SEC 13F Intelligence

Mosaic Financial Group, LLC / DGRW

Mosaic Financial Group, LLC’s Wisdomtree Tr Position

Does Mosaic Financial Group, LLC own Wisdomtree Tr (DGRW)? Yes — 16.8K shares worth $1M (+1.05% of its 13F portfolio) as of Q1 2026, up from 16.8K shares the prior filed quarter.

Position Value
$1M
Q1 2026
Shares
16.8K
% of Portfolio
+1.05%
Quarters Held
9
currently held

Position History DGRW

Reported value by quarter
Q1 ’24: $342,000Q1 ’24Q2 ’24: $854,000Q3 ’24: $1MQ3 ’24Q4 ’24: $1MQ1 ’25: $1MQ1 ’25Q2 ’25: $1MQ3 ’25: $1MQ3 ’25Q4 ’25: $2MQ1 ’26: $1MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202616.8K$1M+1.05%
Q4 202516.8K$2M+1.03%
Q3 202516.3K$1M+1.03%
Q2 202516.3K$1M+1.04%
Q1 202516.2K$1M+1.05%
Q4 202417.2K$1M+1.00%
Q3 202412.9K$1M+0.76%
Q2 202410.9K$854,000+0.61%
Q1 20244.5K$342,000+0.27%

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