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
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
New Position
14.31%
$15.375M
189,978 shares@ 80.94 avg price
Richard C. St. Onge@Winthrop Advisory Group Llc
Recent Activity
New Position
1.34%
$11.096M
137,110 shares@ 80.93 avg price
Molly Halpin@Marcum Wealth, Llc
Recent Activity
New Position
0.03%
$238,885
2,952 shares@ 80.93 avg price
John Hayes@Longview Wealth Management
Recent Activity
New Position
0.08%
$232,302
2,870 shares@ 80.95 avg price
Scott Boyce@Decker Retirement Planning Inc.
Recent Activity
New Position
0.04%
$57,784
714 shares@ 80.93 avg price
Brandon Yee@Versant Capital Management, Inc
Recent Activity
New Position
0.01%
$30,834
381 shares@ 80.93 avg price
Drew Phillips@Fortitude Family Office, Llc
Recent Activity
New Position
0.01%
$16,510
204 shares@ 80.94 avg price
HEIDI MARK@Endeavor Private Wealth, Inc.
Recent Activity
New Position
0.01%
$9,410
116 shares@ 81.13 avg price
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc.
Recent Activity
New Position
0.01%
$4,855
60 shares@ 80.92 avg price