SEC 13F Intelligence

Win Advisors, Inc / DGRW

Win Advisors, Inc’s Wisdomtree Tr Position

Does Win Advisors, Inc own Wisdomtree Tr (DGRW)? Not currently — the last reported position was 99.9K shares worth $9M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$9M
Q4 2025
Shares
99.9K
% of Portfolio
+3.79%
Quarters Held
10
position exited

Position History DGRW

Reported value by quarter
Q4 ’21: $60MQ4 ’21Q1 ’22: $6MQ2 ’22: $103,000Q2 ’22Q3 ’22: $59,000Q4 ’22: $46,599Q4 ’22Q2 ’23: $2MQ4 ’23: $15MQ4 ’23Q1 ’24: $416,150Q1 ’25: $4MQ1 ’25Q4 ’25: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202599.9K$9M+3.79%
Q1 202548.1K$4M+1.98%
Q1 20245.5K$416,150+0.18%
Q4 2023219.0K$15M+6.98%
Q2 202332.6K$2M+2.39%
Q4 2022772$46,599+0.02%
Q3 20221.1K$59,000+0.02%
Q2 20221.8K$103,000+0.20%
Q1 202287.0K$6M+1.45%
Q4 2021904.0K$60M+13.64%

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