DGRW — WISDOMTREE TR

Ownership history in Future Fund LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which Future Fund 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
0.33% (2025 Q2)
Avg. % of fund
0.31%
First filed
2025 Q2
Last filed
2025 Q3
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 8,891 — 0% 0.28% $791K $88.53
2025 Q2 INITIATED 8,891 — — 0.33% $745K $83.03
% of Fund (quarterly)    DGRW price (monthly, adj. close)

Other funds also holding DGRW

As of 2025 Q4 — sorted by position size

COLUMBIA ADVISORY PARTNERS LLC 3Y 16.0% 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%
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