DGRW — WISDOMTREE TR

Ownership history in Hubbell Strickland Wealth Management, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which Hubbell Strickland Wealth Management, 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
0.1% (2025 Q1)
Avg. % of fund
0.1%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,823 +11 +0.4% 0.10% $251K $88.53
2025 Q2 ADDED 2,812 +36 +1.3% 0.10% $235K $83.03
2025 Q1 ADDED 2,776 +160 +6.1% 0.10% $222K $78.86
2024 Q4 ADDED 2,616 +11 +0.4% 0.10% $212K $79.66
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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