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
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
Lawrence Hansen@Capital Planning Advisors, Llc
Recent Activity
Increased 3.13%
1.43%
$9.251M
114,311 shares@ 80.94 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
Increased 61.31%
0.23%
$7.936M
98,056 shares@ 80.93 avg price
Amanda Glidden@Thomasville National Bank
Recent Activity
Increased 0.41%
0.4%
$5.523M
68,241 shares@ 80.93 avg price
Stefanie Porter@White Pine Investment Co
Recent Activity
Increased 46.38%
1.48%
$5.455M
67,404 shares@ 80.93 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 5.87%
0.05%
$4.525M
55,909 shares@ 80.94 avg price
Todd Penrod@Hbw Advisory Services Llc
Recent Activity
Increased 4.13%
0.4%
$3.884M
47,986 shares@ 80.94 avg price
Ashleigh Swayze@Meridian Financial Partners Llc
Recent Activity
Increased 0.81%
1.71%
$3.235M
39,967 shares@ 80.95 avg price