Spinnaker Investment Group, LLC / DGRW
Spinnaker Investment Group, LLC’s Wisdomtree Tr Position
Does Spinnaker Investment Group, LLC own Wisdomtree Tr (DGRW)? Yes — 568.5K shares worth $50M (+10.17% of its 13F portfolio) as of Q1 2026, down from 616.6K shares the prior filed quarter.
Position Value
$50M
Q1 2026
Shares
568.5K
% of Portfolio
+10.17%
Quarters Held
18
currently held
Position History DGRW
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 568.5K | $50M | +10.17% |
| Q4 2025 | 616.6K | $55M | +10.00% |
| Q3 2025 | 615.3K | $55M | +10.29% |
| Q2 2025 | 549.1K | $46M | +10.80% |
| Q1 2025 | 600.2K | $48M | +10.84% |
| Q4 2024 | 571.5K | $46M | +11.16% |
| Q3 2024 | 571.8K | $48M | +11.64% |
| Q2 2024 | 570.0K | $44M | +12.26% |
| Q1 2024 | 571.7K | $44M | +12.23% |
| Q4 2023 | 572.4K | $40M | +12.21% |
| Q3 2023 | 582.5K | $37M | +12.43% |
| Q2 2023 | 559.9K | $37M | +12.32% |
| Q1 2023 | 549.6K | $34M | +12.05% |
| Q4 2022 | 533.4K | $32M | +11.45% |
| Q3 2022 | 523.9K | $28M | +11.07% |
| Q2 2022 | 461.1K | $26M | +10.77% |
| Q1 2022 | 446.5K | $29M | +9.39% |
| Q4 2021 | 26.6K | $2M | +0.59% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spinnaker Investment Group, LLC’s full portfolio or all institutional holders of DGRW.