DGRW — WISDOMTREE TR

Ownership history in COLUMBIA ADVISORY PARTNERS LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which COLUMBIA ADVISORY PARTNERS LLC reported a position in WISDOMTREE TR (DGRW). 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.

Peak position
16.83% (2025 Q2)
Avg. % of fund
15.81%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 262,661 -2,675 -1.0% 16.00% $23.5M $89.35
2025 Q3 REDUCED 265,336 -207 -0.1% 16.32% $23.6M $88.53
2025 Q2 ADDED 265,543 +40,578 +18.0% 16.83% $22.2M $83.03
2025 Q1 ADDED 224,965 +34,987 +18.4% 15.58% $18.0M $78.86
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% of Fund (quarterly)    DGRW price (monthly, adj. close)

Other funds also holding DGRW

As of 2025 Q4 — sorted by position size

Team Financial Group, LLC 15.73% Fiduciary Planning LLC 3Y 15.19% Boyce & Associates Wealth Consulting, Inc. 3Y 14.47% IAM Advisory, LLC 3Y 13.15% Compass Financial Services Inc 12.55% Duncan Williams Asset Management, LLC 11.98% Choice Wealth Advisors, LLC 3Y 11.41% Prestige Wealth Management Group LLC 3Y 10.64% Lauer Wealth, LLC 10.59% Glassman Wealth Services 3Y 7Y 10.15%
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