SEC 13F Intelligence

Monterey Private Wealth, Inc. / DGRW

Monterey Private Wealth, Inc.’s Wisdomtree Tr Position

Does Monterey Private Wealth, Inc. own Wisdomtree Tr (DGRW)? Yes — 134.7K shares worth $11M (+3.17% of its 13F portfolio) as of Q1 2025, up from 126.9K shares the prior filed quarter.

Position Value
$11M
Q1 2025
Shares
134.7K
% of Portfolio
+3.17%
Quarters Held
11
currently held

Position History DGRW

Reported value by quarter
Q3 ’22: $6MQ3 ’22Q4 ’22: $7MQ1 ’23: $7MQ1 ’23Q2 ’23: $8MQ3 ’23: $8MQ3 ’23Q4 ’23: $8MQ1 ’24: $9MQ1 ’24Q2 ’24: $9MQ3 ’24: $10MQ3 ’24Q4 ’24: $10MQ1 ’25: $11MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2025134.7K$11M+3.17%
Q4 2024126.9K$10M+3.39%
Q3 2024124.8K$10M+3.54%
Q2 2024120.5K$9M+3.52%
Q1 2024120.0K$9M+3.67%
Q4 2023119.6K$8M+3.80%
Q3 2023119.0K$8M+3.80%
Q2 2023118.4K$8M+3.82%
Q1 2023117.9K$7M+3.77%
Q4 2022117.6K$7M+3.83%
Q3 2022116.5K$6M+3.82%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monterey Private Wealth, Inc.’s full portfolio or all institutional holders of DGRW.