SEC 13F Intelligence

Lvm Capital Management Ltd/Mi / DGRW

Lvm Capital Management Ltd/Mi’s Wisdomtree Tr Position

Does Lvm Capital Management Ltd/Mi own Wisdomtree Tr (DGRW)? Yes — 291.8K shares worth $28M (+2.34% of its 13F portfolio) as of Q2 2026, up from 287.6K shares the prior filed quarter.

Position Value
$28M
Q2 2026
Shares
291.8K
% of Portfolio
+2.34%
Quarters Held
30
currently held

Position History DGRW

Reported value by quarter
Q1 ’19: $8MQ1 ’19Q2 ’19: $8MQ3 ’19: $10MQ4 ’19: $11MQ1 ’20: $9MQ1 ’20Q2 ’20: $10MQ3 ’20: $13MQ4 ’20: $14MQ1 ’21: $15MQ1 ’21Q2 ’21: $15MQ3 ’21: $15MQ4 ’21: $17MQ1 ’22: $17MQ1 ’22Q2 ’22: $16MQ3 ’22: $14MQ4 ’22: $16MQ1 ’23: $17MQ1 ’23Q2 ’23: $18MQ3 ’23: $17MQ4 ’23: $19MQ1 ’24: $21MQ1 ’24Q2 ’24: $23MQ3 ’24: $23MQ4 ’24: $24MQ1 ’25: $24MQ1 ’25Q2 ’25: $24MQ3 ’25: $26MQ4 ’25: $25MQ1 ’26: $25MQ1 ’26Q2 ’26: $28Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026291.8K$28M+2.34%
Q1 2026287.6K$25M+2.38%
Q4 2025285.1K$25M+2.37%
Q3 2025290.4K$26M+2.48%
Q2 2025292.2K$24M+2.54%
Q1 2025296.1K$24M+2.63%
Q4 2024293.2K$24M+2.55%
Q3 2024293.3K$23M+2.60%
Q2 2024293.3K$23M+2.60%
Q1 2024282.0K$21M+2.54%
Q4 2023275.3K$19M+2.48%
Q3 2023273.7K$17M+2.45%
Q2 2023270.1K$18M+2.41%
Q1 2023269.2K$17M+2.33%
Q4 2022268.6K$16M+2.35%
Q3 2022259.0K$14M+2.14%
Q2 2022273.5K$16M+2.27%
Q1 2022270.3K$17M+2.27%
Q4 2021263.0K$17M+2.31%
Q3 2021256.3K$15M+2.27%
Q2 2021256.0K$15M+2.33%
Q1 2021255.3K$15M+2.37%
Q4 2020254.7K$14M+2.32%
Q3 2020254.3K$13M+2.44%
Q2 2020221.6K$10M+2.07%
Q1 2020222.9K$9M+2.14%
Q4 2019220.4K$11M+2.11%
Q3 2019212.1K$10M+2.03%
Q2 2019192.1K$8M+1.91%
Q1 2019185.7K$8M+1.83%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lvm Capital Management Ltd/Mi’s full portfolio or all institutional holders of DGRW.