SEC 13F Intelligence

Freedom Wealth Alliance, LLC / DGRW

Freedom Wealth Alliance, LLC’s Wisdomtree Tr Position

Does Freedom Wealth Alliance, LLC own Wisdomtree Tr (DGRW)? Yes — 69.1K shares worth $4M (+7.22% of its 13F portfolio) as of Q3 2023, down from 69.6K shares the prior filed quarter.

Position Value
$4M
Q3 2023
Shares
69.1K
% of Portfolio
+7.22%
Quarters Held
4
currently held

Position History DGRW

Reported value by quarter
Q4 ’22: $3MQ4 ’22Q1 ’23: $4MQ1 ’23Q2 ’23: $5MQ2 ’23Q3 ’23: $4MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202369.1K$4M+7.22%
Q2 202369.6K$5M+6.51%
Q1 202368.0K$4M+6.36%
Q4 202257.7K$3M+4.91%

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