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
Matt Lovett@Brookstone Capital Management
Recent Activity
Decreased -20.09%
0.02%
$1.103M
13,628 shares@ 80.93 avg price
Steven Sergio@Rmr Wealth Builders
Recent Activity
Decreased -0.55%
0.11%
$1.04M
12,853 shares@ 80.93 avg price
Andy Gilson@Colorado Capital Management, Inc.
Recent Activity
Decreased -0.49%
0.39%
$800,000
9,887 shares@ 80.92 avg price
Jeffrey Watts@Watts Gwilliam & Co., Llc
Recent Activity
Decreased -10.15%
0.17%
$775,113
9,565 shares@ 81.04 avg price
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Decreased -1.05%
0.08%
$589,688
7,286 shares@ 80.94 avg price
Jennifer Street@Claro Advisors Llc
Recent Activity
Decreased -4%
0.08%
$545,177
6,736 shares@ 80.94 avg price
Cathy Thomas@Triangle Securities Wealth Management
Recent Activity
Decreased -0.51%
0.11%
$393,320
4,860 shares@ 80.94 avg price
Emily Tejeda@Kwb Wealth
Recent Activity
Decreased -3.79%
0.04%
$307,971
3,701 shares@ 83.22 avg price
Kelly F. Taylor@Whitaker-myers Wealth Managers, Ltd.
Recent Activity
Decreased -0.44%
0.07%
$237,103
2,930 shares@ 80.93 avg price
Gary Wagner@Carnegie Investment Counsel
Recent Activity
Decreased -52.57%
0.01%
$212,224
2,622 shares@ 80.94 avg price