DGRS

Wisdomtree U.s. Smallcap Qua

Latest period2024 - Q4Total superinvestors15

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 15 superinvestors own shares of Wisdomtree U.s. Smallcap Qua (DGRS), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Wisdomtree U.s. Smallcap Qua (DGRS), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Wisdomtree U.s. Smallcap Qua (DGRS) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Wisdomtree U.s. Smallcap Qua (DGRS) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 1.79%
1.16%
$25.412M
496,040 shares@ 51.24 avg price
Dave P. Cleveland@Lvm Capital Management Ltd Mi
Recent Activity
Increased 5.72%
0.75%
$6.918M
135,035 shares@ 51.24 avg price
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Decreased -2.71%
0.39%
$4.251M
82,981 shares@ 51.23 avg price
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
New Position
2.32%
$2.487M
48,539 shares@ 51.24 avg price
Mark Fiskio@Empirical Asset Management, Llc
Recent Activity
Decreased -5.48%
0.41%
$1.233M
24,061 shares@ 51.24 avg price
Rhonda Carter@Well Done, Llc
Recent Activity
0.16%
$860,242
16,694 shares@ 51.54 avg price
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Increased 0.96%
0.11%
$821,796
16,041 shares@ 51.24 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Increased 0.05%
0.08%
$818,503
15,977 shares@ 51.24 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$667,985
12,963 shares@ 51.54 avg price
Matthew Heller@Willner & Heller, Llc
Recent Activity
New Position
0.31%
$347,923
6,791 shares@ 51.24 avg price