 |
| Stonebridge Wealth Management, LLCWealth manager | 6.8% | $7.6M | 120,947 | +2.5% shares | Q3 2026 |
| Discipline Wealth Solutions, LLCWealth manager | 0.6% | $7.3M | 115,059 | -2.6% shares | Q3 2026 |
| Leibman Financial Services, Inc.Wealth manager | 4.6% | $6.7M | 106,269 | +32.2% shares | Q3 2026 |
| Shore Point Advisors, LLCWealth manager | 1.8% | $5.7M | 113,613 | +3.5% shares | Q3 2026 |
| TRB Wealth Management, LLCInstitutional asset manager | 0.7% | $5.6M | 86,696 | +2.7% shares | Q2 2026 |
| BKM Wealth Management, LLCWealth manager | 1.7% | $5.3M | 84,081 | +16.2% shares | Q3 2026 |
| Causey Wealth LLCWealth manager | 1.7% | $4.4M | 67,257 | -1.0% shares | Q2 2026 |
| Econ Financial Services CorpWealth manager | 1.8% | $4.3M | 68,722 | +2.0% shares | Q3 2026 |
| Inlight Wealth Management, LLCWealth manager | 1.2% | $4.3M | 67,396 | -0.2% shares | Q3 2026 |
| Efficient Advisors, LLCInvestment manager | 0.3% | $4.1M | 68,935 | -51.1% shares | Q1 2026 |
| Beckerman Institutional, LLCWealth manager | 1.9% | $4.1M | 63,195 | -2.7% shares | Q2 2026 |
| rebel Financial LLCWealth manager | 1.8% | $4.0M | 67,228 | -4.7% shares | Q1 2026 |
| Premier Private Wealth Management LLCWealth manager | 2.8% | $3.3M | 50,238 | +1.8% shares | Q2 2026 |
| Haven Private, LLCWealth manager | 1.2% | $3.1M | 48,435 | -2.1% shares | Q3 2026 |
| Midway Capital Research & ManagementWealth manager | 2.4% | $2.9M | 45,268 | +0.0% shares | Q3 2026 |
| WESCAP Management Group, Inc.Wealth manager | 0.5% | $2.8M | 42,821 | -1.2% shares | Q2 2026 |
| Great Point Wealth Advisors, LLCWealth manager | 0.4% | $2.5M | 40,245 | -2.6% shares | Q3 2026 |
| Sterling Financial Planning, Inc.Wealth manager | 0.7% | $2.5M | 39,624 | +0.8% shares | Q3 2026 |
| Vista Investment ManagementWealth manager | 0.7% | $2.4M | 37,313 | +0.7% shares | Q2 2026 |
The 30 largest of 41 positions, by value. Each manager counts with its latest 13F (Q3 2026: 23, Q2 2026: 16, Q1 2026: 2). Screen DGS in the grand portfolio →
DGS stock trades by members of Congress
No member of Congress has disclosed a trade in DGS.
DGS questions and answers
Are insiders buying DGS stock?
No open-market insider purchases or sales of DGS were filed in the last 90 days.
Which hedge funds own DGS?
41 13F filers hold DGS among their 50 largest positions, worth $231.9M combined. The biggest bets by portfolio weight are Stonebridge Wealth Management, LLC (6.8%), Bristlecone Value Partners, LLC (6.2%) and Blueline Advisors LLC (5.6%). In their latest 13Fs, 0 managers opened a new position and 6 added to one.
Has Congress traded DGS?
No member of Congress has disclosed a trade in DGS.
Who is the largest holder of DGS?
Among 13F filers, Unison Advisors LLC reports the largest DGS position, $28.5M (450,957 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is Stonebridge Wealth Management, LLC's: 6.8% of its portfolio.
Cite or share this
Free to use with a link back. The data updates every filing day.