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DGRWDGRW
16 quarters

Position history for NewEdge Wealth, LLCNewEdge Wealth, LLC's holdings in WISDOMTREE TR

Yes. Newedge Group holds 329,817 shares of DGRW, worth $31.5M, as of its Q2 2026 13F filing. It reduced the position by 36,912 shares (-10.1%) from Q1 2026. Newedge Group has held DGRW since Q3 2022, across 16 quarterly 13F filings. DGRW is 0.3% of Newedge Group's reported 13F portfolio.

Current Value

$31.5M

Current Shares

329,817

Total Value Change

+$15.3M

Total Shares Change

+28,274

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
329,817
-10.1%
$31.5M0.3%$95.56
0
2026-Q1
Decreased
366,729
-4.4%
$32.2M0.4%$87.51
0
2025-Q4
Increased
383,590
+12.1%
$34.3M0.4%$88.85
39
2025-Q3
Decreased
342,114
-23.9%
$30.3M0.4%$88.03
0
2025-Q2
Decreased
449,840
-3.4%
$38.5M0.6%$82.56
0
2025-Q1
Decreased
465,809
-9.6%
$37.2M0.7%$78.42
0
2024-Q4
Increased
515,312
+2.1%
$41.7M0.7%$79.21
42
2024-Q3
Increased
504,863
+1.2%
$42M0.8%$81.07
41
2024-Q2
Decreased
498,965
-1.3%
$38.9M0.8%$75.76
0
2024-Q1
Increased
505,286
+5.5%
$37M0.8%$73.65
43
2023-Q4
Decreased
479,057
-0.3%
$33.7M0.9%$67.71
0
2023-Q3
Increased
480,731
+15.3%
$30.5M1.0%$60.84
47
2023-Q2
Increased
416,790
+18.0%
$27.8M0.9%$63.56
47
2023-Q1
Increased
353,155
+2.3%
$22M0.8%$59.18
41
2022-Q4
Increased
345,139
+14.5%
$20.8M0.9%$57.06
46
2022-Q3
New
301,543
-
$16.3M0.8%$50.66
55

Other major holders of DGRW: PNC FINANCIAL SERVICES GROUP, INC.

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