O'connor Financial Group LLC / DGS
O'connor Financial Group LLC’s Wisdomtree Tr Position
Does O'connor Financial Group LLC own Wisdomtree Tr (DGS)? Yes — 121.3K shares worth $7M (+2.98% of its 13F portfolio) as of Q1 2026, down from 121.5K shares the prior filed quarter.
Position Value
$7M
Q1 2026
Shares
121.3K
% of Portfolio
+2.98%
Quarters Held
13
currently held
Position History DGS
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 121.3K | $7M | +2.98% |
| Q4 2025 | 121.5K | $7M | +2.96% |
| Q3 2025 | 119.4K | $7M | +2.86% |
| Q2 2025 | 116.6K | $7M | +2.89% |
| Q1 2025 | 110.8K | $5M | +2.78% |
| Q4 2024 | 105.7K | $5M | +2.70% |
| Q3 2024 | 102.0K | $5M | +2.88% |
| Q2 2024 | 95.1K | $5M | +2.85% |
| Q1 2024 | 93.2K | $5M | +2.82% |
| Q4 2023 | 70.2K | $4M | +2.17% |
| Q3 2023 | 67.8K | $3M | +2.15% |
| Q2 2023 | 64.2K | $3M | +2.06% |
| Q1 2023 | 59.8K | $3M | +2.06% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'connor Financial Group LLC’s full portfolio or all institutional holders of DGS.