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
John Howard@Howard Financial Services, Ltd.
Recent Activity
Increased 48.03%
2.43%
$17.835M
220,374 shares@ 80.93 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Increased 0.93%
1.72%
$17.634M
217,889 shares@ 80.94 avg price
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
New Position
14.31%
$15.375M
189,978 shares@ 80.94 avg price
Aryn Sands@Lauer Wealth, Llc
Recent Activity
Increased 5.53%
8.66%
$12.948M
159,985 shares@ 80.93 avg price
Aryn Sands@Boyce & Associates Wealth Consulting, Inc.
Recent Activity
Increased 15.31%
11.91%
$11.765M
145,367 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
Doug Baxley@Merit Financial Group, Llc
Recent Activity
Increased 40.86%
0.2%
$10.794M
133,380 shares@ 80.93 avg price
Steven C. Merrell@Monterey Private Wealth, Inc.
Recent Activity
Increased 1.68%
3.39%
$10.268M
126,874 shares@ 80.93 avg price
Matthew Wagner@Oxinas Partners Wealth Management Llc
Recent Activity
Increased 5.83%
5.93%
$10.105M
124,863 shares@ 80.93 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