Wisdomtree U.s. Smallcap Qua
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
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
| 1.16% | $25.412M 496,040 shares@ 51.24 avg price | Increased 1.79% |
Dave P. Cleveland@Lvm Capital Management Ltd Mi
| 0.75% | $6.918M 135,035 shares@ 51.24 avg price | Increased 5.72% |
Stephen Tuttle@Signet Financial Management, Llc
| 0.11% | $821,796 16,041 shares@ 51.24 avg price | Increased 0.96% |
Raymond P Dean@Harbor Investment Advisory, Llc
| 0.08% | $818,503 15,977 shares@ 51.24 avg price | Increased 0.05% |
Steven Sergio@Rmr Wealth Builders
| 0.04% | $319,129 6,229 shares@ 51.24 avg price | Increased 0.57% |