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
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
Rana Choubah@Meridian Financial, Llc
Recent Activity
Increased 4.44%
2.04%
$2.953M
36,490 shares@ 80.93 avg price
Michael Stulic@Astoria Portfolio Advisors Llc.
Recent Activity
Decreased -52.62%
1.01%
$2.819M
34,907 shares@ 80.76 avg price
Jim R Kennedy@Smart Money Group Llc
Recent Activity
Decreased -0.43%
0.86%
$2.464M
30,449 shares@ 80.94 avg price
James M. Nestor@Sentinel Pension Advisors Inc.
Recent Activity
Decreased -6%
0.43%
$2.278M
28,148 shares@ 80.94 avg price
James Danko@Fragasso Financial Advisors Inc
Recent Activity
Decreased -5.43%
0.16%
$1.989M
24,580 shares@ 80.93 avg price
Daren Blonski@Fermata Advisors, Llc
Recent Activity
Increased 83.23%
0.35%
$1.859M
22,965 shares@ 80.94 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 5.4%
0.18%
$1.709M
21,116 shares@ 80.94 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Increased 6.16%
0.07%
$1.517M
18,741 shares@ 80.94 avg price