SEC 13F Intelligence

Latko Wealth Management, Ltd. / DGRW

Latko Wealth Management, Ltd.’s Wisdomtree Tr Position

Does Latko Wealth Management, Ltd. own Wisdomtree Tr (DGRW)? Yes — 88.1K shares worth $8M (+3.77% of its 13F portfolio) as of Q1 2026, up from 77.0K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
88.1K
% of Portfolio
+3.77%
Quarters Held
3
currently held

Position History DGRW

Reported value by quarter
Q3 ’25: $3MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202688.1K$8M+3.77%
Q4 202577.0K$7M+3.37%
Q3 202534.5K$3M+1.55%

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