DGRW

Wisdomtree U.s. Quality Divi

Latest period2024 - Q4Total superinvestors87

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, 87 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
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.05%
0.19%
$90.566M
1.088M shares@ 83.21 avg price
Holly Jinks@Iam Advisory, Llc
Recent Activity
Increased 0.9%
16.16%
$63.747M
787,686 shares@ 80.93 avg price
Ryan Williamson@Horizon Wealth Management, Llc
Recent Activity
Increased 27.48%
9.31%
$53.499M
661,047 shares@ 80.94 avg price
Christopher Markos@Choice Wealth Advisors, Llc
Recent Activity
Decreased -0.09%
13.68%
$26.785M
330,966 shares@ 80.94 avg price
Dave P. Cleveland@Lvm Capital Management Ltd Mi
Recent Activity
Decreased -0.03%
2.56%
$23.729M
293,202 shares@ 80.94 avg price
Wren Green@Act Advisors, Llc.
Recent Activity
Increased 1.12%
12.07%
$22.405M
276,841 shares@ 80.93 avg price
Matthew Liebman@Amplius Wealth Advisors, Llc
Recent Activity
Increased 5.46%
2.14%
$20.81M
257,129 shares@ 80.94 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Decreased -2.71%
0.21%
$20.176M
249,300 shares@ 80.94 avg price
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