DGRW

Wisdomtree U.s. Quality Divi

Latest period2024 - Q4Total superinvestors241

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, 241 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

SuperinvestorPortfolio %Reported Value
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.05%
0.19%
$90.566M
1.088M shares@ 83.21 avg price
Simon Liu@Rvw Wealth, Llc
Recent Activity
Increased 1.1%
6.34%
$67.928M
839,339 shares@ 80.93 avg price
Jon Pawlowski@Stratos Investment Management, Llc
Recent Activity
Increased 20.87%
4.08%
$67.811M
837,901 shares@ 80.94 avg price
Holly Jinks@Iam Advisory, Llc
Recent Activity
Increased 0.9%
16.16%
$63.747M
787,686 shares@ 80.93 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Increased 12.09%
0.16%
$56.165M
693,989 shares@ 80.94 avg price
Ryan Williamson@Horizon Wealth Management, Llc
Recent Activity
Increased 27.48%
9.31%
$53.499M
661,047 shares@ 80.94 avg price
Morgan Christen@Spinnaker Investment Group, Llc
Recent Activity
Decreased -0.04%
11.16%
$46.253M
571,519 shares@ 80.93 avg price
Alan Gilmore@Fiduciary Planning Llc
Recent Activity
Increased 5.1%
13.87%
$42.704M
527,667 shares@ 80.94 avg price
Lonny Elfenbein@Serenus Wealth Advisors, Llc
Recent Activity
New Position
5.69%
$32.688M
403,901 shares@ 80.94 avg price
John Flavin@Aspire Capital Advisors Llc
Recent Activity
Increased 3.55%
9.21%
$32.182M
397,652 shares@ 80.94 avg price

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