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
Kelsey G. Stevens@First National Bank Sioux Falls
Recent Activity
Increased 30.63%
0.16%
$360,058
4,449 shares@ 80.94 avg price
Helen Halloran@Capital Investment Advisors, Llc
Recent Activity
Increased 2.83%
0.01%
$294,181
3,635 shares@ 80.94 avg price
Chad Beaty@Trust Co Of Toledo Na Oh
Recent Activity
Increased 2.16%
0.04%
$288,273
3,562 shares@ 80.94 avg price
Steven J. Hubbell@Hubbell Strickland Wealth Management, Llc
Recent Activity
Increased 0.43%
0.11%
$211,678
2,616 shares@ 80.92 avg price
Paul B Ordonio@Park Place Capital Corp
Recent Activity
Increased 0.32%
0.06%
$203,406
2,513 shares@ 80.95 avg price
Beth Steinhaus@Breakwater Investment Management
Recent Activity
Increased 89.84%
0.05%
$114,921
1,420 shares@ 80.94 avg price
Mark Mowrey@Signature Resources Capital Management, Llc
Recent Activity
Increased 0.24%
0.1%
$102,544
1,267 shares@ 80.94 avg price