DGRW

Wisdomtree U.s. Quality Divi

Latest period2024 - Q4Total superinvestors110

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, 110 superinvestors own shares of Wisdomtree U.s. Quality Divi (DGRW), 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. Quality Divi (DGRW), 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. Quality Divi (DGRW) 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. Quality Divi (DGRW) 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
Morgan Christen@Spinnaker Investment Group, Llc
Recent Activity
Decreased -0.04%
11.16%
$46.253M
571,519 shares@ 80.93 avg price
Christopher Markos@Choice Wealth Advisors, Llc
Recent Activity
Decreased -0.09%
13.68%
$26.785M
330,966 shares@ 80.94 avg price
Dave P. Cleveland@Lvm Capital Management Ltd Mi
Recent Activity
Decreased -0.03%
2.56%
$23.729M
293,202 shares@ 80.94 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Decreased -2.71%
0.21%
$20.176M
249,300 shares@ 80.94 avg price
Louis Melone Jr.@Melone Private Wealth, Llc
Recent Activity
Decreased -5.38%
4.93%
$9.501M
117,404 shares@ 80.93 avg price
Ryan Jacobs@Albion Financial Group Ut
Recent Activity
Decreased -0.02%
0.5%
$7.197M
88,927 shares@ 80.94 avg price
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
Decreased -5.56%
0.23%
$6.652M
82,198 shares@ 80.94 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
Decreased -52.62%
1.01%
$2.819M
34,907 shares@ 80.76 avg price
Jim R Kennedy@Smart Money Group Llc
Recent Activity
Decreased -0.43%
0.86%
$2.464M
30,449 shares@ 80.94 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Decreased -6%
0.43%
$2.278M
28,148 shares@ 80.94 avg price